OCBC introduces HELIOS to quicken onboarding of wealthy customers to 15 days

The Edge Singapore

07/29

Loretta Yuen (left) and Jason Moo, CEO, Bank of Singapore, (right) introducing HELIOS to help RMs onboard customers in 15 days. Photo: OCBC Loretta Yuen, OCBC's head of group legal and compliance, ...

网页链接

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hant/news/2655849923"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2655849923\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2655849923?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-07-29 14:26","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2655849923","market":"nz","top_or_hot":-1,"title":"OCBC introduces HELIOS to quicken onboarding of wealthy customers to 15 days","media":"The Edge Singapore ","content":"<div>\n<p>Loretta Yuen (left) and Jason Moo, CEO, Bank of Singapore, (right) introducing HELIOS to help RMs onboard customers in 15 days. Photo: OCBC Loretta Yuen, OCBC's head of group legal and compliance, ...</p>\n\n<a href=\"https://www.theedgesingapore.com/news/artificial-intelligence/ocbc-introduces-helios-quicken-onboarding-wealthy-customers-15-days?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS\">网页链接</a>\n\n</div>\n","source":"edge_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OCBC introduces HELIOS to quicken onboarding of wealthy customers to 15 days</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOCBC introduces HELIOS to quicken onboarding of wealthy customers to 15 days\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Edge Singapore </strong><span class=\"h-time small\">2026-07-29 14:26</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Loretta Yuen (left) and Jason Moo, CEO, Bank of Singapore, (right) introducing HELIOS to help RMs onboard customers in 15 days. Photo: OCBC Loretta Yuen, OCBC's head of group legal and compliance, ...</p>\n\n<a href=\"https://www.theedgesingapore.com/news/artificial-intelligence/ocbc-introduces-helios-quicken-onboarding-wealthy-customers-15-days?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.theedgesingapore.com/news/artificial-intelligence/ocbc-introduces-helios-quicken-onboarding-wealthy-customers-15-days?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS\">The Edge Singapore </a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1839390173.USD","symbol_name":"JPM ASEAN EQUITY \"A\" (USD) INC","start_time":0,"source_url":"https://www.theedgesingapore.com/news/artificial-intelligence/ocbc-introduces-helios-quicken-onboarding-wealthy-customers-15-days?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS","article_id":"2655849923","we_media_id":null,"thumbnails":[],"rights":{"source":"edge_highlight","url":"https://www.theedgesingapore.com/news/artificial-intelligence/ocbc-introduces-helios-quicken-onboarding-wealthy-customers-15-days?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2655849923","pubTimestamp":1785306378,"columns":[],"sourceInfo":{"source_id":"edge_highlight","name":"Edge"},"weMediaInfo":null,"summary":"Loretta Yuen (left) and Jason Moo, CEO, Bank of Singapore, (right) introducing HELIOS to help RMs onboard customers in 15 days. Photo: OCBC ","collect":0,"end_time":0,"defaultTopTitle":"theedgesingapore.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1839390173.USD":"JPM ASEAN EQUITY \"A\" (USD) INC","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU0441851309.USD":"JPM ASEAN EQUITY \"A\" ACC","SGXZ91733576.SGD":"FULLERTON SINGAPORE VALUE-UP \"I\" (SGD) ACC","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","O39.SI":"华侨银行","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","BK6516":"银行与投资服务概念","SG9999001689.USD":"施罗德亚洲成长股票","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1497733631.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD","IE0032834883.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) INC","SGXZ16066938.SGD":"FULLERTON SINGAPORE VALUE-UP \"A\" (SGD) ACC","IE00B0169L03.USD":"FSSA ASIA FOCUS FUND \"I\" (USD) ACC","SG9999007991.SGD":"Schroder Asian Income A Dis SGD","SG9999000327.SGD":"Schroder Asian Growth A Dis SGD","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","LU0192582467.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" (USD) INC MF","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","IE00B067MR52.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","SG9999013478.USD":"利安新加坡股息基金","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU1522347837.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC A","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0048388663.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" (USD) INC AV","LU0261945553.USD":"FIDELITY ASEAN \"A\" ACC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","SG9999013353.USD":"SCHRODER ASIAN INCOME FUND\"A\" (USDHDG) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0955623706.USD":"SCHRODER ISF ASIAN DIVIDEND MAX \"A\" (USD) ACC","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","LU0955648018.USD":"SCHRODER ISF ASIAN DIVIDEND MAX \"A\" (USD) INC MF","BK6112":"综合性银行","IE00B031HW06.USD":"FSSA ASIAN GROWTH \"I\" (USD) INC","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","LU2238330802.EUR":"AZ EQUITY - ASEAN COUNTRIES \"AAZ\" (EUR) ACC","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU0188438112.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" ACC","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU0106259558.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" ACC","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","IE00B97KM107.HKD":"FSSA ASIAN EQUITY PLUS \"I\" (HKD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU1634259391.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999001127.SGD":"United Singapore Growth Fund SGD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","BK6523":"ESG概念","LU1497733557.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) INC A","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","IE0031814969.USD":"FSSA ASEAN ALL CAP FUND \"I\" (USD) ACC","SG9999002406.SGD":"利安新加坡信托基金","IE0009570106.USD":"FSSA ASIA OPPORTUNITIES \"I\" (USD) ACC","LU0737861269.HKD":"FIDELITY ASEAN \"A \" (HKD) ACC","SGXZ51708014.SGD":"AMOVA SINGAPORE EQUITY \"A\" (SGD) ACC","LU1497734951.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD-H","LU0181495838.USD":"施罗德新兴亚洲A Acc","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","SG9999001135.SGD":"United ASEAN Fund SGD","LU0048573645.USD":"富达东盟基金","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SGXZ70427877.SGD":"FULLERTON SINGAPORE VALUE-UP \"A\" (SGD) INC","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","LU0861579265.USD":"联博低波幅策略股票基金A","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","SG9999014302.SGD":"RHB Singapore Income Fund SGD","LU3227948356.SGD":"JPMORGAN FUNDS SINGAPORE AND ASIA EQUITY INCOME \"A\" (SGD) INC","LU1634259557.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD-H","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","SGXZ43160589.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) ACC","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","SGXZ24219693.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) INC","LU0072462343.USD":"贝莱德亚洲巨龙基金","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD-H"},"translate_title":"华侨银行推出 HELIOS，将富裕客户的入职时间缩短至 15 天","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"O39.SI":1.96},"content_text":"Loretta Yuen (left) and Jason Moo, CEO, Bank of Singapore, (right) introducing HELIOS to help RMs onboard customers in 15 days. Photo: OCBC Loretta Yuen, OCBC's head of group legal and compliance, introduced five AI agents to the media on July 29 in a project named HELIOS, which stands for Holistic wEalth Lifecycle Insights & Ongoing Surveillance. With HELIOS, the bank is accelerating the onboarding of wealthy customers while maintaining stringent risk management and compliance standards.\nYuen intoduced three AI agents that will help relationship managers (RMs) to prospect and onboard new customers, and generate leads. The prospecting is done by researching the customer before the RM meets the customer. This is followed with recommendations for pre-onboarding due diligence, and building a complete prospect profile such that risks, if any, surface earlier. The prospecting and onboarding takes 15 days compared to the minimum one-month period that such a process usually takes.\n\"Helios is really our next frontier in agentic AI deployment, which will now power our entire client lifecycle. We wanted to make sure that our client onboarding process is as smooth as possible. Secondly, we wanted to make sure that in so doing, we maintain very vigorous, stringent standards and risks controls. And in my space, compliance needs to be very robust, and our compliance positioning needs to be very clear,\" Yuen describes.\nThirdly, wealth management is front and centre of OCBC's Next Frontier strategy. \"This platform is really to really grow, enhance and boost client onboarding, and in turn create business growth,\" Yuen says.\nHELIOS' extensive intelligence-gathering and sophisticated relationship network mapping capabilities enhances the accuracy and completeness of customer information needed for onboarding. By front-loading and automating this collection, verification, and assessment of key data, a significant portion of the Know-Your-Customer (KYC) due diligence process is completed before the RM engages with a prospective customer. This streamlines and speeds up onboarding without compromising regulatory requirements. \nIn a first for a bank in Southeast Asia, high-quality leads will also be identified and surfaced to RMs by the Compliance function. This serves as an additional lead generation channel for RMs.\n\"We need to identify potential concerns earlier and assess financial crime risks more holistically. By combining agentic AI with the expertise of our compliance professionals, HELIOS enables us to screen prospective customers more thoroughly and earlier in the customer journey, while uncovering connections that may not be obvious. This is a paradigm shift for compliance where we are not just enabling business, but originating opportunities,\" Yuen says. \nRMs in Bank of Singapore, OCBC's private banking arm, have begun leveraging HELIOS across Singapore, Hong Kong and Dubai, with the roll-out to be completed by 3Q2026. Account opening can now be completed in 15 business days - half the time needed compared to the current industry median of about six weeks - barring delays in the submission of customer documents. \nThe roll-out is timely as the Monetary Authority of Singapore (MAS) recently announced that it is working with the Private Banking Industry Group to reduce the account opening timeline to within one month by end-2026.  \nHELIOS will be extended to the OCBC Premier Private Client customer segment in the consumer banking business by the end of the year.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}