About This Platform

Methodology, sources, and limitations

🎯 Purpose

This platform aggregates competitive intelligence for Singapore wealth management, covering product rates, customer perception, campaign activity, and strategic signals across major competitors.

It produces two types of reports:

  • Weekly Tactical Digest: Actionable intelligence for working teams. What changed this week? What should we watch?
  • Monthly Strategic Report: Executive summary for senior management. What are the trends? What should we consider?

🔬 Methodology

Data is collected from publicly available sources through a combination of automated scripts and manual capture. Raw data is then processed by Claude (Anthropic's AI) to produce synthesized reports.

Data Collection

  • Automated: Scripts scrape public websites, APIs, and RSS feeds on a schedule
  • Semi-automated: Scripts collect data, human reviews for relevance
  • Manual: Human capture for sources that can't be automated (e.g., competitor emails)

Analysis

  • Raw data is fed to Claude with structured prompts
  • Claude synthesizes, classifies sentiment, and identifies notable items
  • Human reviews output for accuracy before publication

Sentiment Classification

🟢 Positive Explicit praise, recommendation, satisfaction
🟡 Neutral Factual, balanced, objective
🔴 Negative Complaints, criticism, frustration

📚 Data Sources

Product & Rates

  • • DBS, UOB, OCBC rate pages
  • • Standard Chartered, Citibank, HSBC rate pages
  • • MoneySmart, Seedly, SingSaver rankings

Customer Perception

  • • iOS App Store reviews
  • • Google Play Store reviews
  • • Reddit (r/singaporefi, r/singapore)
  • • HardwareZone Money Mind forum
  • • Seedly Q&A

News & Regulatory

  • • CNA Business
  • • Business Times
  • • Straits Times Business
  • • The Edge Singapore
  • • MAS announcements

Blogs & Influencers

  • • Seedly Blog
  • • MoneySmart Blog
  • • DollarsAndSense
  • • Budget Babe
  • • Investment Moats
  • • Financial Horse

Campaigns & Messaging

  • • Competitor landing pages (screenshots)
  • • Meta Ad Library
  • • LinkedIn Ad Library
  • • Competitor email newsletters

Strategic Signals

  • • Indeed / JobStreet job postings
  • • LinkedIn (talent moves)
  • • Google Trends
  • • YouTube reviews

🏦 Competitors Covered

Primary (Full Tracking)

DBS UOB OCBC StanChart Citibank HSBC

Secondary (Selective)

Maybank Bank of SG Endowus StashAway Syfe

⚠️ Limitations

  • Public data only: This platform uses only publicly available information. We do not have access to competitor internal data, actual customer numbers, or non-public strategy.
  • Sentiment is inferred: Sentiment classification is done by AI and may not perfectly capture nuance, sarcasm, or context.
  • Point-in-time snapshots: Rates and other data are captured at specific times. Intraday changes may be missed.
  • Selection bias: Forum posts and reviews represent a vocal subset of customers, not the full customer base.
  • Scraping limitations: Some websites may block scrapers, change structure, or require login. Data gaps may occur.
  • AI interpretation: Claude may occasionally misinterpret data or make incorrect inferences. Human review is applied but not infallible.

💡 How to Use This Platform

For Working Teams

  • Read the Weekly Digest every Monday
  • Focus on "This Week's Watchlist" for priorities
  • Check rate changes for immediate response
  • Monitor perception for service issues

For Senior Management

  • Read the Monthly Report (executive summary)
  • Review competitive positioning trends
  • Consider recommendations for strategic planning
  • Request deep dives on specific topics

📬 Feedback & Requests

Have suggestions for additional sources, competitors to track, or improvements to the reports?

Contact: [your-email@company.com]

Or submit feedback via Slack: #competitive-intel