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Now more than ever, financial services institutions need to move from legacy operational processes and compete with the fast-moving digital world, by putting a digital customer experience at the centr...
While some countries are gradually easing lockdown measures (with some restrictions remaining in place), other countries, such as the United Kingdom or India, are extending coronavirus lockdown to bet...
When it comes to saving money, it doesn’t matter whether you are rich, poor or whatever economic class you belong to. Besides being the crucial thing for an economically backward class to save money f...
ESG screens are common among asset managers today, in response to growing client demand for investments that align with their values. Much of the buzz has focused on the ‘E’ and ‘S’ of ESG, as manager...
Coming into 2020, many wealth management firms were beginning to realise that their continued focus on the digital transformation of onboarding, at the expense of other wraparound processes, was putti...
In the face of the worsened economic situation conditioned by the pandemic, many fintech companies now reconsider their processes. A particular focus is put towards more practical approaches in areas ...
The Baby Boomer generation (i.e. the generation born between 1946 and 1964 - so between 55-75 years old) is retiring in record numbers. In the US alone, about 10.000 baby boomers will retire every day...
Bond-Fires of the Vanities, The US Government plan to save the Bond Market, Many of you may remember the 1987 Tom Wolfe book that became the 1990 movie “Bonfires of the Vanities”. The story is about...
Coming into 2020, many wealth management firms have already embarked on digital transformation projects, while others have been slow to evolve. And while digitising the client experience, addressing d...
In January, when I asked the Wealth Dynamix leadership team to pick one piece of advice they would offer to a wealth manager looking to achieve differentiation in 2020, we had no idea that within week...
For companies a financial balance sheet (i.e. the statement of the financial position at a certain date) is common practice and for the majority of companies even mandatory to create one as part of th...
The wealth management sector is facing unprecedented challenges due to the outbreak of the global pandemic. As the coronavirus spreads, wealth managers’ business continuity plans need to include more ...