learn the writing style and reply me ok after learning: "HSBC Hong Kong Unit Trusts on Mobile native journey is now live




We’re delighted to announce the launch of Unit Trusts on Mobile (UTM) native journey on our award-winning digital trading platform, replacing the current web responsive solution and integrating new capabilities to bring an elevated fund browsing and trading experience.
This is an important milestone, paving the way for many more game changing enhancements, pioneer features and integrating journeys (e.g. Professional Investors funds, Wealth Shopping Cart & PRISM etc) riding on the transformation to Native, allowing us to deepen our relationships with customers by providing seamless and bespoke solutions to construct a diversified portfolio.




An enticing revamped mobile journey




Customer outcomes
This exciting journey allows customers to easily navigate between funds browsing, trading, managing their portfolio and complete a transaction within 3 steps.
•	Customers who are income-focused can use top dividend filter to review the top 10 funds with highest dividend yield.
•	With our themed filters, customers can look for investment ideas including ESG funds and GBA Wealth Management Connect funds.
•	To make the trading experience even better for our customers, access to order status and monthly investment plans are now accessible under My Holdings from this new landing page.
	 






Compare funds with ease




 


	Customer outcomes
The revamped fund comparison feature has been simplified, allowing customers to efficiently view the performance trends of different funds, helping them make informed investment decisions by easily comparing up to three funds side by side in a user-friendly format.
•	Customers can select up to 14 comparison criteria such as performance, risk profile, standard deviation, sharpe ratio, expense ratio and other metrics for fund comparison, which empowers them to focus on specific aspects that matter most to their individual investment needs.




Business outcomes
The UTM native journey streamlines the overall funds trading experience by enhancing the navigation and integrating intuitive interfaces, contributing to customer satisfaction and leading to long term customer relationships. With intuitive and insightful journey, we enable customers of different level of sophistication in investment to invest and monitor their portfolio anywhere, anytime.
This will help us to increase our jNPS score and customer loyalty, expanding active customer base.

Commercialisation
For targeted communications, our customers will receive eDM and in-app banner on the HSBC HK app, highlighting the key benefits of the UTM native journey.
Externally, the public website UT page will also be updated to further promote new features and enhancements. We also have advertisements in dynamic banners format scheduled in September to draw public awareness on our new capabilities.
	



What’s next?
As the Unit Trusts on Mobile native journey enables us to integrate more capabilities to improve customer experience and connect seamlessly with other wealth journeys, it also paves ways to more exciting aspirations in future such as Professional Investors funds and integrate with Wealth Shopping Cart and Prism Advisory journeys to increase synergies.




Thank you
The collaboration between the AMH Managed Solutions Sub Value Stream and Hong Kong WPB teams, including IWS UT, Digital Product, IT, Design, Transformation, Market Activation, Marketing, Digital Analysis, Testing, Legal, Compliance, Contact Centre, Branch Network and our Staff Pilot participants, has made this launch a success – a big thank you to everyone involved.
Managed Solutions SVS"