Strengthen Wealth Capabilities, OCBC Facilitates Wealth Management for Various Segments - VOI.id
Strengthen Wealth Capabilities, OCBC Facilitates Wealth Management for Various Segments
JAKARTA - PT Bank OCBC NISP Tbk (OCBC) continues to strengthen its commitment to become a long-term partner for individual and corporate customers through the strengthening of wealth management (wealth management) capabilities that are increasingly integrated, relevant, and easily accessible by more segments of the Indonesian people.
This step is in line with the Larger Scale, Deeper Expertise, Greater Impact aspiration, where OCBC continues to strengthen its capabilities and service quality to help customers manage, protect, and develop their assets sustainably. OCBC sees that the need for wealth management in Indonesia continues to grow, more and more customers need a trusted partner to accompany their financial journey according to their needs and aspirations.
Consistently, OCBC continues to build its wealth management business, which consists of customer investments in bonds, mutual funds, insurance, and gold. OCBC also continues to enrich the solutions offered, providing the ability to provide increasingly integrated insights through increased capabilities and expertise, and strengthening customer experience through increasingly seamless digital wealth management services. This is evident, in the period from 2022 to December 2025, OCBC’s wealth management business recorded a compound annual growth *(CAGR) of 29 percent, which exceeded Rp. 120 trillion.
At the same time, digital transformation also continues to drive changes in customer behavior in managing their financial needs. The proportion of wealth transactions through digital channels increased from 30 percent in 2024, to 44 percent in 2025. In addition, the number of bond transactions through digital platforms grew 50% year-on-year, with volume increasing 89% year-on-year.
In the last five years, the frequency of customer activity through credit cards, debit cards, QRIS, and bill payments has also grown with a CAGR of 68 percent. This development shows that the needs of daily transactions, lifestyle, and wealth management are now increasingly connected in one integrated financial journey.
“This development shows that customers need partners for long-term asset growth. With a stronger scale, deeper expertise, and an increasingly integrated ecosystem, we want to help more individuals, families, and businesses manage, protect, and develop their wealth more optimally,” said OCBC Director, Johannes Husin, Wednesday, May 20.
To answer the increasingly diverse needs of customers, OCBC presents three main services designed according to each customer’s profile and needs. NYALA by OCBC is for customers who want the convenience of managing financial and wealth needs digitally.
Meanwhile, OCBC Premier Banking offers comprehensive services supported by Relationship Managers and an experienced Wealth Management team. For ultra-high-net-worth customers, OCBC Private Bank provides wealth management and inheritance planning services.
Supported by a group ecosystem that includes the capital market through PT OCBC Sekuritas Indonesia (PTOS), life insurance services through PT Great Eastern Life Indonesia (GELI), allows OCBC to present more comprehensive solutions, ranging from liquidity management, protection, investment, to wealth planning across generations. This ecosystem allows OCBC to accompany customers more holistically in their various financial and personal needs.
With the support of OCBC group in presenting insights, it can strengthen the services owned by OCBC from the ease of monitoring portfolios, accessing market insights, to making various financial decisions independently through an integrated digital platform.
Entering the age of 85, OCBC’s long experience in Indonesia combined with the above capabilities is an important foundation in strengthening wealth management services in the midst of increasing customer needs for access to products, services, insights, and broad connectivity. With this foundation, OCBC wants to ensure that every strengthening of the bank’s scale can ultimately be translated into real added value for customers and greater contributions to Indonesia.
“For us, wealth management is not only about providing investment products, but how we can walk side by side with customers. With the strength of an increasingly complete ecosystem, we want to help customers not only capture asset growth opportunities but also protect their families and assets with various protection solutions. Through this approach, we hope to accompany individuals, families, and business actors in every stage of their financial journey and their personal needs sustainably,” concluded Johannes Husin.