Maybank has announced a strategic partnership with Evooq to launch an AI-powered advisory platform, Advisor Assist, aimed at bolstering its wealth management services across Southeast Asia. This collaboration seeks to integrate advanced technology with human expertise to provide personalised and insightful financial advice to clients.
Advisor Assist, developed on Evooq’s technology, will equip Maybank’s relationship managers with intelligent insights, portfolio risk analytics, and next-best-action recommendations. This will enable them to better understand client needs, identify opportunities, and engage in more meaningful conversations. Alice Tan, Head of Group Wealth Management at Maybank, stated, “Through our partnership with Evooq, we are enhancing our ability to serve our clients across the region with more personalised advice and helping them better understand and manage the risks within their portfolios.”
Evooq’s platform will offer a unified view of client portfolios and investment opportunities, supporting Maybank’s wealth management teams across key markets. Gery Dachlan, Managing Director of Evooq, remarked, “This partnership not only reflects the strength of our platform but also reinforces our commitment to support leading financial institutions in the region as they accelerate their digital transformation.”
This initiative underscores Maybank’s ambition to lead in wealth management within Southeast Asia, aligning with its strategy to humanise financial services. Evooq, meanwhile, continues to expand its presence in the Asia Pacific, delivering scalable, AI-driven solutions for modern investors.
