Steve Dourdil Business Development at Kerv Collaborate
If you work in financial services, chances are your organisation has some form of mobile recording solution in place. Although certain firms don’t necessarily have a regulatory requirement to record mobile communications, many choose to anyway as a matter of best practice. For a large percentage of firms though, recording of mobile calls and texts...
23 September 2022 /regulation /wealth Financial Risk Management
Retired Member
Such has been the stratospheric growth of embedded finance over the last 10 years, it was perhaps always inevitable that it would sprout new limbs and infiltrate other areas of money management from lending to insurance. Among these newer extremities is one that promises to transform how people use their wealth forever – embedded wealth management....
20 September 2022 /wealth Embedded Finance
David Csiki President & COO at INDATA
As Gartner® has noted in recent research, “Changing client requirements, cost, complexity and regulation make reporting capabilities a key factor in selection by investment firms. Clients demand that their money managers make investments in forward-looking, personalized performance and risk reporting.” Those firms that make investments in dynamic ...
19 September 2022 /wealth /predictions Big Data
Maria Stankevich
Maria Stankevich, Chief Business Development Director at EXMO.com, explained how to open long and short positions using only one indicator. The current market is increasingly looking like chaos - September became the sixth month since cryptocurrencies plunged into the abyss of fear, according to the Fear and Greed index. Now is the most extended p...
19 September 2022 /wealth /crypto Cryptocurrency Insights
Background In recent years, the Financial Services Industry has gone through a rapid and significant digital transformation journey. The need for digital technology experiences is gaining momentum in the superannuation industry and innovation is going to play a significant role in accelerating the creation of new digital superannuation products fo...
06 September 2022 /wealth /predictions Innovation in Financial Services
Ravishankar Poonjolai Consulting Partner at TCS
Globally, investments into digital assets such as bitcoin, alternate coins, stablecoins, NFTs and DeFi are on the rise, with more than 300 million users. Also, institutions investing in cryptocurrency increased from 33% in 2019 to 52% in 2021 according to Bloomberg Intelligence’s Crypto Outlook. After mainstream adoption, many global regulators ap...
29 August 2022 /wealth /crypto Alternative Investments
Kuldeep Shrimali Consulting Partner at Tata Consultancy Services
Abstract Direct indexing as an investment product allows clients to hold individual securities that are part of an index, unlike a mutual fund or an exchange traded fund where client own shares of the fund but not the underlying individual securities within the fund. It also offers additional flexibility, such as tax optimization and security lev...
29 August 2022 /wealth Capital Market Technology
Konstantin Rabin Head of Marketing at Kontomatik
Technologies have advanced tremendously over the last few years and it comes as no surprise that we witness more and more algorithmic solutions to our problems. The financial sphere has also implemented electronic trading tools and digital signatures in order to help people invest money in the appropriate direction. The majority of traders, especi...
22 August 2022 /wealth
Sarah Carver Head of Digital at Delta Capita
Every financial institution is prioritising digital transformation as an essential part of their strategy. The challenge is which areas to change first. Digital transformation can involve a multitude of projects and outcomes. For example, it can involve incremental improvements improve process automation, form digitisation, data collection, custome...
18 August 2022 /wealth /retail Women in FinTech
Luigi Wewege President at Caye International Bank
Some believe they can only hold citizenship in one nation. In some cases, that's true. Not all nations allow their citizens to enjoy this status. But in nations that do, it’s worth the time and effort to learn more about how dual citizenship works and why it might be ideal for you. Here are some basics that will help you get started. What is Dual ...
06 August 2022 /people /wealth Alternative Investments
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