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287 Results from /wealth

Luigi Wewege

Luigi Wewege President at Caye International Bank

Insights on Wealth Management and Asset Protection Trends

Success frequently comes with a significant drawback: it can make you a potential lawsuit target! This includes unfounded and frivolous lawsuits that can devastate your financial well-being. That means you must take precautions to keep the assets you've toiled to acquire from being taken unfairly. Asset protection is not about "hiding money&q...

/people /wealth Trends in Financial Services

Elena Berestovaya

Elena Berestovaya Owner, Chief Marketing Officer at Ubanksy.com, UpTrader Software Design

Be Picky! - A Working Marketing Strategy for New Forex Startups

At UpTrader, we often come across forex brokers who struggle with stagnant sales growth. To address this challenge, they may try various approaches such as improving their software, adding new assets, changing their workforce, or seeking out new Forex CRM systems. While all of these strategies have their merit, let's explore some marketing advice ...

/wealth /startups Marketing in Financial Services

Gery Zollinger

Gery Zollinger Head Data Science & Analytics at Avaloq

UK financial regulators have an opportunity to unlock AI’s potential

Adoption of AI technology has come a long way in recent years, especially in the back and middle office of financial institutions where the ability of AI to sort vast quantities of data, automate repetitive processes and accurately identify outliers is particularly valuable. From anti-money laundering to payment fraud prevention, AI is helping fin...

/regulation /wealth Artificial Intelligence and Financial Services

Srinivasagopalan R

Srinivasagopalan R Principal Consultant at Tata Consultancy Services

Can Transformers accelerate the evolution of an Intelligent Bank? – Exploring recent research trends

Machine Learning (ML) has transformed the Banking landscape over the last decade powering organizations to understand customer better, deliver personalized products and services and transform the end-customer experience with them. However, the efficiency of ML was limited by the volume and quality of training data and the time to train the models....

/wealth /retail Artificial Intelligence

Prateek Duhan

Prateek Duhan Senior Consultant at Capco

“The Broken Cycle”: The DNA of a Successful Transformation Organization (Part 2)

In this series we are looking at where financial institutions stumble on the path to building high-performing change organizations, limiting their ability to deliver meaningful strategic transformation. A mature transformation organization is a finely tuned machine, all parts of which are designed to be in harmony with each other. Once operational,...

/wealth /wholesale Fintech

Willem Lambrechts

Willem Lambrechts Managing Director at Drebbel

The pre-seed funding gap.

56 % drop in fintech investments...interesting number... however, the headline doesn't tell it all... The total amount invested in fintechs fell 56 %, ok. However , the total number of investments in fintech dropped only by 18 %. If it were for rising interests exclusively, the number of investments would have gone down proportionally... Where the...

/wealth /startups Fintech innovation and startups

Prateek Duhan

Prateek Duhan Senior Consultant at Capco

The DNA of a Successful Transformation Organization

Part 1: Three Pillars of Successful Change Organizations In this series we will look at where financial institutions stumble on the path to building high-performing change organizations, which limits their ability to deliver meaningful strategic transformation. The most successful transformation organizations are those that realize very quickly tha...

/wealth /wholesale Fintech

Andrei Karpushonak

Andrei Karpushonak CEO at Aprimerose

The Evolving Landscape of Open-Source Software: Benefits, Challenges, and Regulations

In recent years, open-source software has been making waves in the tech industry and beyond, offering a compelling alternative to proprietary software. But what exactly is open-source software, and how does it differ from its proprietary counterpart? Open-source vs Proprietary Proprietary software is owned by a single entity and protected by copyr...

/regulation /wealth Fintech innovation and startups

Andrei Karpushonak

Andrei Karpushonak CEO at Aprimerose

From Bearer Bonds to Registered Securities: The Evolution of Finance

In the financial world, securities are financial instruments that represent ownership of a specific asset or claim on an underlying asset. In the past, most securities were issued as "bearer instruments", meaning that whoever physically held the certificate was considered the owner, regardless of the name on the certificate. It created

/regulation /wealth Fintech innovation and startups

Retired Member

Retired Member 

100 mph Tape - rallying, wealth management and short term fixes

In our family 2 inch gaffer tape is known as 100mph tape. The name is a throwback to the days when my dad used to rally. Anyone who has rallied will know things break and fall off, and rallying isn’t a sport with a pit with a team of fully equipped mechanics around every muddy turn or conveniently positioned in every forest, so much of the time yo...

/wealth /predictions Fintech

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