1. What is Caproasia Online about?
If you are a personal banker, relationship manager, investment advisor or wealth manager, we are your online friend. We collect info about banking, investments, wealth, data, insights, career, education, lifestyle and a lot more.
We understand you have your financial sales target to hit. We will be posting sales ideas and strategies that perhaps will give you an advantage in closing that $500,000 investment faster.
There’s many more things to discover. Do click around. And if there is something you want to see on the site, do drop an email to email@example.com
2. Why should we use it?
It saves you time. Maybe not effectively now as we are still new. We need your support and feedback to us what may be useful.
3. Who use Caproasia Online?
Wealth Managers from Banks. Personal Bankers, Relationship Managers, Private Bankers, Investment Advisors, Wealth Advisors and more. Know more about the job titles here.
There are many valuable content such as quotes, trivial, career, books, movies, industry terms and a lot more. You can use these to draft last minute proposals or emails, browse at night to watch classic investment movie such as Rouge Trader or catch Leonardo Di Caprio in Wolf of Wall Street (Trailer).
4. Why is there an Asian focus?
Asia is growing quickly. Being a wealth manager, having access to relevant info is helpful to engage customers better. For example, likely your customer will be talking about China growth more than US growth. They will probably prefer holding SGD compared to holding EUR or USD.
5. Why are there missing important data such as Singapore and Hong Kong stocks?
We are still working on many data points. We are working on this area.
6. There isn’t enough research and content for us to use. It is bad.
Sorry, we know that. We are researching and building up the content. It is an on-going process. If there is something you want us to put up quickly, we will do our best to research and post it up.
If you have any research content to share, we are more than happy to post it up. Please email to firstname.lastname@example.org
7. What is the fee for using Caproasia Online?
It is free. Caproasia Online is a free-sharing site. Our objective is to collate data and info points so that we can access useful financial or investment info quickly.
8. What else is there?
and many more
Visit Daily Page – It provides you with ideas, inspirations, sales tips and practical work that you can do to get your day going. You can also pick up some sales management ideas to achieve revenue target.
To get a good start to the day. A good practice is to call 5 customers before you go for a quick coffee or breakfast. Just a morning call to light up your customer’s day gives you extra motivation to work. You may end up calling 15 customers and fixing a few appointments for the day or week.
Visit Intel Page – It provides you with industry trends, global intel, insights and analytics. You will now be a step ahead of your peers.
And you save the hassle of using complex Bloomberg or Reuters machine – Since using it doesn’t make investment returns higher. You can now spend quality time with your clients, colleagues, friends and family.
RBA rate is 2.25% while projected global GDP 2015 growth is 3.5%. It gives you sufficient and meaningful info to start a conversation with your customer.
You will also find that if you are a Private Banker, there are almost 4,000 Private Bankers based in Singapore. That is strong competition.
If there is a heavy shower today, there is a 28% chance of a appointment cancellation and 60% chance of delay by more than 22 minutes. You can now manage time better or prevent that delay or cancellation.