Awarded "Best Transaction Growth CRM" at MoneyFest Asia 2026

Hong Kong, April 26.

The "MoneyFest Asia 2026 Hong Kong International Wealth Management and Financial Investment Forum," hosted by *Wealth Weekly* and fully supported by the Hong Kong Gold Exchange, was successfully held in Hong Kong. Mr. Chen Yue, Chairman of *Wealth Weekly* Media, and Mr. Li Weihong, Vice Chairman of the Hong Kong Gold Exchange and Legislative Council Member, delivered speeches respectively. Renowned economist Mr. Fu Peng shared his insights on key macroeconomic topics. The forum brought together many leading figures in Asian wealth management and capital markets.

Haame was invited to appear at the annual industry awards ceremony that day and won the "Best Transaction Growth CRM Service Provider" award .

1. The key word is not "best," but "transaction growth-oriented."

Many people believe that the core of the "Best Transaction Growth CRM Service Provider" award is simply "best"—a mere honorary recognition. However, in our view, the true keyword for this award is "transaction growth ." This is why Haame is more than just CRM; it's a transaction growth engine. We don't just deliver a CRM tool to our clients; we work with them to truly achieve growth. MoneyFest Asia's decision to establish "Transaction Growth CRM" as a separate category is itself a recognition of our shared value in promoting transaction growth.

2. From "CRM = Database" to "CRM = Growth Engine"

For the past decade or so, CRM in the financial industry has primarily served the role of storing leads, recording customer information, and archiving data . It addresses the question of "whether information has been recorded."

But today, the real problem facing securities firms is no longer whether the information has been recorded.

Instead:

• With customer acquisition costs rising, can these new customers be converted into paying customers efficiently ?

• With increasing market volatility, can existing customers remain active and retained in the long term ?

• With increasingly stringent regulatory requirements, can KYC, compliance, and risk control keep pace with the business ?

• With the acceleration of globalization, can a single system be successfully implemented to handle multiple languages, multiple markets, and multiple assets ?

These questions cannot be answered by a simple "lead database" . What is needed is an engine that proactively drives business results - one that can connect customer acquisition, activation, conversion, retention, and revenue into an end-to-end link.

This is precisely how Haame is defined:

Haame is not just a CRM . It's a Trading Growth Engine .

3. "Transaction growth" is never one-sided.

If you only understand "trading growth" as "helping brokerages make more money", then this story is not valid.

Because there are always two parties involved in a transaction :

🔹On one end, there are securities firms: they need higher customer acquisition efficiency, higher conversion rates, more stable retention rates, and more sustainable revenue.

🔹On one hand, every trader needs a lower barrier to entry, a clearer decision-making path, and the ability to navigate each market cycle more steadily.

These two things are essentially the same thing—

Brokerage firms' growth can only be sustainable if traders truly trade better and longer.

This is also the question Haame repeatedly revisits when making product decisions:

"Does this feature actually bring traders closer to success?"

If the answer is "yes," then the growth of securities firms is a natural consequence. If the answer is "no," then even the most impressive feature is not worth implementing.

4. Helpful As Always. Make investment easier.

Based on this philosophy, Haame integrates capabilities such as intelligent KYC, compliance auditing, marketing automation, multi-tiered IB, points mall, CopyTrading, and PAMM onto a single platform—empowering brokerages to operate efficiently on one end and helping traders participate more easily and make smarter decisions on the other. All **functional modules are not isolated;** they correspond to different stages in the trader's journey— the points mall encourages user retention, intelligent marketing helps operations find the right people, social trading empowers users to participate in the market, and the PWA APP makes "participation" itself lighter.

We believe:

Fintech should not only make "those who know better understand it," but also make it affordable for "those who want to participate."

Make investing easier. This doesn't mean making trading reckless, but rather turning "trading growth" from a slogan into a real, everyday result.

Finally, to every fellow traveler

At the moment of receiving the award, the person we wanted to thank most was not the award itself, but:

We thank Financial Weekly and the organizing committee for their insight and recognition of the new category of "transaction-driven growth CRM".

Thank you to the Hong Kong Gold Exchange for their full support of this forum;

Thank you to every colleague and partner who visited the Haame booth and had the opportunity to communicate with us;

Thank you to the clients and traders who have chosen Haame and worked with us to refine our products.

This recognition belongs to each and every one of you.

Haame is an engine, but what drives this engine has never been ourselves—it's every brokerage firm that puts its clients first, and every investor who takes every trade seriously. In the future, we will continue to make "trading growth" deeper, more solid, and more sustainable.

Let's keep moving forward together. 🚀