287 Results from /wealth
Luigi Wewege President at Caye International Bank
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...
26 February 2023 /people /wealth Trends in Financial Services
Elena Berestovaya Owner, Chief Marketing Officer at Ubanksy.com, UpTrader Software Design
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 ...
24 February 2023 /wealth /startups Marketing in Financial Services
Gery Zollinger Head Data Science & Analytics at Avaloq
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...
21 February 2023 /regulation /wealth Artificial Intelligence and Financial Services
Srinivasagopalan R Principal Consultant at Tata Consultancy Services
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....
18 February 2023 /wealth /retail Artificial Intelligence
Prateek Duhan Senior Consultant at Capco
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,...
16 February 2023 /wealth /wholesale Fintech
Willem Lambrechts Managing Director at Drebbel
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...
16 February 2023 /wealth /startups Fintech innovation and startups
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...
06 February 2023 /wealth /wholesale Fintech
Andrei Karpushonak CEO at Aprimerose
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...
06 February 2023 /regulation /wealth Fintech innovation and startups
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
02 February 2023 /regulation /wealth Fintech innovation and startups
Retired Member
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...
01 February 2023 /wealth /predictions Fintech
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