313 Results from /wealth
Dennis Buckly Fintech Writer/Analyst at House of Ventures
Traditionally, handling one's personal finances has always been a burden. For the longest time, the majority of individuals received their earnings in cash, brewing the need to meticulously tally up income and expenses in order to comprehend the budget for various needs. To say that this was a lengthy and tedious process is an understatement. Th
05 July 2023 /wealth /startups Fintech
Sheza Gary Project Strategiest at Self Employed
The past few years have seen the world of art being taken by storm. White fine art sales have continued to be as strong as ever, two new types of investment platforms have shaken up the industry and spawned new discussions around the place of art as an alternative asset class. The Masterworks app, used to access an innovative factional blue-chip...
16 June 2023 /wealth /markets Digital Sales
Retired Member
The power of personalised client offering, and digital client portals is revolutionary. Particularly for wealth providers within the United Kingdom. I'd like to explore how these two factors unite to revolutionise the industry. Personalised services are all around us. Tailoring to our individual profiles and needs, they are everywhere. From ret...
09 June 2023 /wealth /retail Banking Strategy, Digital and Transformation
Can machines really take the place of humans when it comes to building trust? And what does this mean for financial services, and in particular, wealth management? “This is the world now. Logged on, plugged in, all the time.” We live with Artificial Intelligence (AI) every day, without realizing it. Navigation apps such as Google Maps use A...
08 June 2023 /wealth /predictions Artificial Intelligence and Financial Services
Nathan Stevenson CEO and founder at ForwardLane
Since ChatGPT dethroned TikTok as the fastest app to amass one million users, generative pre-trained transformative (GPT) technology has been hailed as the hands-free solution to every writing need. From composing emails in business to writing content articles, the common perception is that GPT technology is here to replace humans. Yet behind the ...
05 June 2023 /wealth Artificial Intelligence and Financial Services
Katia Andropova Associate Director Cognizant Consulting at Cognizant Technology Solutions
Financial institutions must navigate a complex and constantly evolving environment of securities and transaction taxes that differ not just for each region, country, and asset class but also with client type, trading frequency and channels. Institutions are under obligation to comply with tax regimes such as FATCA, Financial Transaction Taxes (FTT...
31 May 2023 /wealth /markets Banking Strategy, Digital and Transformation
Chris Dohrmann FGE, SVP of Strategic Partnerships at Global Shares, a J.P.Morgan company
What do young employees want for their benefits package? Millennials widely support the prospect of being able to customize benefits, with almost three quarters (73%) agreeing this would be attractive to them. It’s important to remember, though, that generally, millennials only focus on benefits once they are sure that their basic requirements on ...
29 May 2023 /wealth /inclusion Fintech
Thomas Pintelon Head of Strategy at Capilever
In these times of high inflation - significantly higher than interests on savings - investing your excess money (wisely) is crucial to avoid losing purchasing power. Hundreds of books and courses try to introduce the basic concepts of investing and almost all of them mention a few key guidelines that everyone should follow, i.e. Invest according t...
25 May 2023 /wealth /retail Innovation in Financial Services
Jose Pierre CEO at Marketware International, Inc.
Once upon a time, in the ever-evolving landscape of technology, a disruptive force emerged that had the potential to transform industries across the globe. This force, known as Large Language Models (LLMs), proved to be a game-changer in various domains, raising hopes and prompting businesses to adapt or risk being left behind. As organizations sc...
24 May 2023 /wealth /sibos Artificial Intelligence and Financial Services
It’s no wonder financial institutions (FIs) are losing millions annually to fraud and money laundering. Despite ongoing amendments to anti-money laundering policies, the industry still faces challenges due to delays in implementing those changes. While scammers devise new methods to exploit the system, banks maintain a slower pace toward digitiza
23 May 2023 /wealth /inclusion Banking
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