NewBanker
Curated by SignalWealth management software suite streamlining operations for financial institutions.
Overview
NewBanker is a fintech company that offers a wealth management software suite aimed at improving the operations of financial institutions and national wealth management organizations in China. The platform includes various fintech tools such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. The target audience includes asset management institutions, banks, and securities companies, focusing on the demand for streamlined technology solutions in wealth management. NewBanker provides features for secure, real-time data aggregation and compliance, which are intended to support personalized client engagement and operational efficiency, as well as to assist in investment strategies and regulatory compliance.
Key facts
- Founded
- 2016
- Headquarters
- Chaoyang, China
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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- Phone
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Open roles
4 rolesBranch Relationship Manager
Chatham, NJ · On-site · Full-time
Senior Banker
Jersey City, NJ · On-site · Full-time
Assistant Branch Manager
Dunellen, NJ · On-site · Full-time
