The Hong Kong-based fintech is investing in AI, automation and digital integration to streamline structured products issuance and improve client engagement across Asia.

Artificial intelligence, automation and digital connectivity are reshaping the structured products ecosystem in Asia, and EasyView believes the next phase of industry growth will be driven as much by technology as by product innovation.

We're seeing more institutions embed structured products directly into their digital client experience - Candice Lam

Over the past year, the Hong Kong-based fintech has expanded its platform capabilities, strengthened its partnerships with issuers and introduced a series of AI-powered tools designed to simplify some of the industry's most time-consuming processes.

"We continuously invest in new technologies and evolve our platform to stay ahead of market developments," Candice Lam (pictured), director of business development at EasyView, told SRP.

"At the same time, client experience remains at the centre of everything we build. Every enhancement is designed to improve efficiency and deliver practical value for our users."

The EasyView team at the SRP Asia Pacific 2026 Awards on 24 June in Hong Kong with Candice Lam second from right. 

Reshaping workflows

One of the company's biggest milestones over the past 12 months has been the rollout of its AI-powered term sheet functionality, which extracts key commercial terms from complex structured products documentation in minutes rather than hours.

EasyView is also developing an AI Structured Products Specialist, a new capability intended to enhance investor education while providing users with intelligent insights to support investment decisions.

The investment reflects a broader trend that Lam believes will define the market over the coming years as distributors increasingly seek technology that automates repetitive tasks while improving client engagement.

"We're seeing institutions move towards fully integrated digital workflows that improve efficiency, shorten time to market and enhance the overall client experience," she said.

EasyView has also continued expanding the breadth of its platform. The company now connects users with more than 25 issuers across Asia, making it one of the region's largest issuer connectivity networks.

Those integrations allow buy-side firms to automate large parts of the structured products workflow while giving users seamless access to a broad range of counterparties through a single interface.

The company has simultaneously strengthened partnerships with sell-side institutions, developing digital solutions that improve communication and execution between issuers and distributors.

According to Lam, demand for these capabilities is strongest among private banks and securities firms in Hong Kong, mainland China and Taiwan, many of which are looking beyond individual workflow improvements towards complete automation across product, dealing, relationship management and operations.

External Asset Managers are also becoming increasingly active users of structured products. EasyView has developed dedicated digital workflows that allow EAMs to manage order blotters, calculate retrocessions and monitor product lifecycles within a single CRM-based environment.

The company is also seeing rapid adoption of its API and H5 solutions, enabling distributors to integrate structured products functionality directly into their own digital platforms. Through these integrations, end clients can obtain quotes, place orders, monitor lifecycle events and receive market updates without leaving their bank's or broker's mobile application.

Lam believes this level of integration is becoming an increasingly important competitive differentiator.

"We're seeing more institutions embed structured products directly into their digital client experience," she said. "That allows firms to accelerate product launches while making the investment process much more accessible for end investors."

Diversifying demand

Market conditions have also provided a supportive backdrop for platform activity.

The strong momentum generated during 2025 has continued into 2026, supported by ongoing investor interest in artificial intelligence-related themes. However, Lam noted that capital has gradually broadened beyond the largest US technology companies towards businesses supplying chips, semiconductor equipment and data centre infrastructure.

The combination of elevated equity valuations and relatively high volatility has encouraged more investors to consider structured products as an alternative to direct equity exposure, supporting higher trading activity across the platform.

EasyView's position as a multi-issuer platform also provides valuable visibility into market pricing dynamics.

"The competition among issuers in pricing these names remains very strong," Lam said. "Because we work with multiple issuers, we're able to provide useful feedback on pricing competitiveness and response times, creating value for participants across the structured products ecosystem."

Investor demand is also becoming more diversified geographically. While AI-related themes continue to dominate flows, the company has seen growing interest in opportunities linked to Korea, Japan and China A-shares during 2026 as investors look beyond the largest US technology names.

To help clients monitor these changing trends, EasyView recently introduced a market intelligence dashboard that aggregates RFQ activity across its platform. The dashboard allows users to identify the most actively quoted underlyings, payoff structures, baskets, maturities, coupon levels and strike ranges, providing market intelligence that can support product design and day-to-day decision making.

Regulation has also played an important role in shaping the platform's development.

Rather than viewing increased regulatory requirements as a burden, EasyView has used them as an opportunity to strengthen governance, transparency and operational controls. The platform maintains detailed audit trails, timestamps every user action and records best execution information while allowing clients to extract complete RFQ and order histories to support internal governance and regulatory reporting.

Looking ahead, Lam believes the greatest risk facing the industry is not market volatility but failing to keep pace with technological change.

"As both buy-side and sell-side firms continue investing in automation, digital infrastructure and data-driven decision making, technology will increasingly define competitive advantage," she concluded.

"Firms that embrace these changes will be well positioned to improve efficiency, strengthen client engagement and capture future growth. Those that delay risk falling behind in an increasingly digital market."

EasyView's technology-led approach was recognised at the SRP Apac Awards 2026, where the company received the Best Issuance Platform award.

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