FINANCIAL SERVICES

Building trust and strong relationships in the WeChat ecosystem.

Emerging Trends


A growing number of firms are opting to have Relationship Managers (RMs) use WeCom (formerly known as WeChat Work) to connect with high net worth clients. WeCom allows RMs to meet clients where they are at - WeChat, the app with over one billion daily users. WeChat is safe, secure, and compliant environment, with conversation history archived and contact ownership managed by the firm.

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Asset Management Firms

2021 WeChat rankings

See how your company ranks against 31 asset management companies like BlackRock, JP Morgan, Fidelity, UBS, Goldman Sachs, and Manulife in WeChat Marketing, Sales, and Service.

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ChatLabs x FleishmanHillard

The future of asset management in China 2021

FleishmanHillard conducted a survey on the views of Chinese investors towards overseas asset managers. We looked into Chinese investors’ social media use and found that WeChat was an essential channel for trusted marketing and communications.

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RECENT EVENT

ChatLabs x FleishmanHillard Webinar

Sign up for on-demand access to our webinar on the Future of Asset Management 2021 Key Findings and Takeaways. Featuring speakers Patrick Yu (General Manager, Senior Vice President and Senior Partner @ FleishmanHillard) and Cheryl Pan (Vice President, BlueCurrent Hong Kong).

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TD Ameritrade

WeChat Digital Transformation

The first U.S. brokerage firm to open a WeChat Official Account and Mini Program, TD Ameritrade is a pioneer in the Western financial services industry.

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Global Financial Services Firm

WeChat-centric customer journeys

From initial engagement and education through signing up for an account, this financial firm uses WeChat to engage the consumer at every step.

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Industry Insights

01

In China, the adoption rate of mobile banking services is 37% higher than the global rate.

02

Chinese consumers’ adoption rate of mobile payment services is 40% higher than the global average.

03

92% of Chinese consumers believe financial services should create and use emerging technologies to make doing business easier.

Who we work with

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