In Hong Kong IFA-saturated market, the path to progress is paved by offering value-added service and best-in-class products to Asia’s most discerning market, says WONG OI LUN HELEN, Chief Operating Officer of DYNASTY FINANCIAL GROUP LTD.
“In Hong Kong, finance and investment industries usually show steady growth and the main competing factor was – the quality of service,” says Wong Oi Lun Helen, the company’s Chief Operations Officer of Dynasty Financial Group (DFG).
“After much thought, study of trends and market research we decided to form DFG. Thanks to the Internet, consumer choice has taken center-stage meaning, there is growing scope for IFAs keen to serve the market qualitatively and ethically. Spotting potential, we formed DFG with a view to offering customers tailor-made services that exceeded their expectations.”
Best-in-Class Service
“Serving qualitatively brings rich referral business and that’s the way forward for a IFA serious about market share. We train our advisors and ensure they are equipped with the range and depth of knowledge required to server customers qualitatively,” Wong says.
The “Excellent Service Program” is uniquely designed and developed in DFG for both clients and advisors.
“As we see people usually cannot get help when they need help and services, DFG aims to act and perform beyond clients’ expectations. Providing professional services cover up different aspects of life related to clients, even in small details. To advisors, this program is a tool to help them know their clients well. Also, there is a support team backing up all our advisors, no one works alone in DFG.”
Our People Make a Difference
“Obstacles or challenges actually can be found every day, especially in finance and investment industries. The solution is to keep improving, stay up-to-date and professional. In this industry, the greatest challenge is the keen competition on products offerings and service comprehension. To be better in the market, increasing customer loyalty, is a must. “Centripetal force and cohesive Force within the company and teams are the reasons for our success. You have to sustainably serve clients well,” Wong says.
According to Wong, the plan for expansion and growth is clear: be the IFA in Hong Kong with the highest quantity of technical representatives. Input more innovative and technological elements into the platform, maintaining high sustainability in the market,” she adds. “Centripetal force and cohesive Force within the company and teams are the reasons for our success. We are proud of our high retention rate and our advisors see DFG as their family. To DFG, manpower is always the greatest asset,” Wong concludes.
For additional information please visit www.dynastygroup.com.hk
