Building wealth begins with a plan. Getting the right support to put that plan into action should be just as straightforward.
For customers preparing for retirement, growing their investments or securing their family’s future, lengthy onboarding can delay that first step. UnionBank of the Philippines is simplifying the process by combining digital registration with access to a dedicated team of wealth management professionals.
That approach earned the bank two accolades at The Asian Banker Philippine Awards 2026: Best Digital Wealth Onboarding Initiative in the Philippines and Best Digital Wealth Management Platform Initiative in the Philippines.
The recognition highlights UnionBank’s efforts to make wealth management easier to access, starting from a customer’s first interaction with the bank.
“The award recognises UnionBank’s innovation in simplifying the wealth onboarding journey through a fast, secure and digitally enabled customer acquisition process,” The Asian Banker said.
The awards recognize innovation, customer impact and market leadership across retail financial products, services and digital banking, with entries assessed by a panel of industry veterans.
For UnionBank, the goal goes beyond speeding up registration. Its digital onboarding process reduces manual steps that can prolong account setup and delay customers’ access to wealth management services.
Once onboarded, customers can connect with a team that includes relationship managers, service bankers, investment consultants and insurance specialists. Together, these professionals help customers navigate their options and develop strategies aligned with their priorities, financial goals and long-term plans.
“UnionBank is honored to be recognized by The Asian Banker,” said Gauraw Srivastava, UnionBank Wealth Management Business Head. “These awards affirm our focus on providing meaningful digital solutions to our customers. Our wealth management programs are designed to help them secure their financial future and family legacy. We will continue listening to their needs and provide simple and future-ready solutions to help them live a life unlocked.”
The combination of digital convenience and personal guidance addresses two needs: an easier way to get started and ongoing support as financial circumstances change. Customers can begin through a streamlined process, then work with specialists to address the more complex decisions involved in preserving and growing wealth.
“More than creating a faster onboarding process, UnionBank is making wealth management more accessible, intuitive, and responsive to the needs of today’s customers. By combining digital convenience with personalized expert guidance, we want to empower individuals and families to take meaningful steps toward preserving and growing their wealth with confidence,” Srivastava said.
As UnionBank develops its wealth management services, its focus remains on helping customers turn long-term ambitions into actionable plans—with fewer administrative hurdles and expert guidance along the way.
Learn more at unionbankph.com/wealth.