By integrating AI-powered outreach, intelligent advisor matching, and seamless service flows, CTBC Bank’s ‘AI Remote Wealth Management Model’ addressed long-standing challenges in advisor coverage, digital conversion, and client experience. Within its first year, the initiative drove a threefold increase in affluent client reach, a 20% rise in per-client annual revenue, and a 50% surge in engagement frequency, setting a new benchmark for smart wealth management in Taiwan.