TaiwanFinance and insurance2025 – ongoingCTBC Bank
AI Remote Wealth Management Model
CTBC Bank reported a 3-fold increase in affluent-client reach with AI-supported remote wealth management
Problem
CTBC faced gaps in adviser coverage and difficulty converting digital interactions into wealth-management relationships.
Approach
The bank introduced its AI Remote Wealth Management Model. It combined AI-supported outreach with intelligent adviser matching and remote service workflows.
Results
3-foldincrease in affluent-client reach within the model's first year, reported for CTBC
20%increase in per-client annual revenue within the first year
50%increase in engagement frequency within the first year
Takeaway
The reported results covered the combined service model; the contribution of AI alone was not disclosed.
Categories
- Size
- Large enterprise
- Industry
- Finance and insurance
- Business function
- Marketing and sales
- Innovation type
- Process innovationProduct and service innovation
- AI technology
- Recommendation and personalization
- Adoption
- Built in-house
- Evidence
- Company's own claim
Sources
Source summaries
[1]The Asian Banker22 Sep 2025
The Asian Banker described CTBC's AI-supported outreach and adviser matching. It reported first-year increases in client reach, annual revenue per client and engagement frequency.
Full details are in the original sources.
Added 1 Nov 2026 · Updated 1 Nov 2026
