Industries

Wealth Management

With 20 years of experience, CLPS empowers wealth management firms across securities, funds, insurance, and trusts. We offer solutions for core business, customer management, channels, operations, and internal management.

Our expertise goes beyond. We build risk management systems, decision engines, and mobile cloud testing platforms. In 2024, we partnered with a leading Hong Kong insurtech company.

CLPS also provides a global talent pool of over 1,000 wealth management professionals in R&D, testing, operations, and business strategy. Our teams are distributed across top-tier cities in China, Southeast Asia, and North America.

Business Scope

CLPS elevates traditional wealth management with a suite of digital solutions.
We leverage proven business strategies, mature technologies, and cost advantages to empower your firm.
From digital asset management and intelligent insurance to custom risk management and multi-channel development (screens, mobile, AR/VR), CLPS helps you thrive in the digital age.

Asset Management
Insurance
Securities
Funds
Consumer Finance

Successful Cases

Expanded insurance systems and mobile marketing across multiple countries for a leading Hong Kong insurer.

This included product design, digital underwriting upgrades, and mobile app development.

Risk decision engine upgrade for a global credit reporting leader.

This included designing, developing, and testing rule strategies across blacklist/whitelist, banking, credit, microloans, and anti-fraud.

Customer relationship management (CRM) platform to elevate customer experience for a Sino-Italian insurer.

It offers seamless data management, automated interactions, and mobile self-service.

Digital fund sales platform for a top domestic fund company.