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Innovation in Financial Services

A discussion of trends in innovation management within financial institutions, and the key processes, technology and cultural shifts driving innovation.

Retired Member

Retired Member 

IOT solution for inventory management

Current Situation We often purchase groceries/home needs from shop based on the inventory available at home. Sometimes, we end up either procuring more than what we need or miss the item to purchase due to unavailability of inventory information at our disposal. The same applies to items maintained in home fridge/large food warehouse where items...

Konstantin Rabin

Konstantin Rabin Head of Marketing at Kontomatik

Vendors looking for Fintech solutions driving innovation

It seems that what is driving true innovation within the fintech community is not simply the jovial step of progress, as certain parties would put it, but rather the basics concepts of economic theory. There are many vendors working across the internet, all of whom provide diverse services, with users who have diverse needs in terms of what they w...

/payments

Joris Lochy

Joris Lochy Product Manager at Intix | Co-founder at Capilever

Digital Investment Advice - Should Financial Advisors start looking for another job?

1. Introduction Digital Investment Advice Tools (also called IATs, Robo-Advisors, Automated Investment Advisors, Digital Investment Managers or Digital Wealth Management Tools) play an increasingly important role in the world of investment advice and wealth management. These tools are already in use for decades in wealth management firms (often in...

/retail

Charles Platt

Charles Platt President, EMEA at SAP Fioneer

Experience: The real bond between bank and customer

Making major financial decisions is often emotive. Empowering users to make the right choices is possible if the best information is provided to them through a clear and effective user interface. Bringing together elements of data to underpin the decision, and user experience to manage the process, is the heart of experience management (XM). Banks...

Thomas Pintelon

Thomas Pintelon Head of Strategy at Capilever

Why lending against your investments is perfectly compatible with daily banking and PFM & BFM

Today’s bank customers want a fluent, end-to-end experience. Unfortunately most online and mobile banking platforms are still very silo organised, with typically modules for Daily Banking, Investments, Credits and Insurances. Even though this reflects very well the internal (IT) organisation of the bank, customers prefer to have a more customer-or...

Jose Pierre

Jose Pierre CEO at Marketware International, Inc.

Data Analytics in Wealth Management

Wealth Management is undoubtedly in a period of constant change, motivated in part by changing investor preferences, regulatory developments, and evolving technologies. As Wealth Managers formulate business and technology strategies, discussions on a variety of areas ranging from how best to integrate new and legacy applications, selecting suitab...

/ai

Linda Zaikovska-Daukste

Linda Zaikovska-Daukste Co-founder | COO | CFO at UXDA

Increasing Demand of Digital Financial Product Through Value

We have all heard of products that offer several features but still do not retain their share of the market. At the same time there are the “fortunate ones,” who seem to do nothing but have incredible demand anyway. Why is it? What does it depend on, and how do we use it purposefully? To answer this question, I will take you thorugh the five stage...

/startups

Retired Member

Retired Member 

DMP vs CDP

The Financial Services sector has undergone a radical digital transformation in recent times. This change can be attributed to the popularity of services such as digital banking, online trading, and online insurance schemes. Going the digital way has also resulted in the generation of large amounts of digital data. As the industry is highly data-d...

/inclusion

Retired Member

Retired Member 

Build or Buy a Customer Data Platform: How should Financial Marketers evaluate this?

Marketers in the financial services sector has been seen many a times confused when it comes to build or buy a customer data platform. It is quite difficult for them to evalute the entire process without knowing in-depth information about it. So, lets get dive into the differeneces, pros and cons for buy or build customer data platform Factors to ...

/inclusion

Thomas Pintelon

Thomas Pintelon Head of Strategy at Capilever

How liquid asset based lending brings benefits to both banks and their customers

Imagine you have a short-term cash need [university fees for your kids] but you do have some long-term bonds in your investments portfolio. Wouldn’t it be great if your bank allows you to temporarily block these assets and get a short term loan facility to bridge the gap? Lending against liquid assets that customers hold within their bank, is an u...

/retail

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