With inflation cooling down and anticipated interest rate cuts this year, investors are likely looking for opportunities, says Wilson He, managing director of OCBC Securities. To seize these opportunities, which come and go in the blink of an eye, having the right tools is crucial for success.
One such tool is having a good trading brokerage. A good one is to provide a range of valuable services and benefits, such as access to a wide range of markets, the swift execution of trades, comprehensive research and analysis and good customer support.
OCBC Securities is a brokerage that ticks all the boxes and then some. In addition to its array of services — like access to 31 global exchanges, a range of products such as securities, exchange-traded funds (ETFs), and bonds, thorough research facilities, and round-the-clock access to a trading representative — clients can harness the power of Oscar, the brokerage's AI-driven virtual trading assistant.
Developed in-house by the Oversea-Chinese Banking Corporation (OCBC) group, Oscar trawls through the news and analyses market trends before making weekly suggestions unique to each brokerage’s clients’ trading patterns and preferences. Clients receive their recommendations via push notifications on the iOCBC Mobile Trading app or email.
This approach enables the brokerage's clients to uncover investment opportunities that might have otherwise gone unnoticed, says an OCBC Securities spokesperson. Clients new to the brokerage will be given stock suggestions based on what its past new clients are typically interested in.
Oscar can recommend stocks listed on the Singapore Exchange (SGX), with plans to expand its recommendations to include counters listed on the US and Hong Kong exchanges in the upcoming months.
See also: What beginners should include in their investment portfolio heading into 2025
The good life
Beyond seeking financial freedom, which is undoubtedly a significant motivator for many investors, being able to reap the rewards is also attractive. At OCBC Securities, avid travellers can earn airline miles while trading on the platform.
For every $150,000 worth of trades conducted until April 14, OCBC Securities’ customers will earn 12,500 miles on the OCBC VOYAGE credit card. If you play your cards right, you can earn a maximum of 50,000 miles on the credit card.
See also: Understanding the yield curve and what it means for bonds, stocks and currencies
“A miles card goes beyond facilitating travel experiences; it elevates our clients’ journeys in ways that surpass the value of cashback,” says the brokerage’s spokesperson.
“We are constantly finding ways in which we can bring better value to [our customers] by marrying the different interests that they have into compelling propositions,” adds OCBC Securities’ He, who notes that the collaboration stemmed from data showing that OCBC VOYAGE’s clients are more inclined to invest, with over a third of cardholders already having an account with the brokerage.
“The availability of such data and our ability to provide unique benefits to our customers stems from our strengths as one OCBC group,” he adds.
