AGDelta Pulls In JPMorgan Chase Exec To Work On Their Digital Wealth Platform

AGDelta Pulls In JPMorgan Chase Exec To Work On Their Digital Wealth Platform

by August 16, 2018

AGDelta is an online ecosystem that aims to facilitate the flow of information between financial products to buyers through big data and automation.

Now, they welcome David Roy into their Hong Kong office as Managing Director for Product Management. David will be based in AGDelta’s Centre of Excellence in Hong Kong, where he will further develop AGDelta’s Digital Wealth Platform.

Some of the areas he has worked in include trading, compliance, data management and project delivery. David comes to AGDelta from JPMorgan Chase, where he delved into both private banking and asset management technology in regions like Asia, Europe, and USA.

David Roy

David Roy

“With over 26 years’ experience in financial services business and technology globally, I have seen first-hand the obstacles that hamper the investment management industry,” comments David.

“I have found that one of the biggest challenges was making sense of the many different ideas that are generated, most of which are sent out using email. Because people receive so many emails on a daily basis, many of these great ideas go unread, reducing the impact that an organisation’s strategists and idea generators could have.

“Matching an idea to the appropriate client is also challenging and very time consuming. An efficient system to centralise ideas, enable automated client recommendations and measure the effectiveness of the published ideas is critical to making the best use of the intellectual capital generated by a company.”

“Handling this deluge of data is frustrating for the front office staff dealing with clients. Previously, when I was leading a team trying to find an appropriate solution to this challenge, a former colleague said something that continues to stick in my mind, ‘I don’t know what I want, but I know I want it when I see it’. This is where AGDelta can really make a difference.”

“Through its Digital Wealth Platform, the idea generator can easily create and publish ideas. The consumers of this information can quickly view and filter the content on an easy to use display, evaluate which clients are most suitable for each idea and then send the ideas with the most potential to their clients for consideration.”

David’s expertise spans the product development lifecycle, from the initial idea to design, development, implementation and support of the ultimate solution. He has lead global projects for companies that include JP Morgan Private Bank, Putnam Investments and Standard Chartered Bank, and has worked for leading consultancies, such as Sapient Global Markets, helping financial institutions to transform the way they do business.

Andrew Au

Andrew Au

“David will be joining AGDelta’s Centre of Excellence at an exciting time for AGDelta,” adds AGDelta CEO, Andrew Au.

“Regulators and financial institutions have come to realise the benefits that Digital Wealth Platforms, coupled with the power of Artificial Intelligence (AI), brings to the industry.

“Despite a massive growth in wealth in the region, only a fraction of that is actively invested and much of this is due to inefficient processes and the burdens of regulation.”

“David understands this first hand, having worked in some of the world’s top institutions, and will bring considerable breadth of experience and expertise to AGDelta.”

AGDelta has handled over USD$1.5 trillion worth of financial investment product transactions and addresses all regulatory requirements in 15 markets globally. The company most recently won the Gold FinTech Award at the Hong Kong ICT Awards 2018, and the MAS FinTech Awards (Singapore SME) at the 2017 FinTech Awards.

Featured Image via AGDelta