Yuanta Bank offers a variety of financial products, including home-related loans (mortgages, improvements, refinancing), car loans and personal loans. In consumer banking sales, strategies that target different market segments uniquely and integrate different types of loans are adopted, moving the bank further on its path of meet customers' needs more comprehensively.

Yuanta Bank assists its corporate clients by providing one-stop financial shopping, going from being merely a traditional lender to a total solutions provider. Yuanta Bank does not just act as a loan provider to large corporate customers, but focuses on tailoring its credit financing and wealth management services to small and medium enterprises (SMEs), a group that comprises 97% of businesses in Taiwan.

In the area of medium and long-term financing needs, the bank helps design investment strategies for customers as well as strategies to address mid to long-term operating capital needs, targeted at improving operations and strengthening a company's financial structure. The bank provides many varieties of medium and long-term financing services for customers who provide collateral or other creditable collaterals, effectively meeting many corporate financing needs.

In its warranty business, Yuanta contracts with customers to provide guarantees that the liabilities of a debtor will be met, highlighting another way Yuanta Bank provides flexible financial solutions for its corporate clients.

Yuanta Bank's wealth management team builds relationships with clients as they get to know their individual needs, a crucial first step as they design customized financial strategies and recommend suitable financial products. Clients have access to an island-wide network of over 300 professionally trained financial experts, enabling them to consult professional advice at any moment.

Accessing the resources of the parent holding company, Yuanta Bank offers customers more than just banking services. For example, customers can tap into global financial markets, have comprehensive investing plans designed for them and systematically invest and track performance in detail, making wealth management an effortless and efficient endeavor.

Yuanta Bank's credit card service uses the slogan “Making Your Dreams Come True” as its guiding principle and promise to cardholders. Product design and services are all geared toward meeting customer needs. Through the bank's cross-selling system, customers can be offered products suitable to their needs, while at the same time risk is effectively controlled, and by providing customer-centric and diversified services, profit potential increases. Through use of its customer relationship management (CRM) system, Yuanta Bank operates from the customer's perspective, creating value for cardholders by providing services such as financial management, fixed income and insurance products. The Bank's sales channels are integrated with each subsidiary of Yuanta Financial Holdings, enabling operational synergies across the entire company.

Yuanta Bank provides customers with specialized solutions, such as currency hedging consulting to navigate the ever-changing financial markets. The bank continually offers a variety of financial products, including foreign currency spot trading, currency futures trading and options trading, interest-bearing and dual currency financial products to meet customers' hedging and investing needs.  

From its beginning, Yuanta Bank's trust business has been customer-driven with an ongoing offering of new financial products to offer the latest solutions in meeting individual needs. Yuanta's trust business encompasses individual trusts, institutional trusts, and trusts for designated uses.