Leveraging the strengths of its integrated financial platform, SinoPac Holdings received three major honors at the 4th Want Want China Times Financial Services Awards on July 17. Its subsidiaries—Bank SinoPac, SinoPac Securities, and SinoPac Securities Investment Trust (SinoPac SITC)—were recognized with the Excellence in Service Quality Award, Innovation Platform Award, and Sustainable Development Award, respectively.
SinoPac Holdings stated that through innovative technology, professional expertise, and customer-centric services, the Group continues to support the diverse needs of its customers while providing financial services that are secure, convenient, and trusted.
Bank SinoPac Builds a Trusted Financial Protection Network and Achieves High Customer Satisfaction
By combining digital innovation with professional financial services, Bank SinoPac has developed a customer-centric Financial Trust Protection Network designed to strengthen customer confidence and enhance service quality. Between 2022 and 2025, the Bank collected more than 25,000 customer feedback submissions and implemented hundreds of service improvement initiatives based on those insights, significantly enhancing the overall customer experience.
The Bank also pioneered a Customer Perspective Assessment mystery shopper program to evaluate actual service processes and customer interactions from the customer's point of view. The initiative has enabled the Bank to identify customer needs more effectively, refine service design, and improve service touchpoints and engagement quality. As a result, Bank SinoPac achieved an overall customer satisfaction score of 9.62 out of 10 in 2025.
SinoPac Securities Creates a Seamless Digital Investment Journey
SinoPac Securities continues to optimize its digital investment ecosystem by enabling a fully digital account-opening process, including the simultaneous opening of banking and securities accounts through a single application. Through integration with the government's MyData platform, the company has digitalized the entire onboarding process, increasing the proportion of online account openings by more than 40% and doubling the number of online credit-limit adjustment applications.
The company has also integrated its trading platform DAWHO, wealth management platform DAWHOFUND, and investor education platform Rich Club, while introducing an innovative Stock Gift Card that can be used toward regular stock investment plans. Together, these services enable investors to seamlessly manage trading, wealth management, learning, and sharing within a unified digital ecosystem.
For Taiwan equity investors, SinoPac Securities has launched personalized investment report notifications to help investors stay informed of market developments and identify investment opportunities more efficiently. In addition, the company continuously updates the Strategy Stock Selection feature within the DAWHO App in response to changing market conditions, helping users make more informed and timely investment decisions.
SinoPac SITC Advances Responsible Investment and Sustainable Development
Guided by its ESG Investment, Risk Management and Information Disclosure Policy, SinoPac SITC systematically incorporates environmental, social, and governance (ESG) considerations into its investment decision-making process and actively promotes responsible investment practices.
Aligned with SinoPac Holdings' sustainability strategy, the company's Responsible Finance Task Force promotes ESG and green finance products while strengthening the integration of sustainability-related risks and opportunities throughout the investment process. These efforts demonstrate the asset management industry's important role in supporting corporate sustainability transformation and the transition toward a low-carbon economy.
The Sustainable Development Award recognizes SinoPac SITC's achievements in sustainability governance and responsible investment. Looking ahead, the company will continue to enhance its management framework, deepen the execution of its sustainability strategy, and respond proactively to evolving market needs, contributing to the long-term resilience and sustainable development of the financial system.
