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Jeremy Takle

The Next Evolution in Banking: why personal finance needs holistic solutions

Future banks should evolve to offer holistic financial solutions, moving beyond fragmented services and limited offerings. In this article, we’ll discuss how, by focusing on integrated solutions that ...

23 h
Disruption in Retail Banking
Michael Rada

DIAMOND IN INDUSTRY 5.0

During the never ending ecosystem development of the FIRST INDUSTRIAL EVOLUTION EVER LED BY MAN (HUMAN), means INDUSTRY 5.0 new discoveries are found every single day. It happen thanks to 6R methodolo...

15 Jul 2024
INDUSTRY 5.0
Max Koretskiy

Whom Will Millennials Give Their $84 Trillion To?

Twenty-five years in the financial market – is it a lot or a little? It depends. For classic investment banks with a hundred-year history, this is not a term. For fintech startups, neobanks that draw ...

04 Jul 2024
Fintech
Matt Ryan

Keeping Customers Loyal When There Is Too Much Choice

93% of consumers compare products online before making a purchase, and with more choice than ever, particularly when it comes to financial services, wealth management and digital asset management, th...

01 Jul 2024
Trends in Financial Services
Chandresh Pande

Transforming UK Pensions Landscape - The role of QPDS under the Pension Dashboard Program

As per the latest survey, one in four people has lost track of at least one pension in the UK, with almost three million pension pots left unclaimed. The estimated combined value of these unclaimed pe...

24 Jun 2024
Consumer Financial Health
Jose Pierre

Chapter 1: Introduction to Strategic Consulting in Wealth and Asset Management

In the complex and ever-evolving world of wealth and asset management, strategic consulting plays a pivotal role in shaping the future of firms and ensuring their sustained growth and competitiveness....

15 Jun 2024
Fintech World
Harriet Christie

2024 so far - Recordkeeping Revamps and Regulatory Rigor

The typical narrative is that as time passes, digital regulation becomes more stringent. Accountability becomes a greater requirement as technology continues to advance and occupy a more meaningful pr...

06 Jun 2024
Fintech
Matt Ryan

The Next Wave of Client Engagement: AI and Digital Hospitality

Digital Hospitality is a new paradigm in client engagement that emphasises what can be done through next-generation digital tools to engage clients. These tools have been used for years, but have sign...

06 Jun 2024
Artificial Intelligence and Financial Services
Joris Lochy

Demystifying Investing: The Power of Digital and Generative AI

With an audience of fintech enthusiasts, I am probably preaching to the choir, but investing your excess savings remains critical to preserving and hopefully increasing the buying power of your hard-e...

03 Jun 2024
Digital Banking Trends
Max Koretskiy

Five Fundamental Characteristics of Attractive Investment Stocks

Traditionally, when considering the topic of investments in stocks of public companies, we focus on the trends of the American stock market, as the largest and liquid market in the world. It is a key ...

18 May 2024
Analytics in Banking
Dmytro Spilka

The DeWealth Revolution: How Blockchain is Driving Digital Transformation in Wealth Management

The blockchain revolution in the wealth management landscape is already underway, and offers a more secure and transparent means for individuals and organizations to build a more sustainable economic ...

17 May 2024
Julia Khandoshko

Adaptation to the New Market Paradigm Is a Key for Asset Managers to Prosper

In 2023, asset managers saw record gains, exemplified by J.P. Morgan's asset and wealth management business, which reported $3.4 trillion in assets under management, a 24% increase from the previous ...

14 May 2024

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