287 Results from /wealth
Tatsiana Kuchminskaya Chief Financial Officer (CFO) at Andersen
Robotic process automation - or RPA - reduces time spent on routine tasks, helping employees be more productive. Why insurance needs automation Automation of business processes means the use of software robots to automate routine tasks. Any repetitive processes are prime candidates for automation. Insurance companies regularly do a huge amount of...
10 December 2021 /wealth /markets Innovation in Financial Services
Retired Member
One of my guilty pleasures in sales is the opportunity to bring an enthusiastic expert to meet one of my prospects experts and to listen to them riff at a level way above my level of understanding. Irrespective of the complexity, enthusiasm compels you to concentrate and as a result there is usually a nugget of knowledge which I can simplify and u...
07 December 2021 /wealth /predictions Banking Strategy, Digital and Transformation
Jussi Karjalainen CEO at Valtatech
As the Australian Prudential Regulation Authority (APRA) continues to introduce more and more regulation and oversight over the superannuation industry, superfunds are finding themselves having to continually review their processes and policies to ensure that they remain compliant. The latest Your Future Your Super (YFYS) reforms, which came into ...
23 November 2021 /regulation /wealth Financial Services Regulation
Andrew Beatty Head of Wealth, Retirement & International at FIS
Individualized customization tailored to a consumer’s exact wants and needs are just some of the ways hyper-personalization is manifesting in today’s world. The financial industry is no stranger to such a trend, but how can financial advisors keep up with the sheer amount of customization clients are demanding? Hyper-personalization is the next b...
18 November 2021 /wealth /retail Banking Strategy, Digital and Transformation
Sylvia Carrasco Founder and CEO at Goldex
One of the greatest barriers to people investing in the world’s longest-running medium exchange is, frankly, a lack of knowledge. The World Gold Council’s survey found that 66% of potential gold buyers don’t know enough about the precious metal to invest in it. Isn’t that curious? Gold has been the go-to store of wealth for many through-out histor...
17 November 2021 /wealth /startups Fintech
Luigi Wewege President at Caye International Bank
International banking has long included options for different businesses and commercial entities to establish accounts around the world. In some cases, the structures of those corporate bank accounts are like those used by individuals. What may differ is the requirements for establishing specific types of bank accounts in various offshore settings...
15 November 2021 /wealth /markets Marketing in Financial Services
Victor Martin CMO at SquareRoot
The entire finance industry now depends heavily on cutting-edge technologies to meet the requirements of their clients. Particularly sophisticated mobile apps representing financial services and institutions have now a norm for the entire industry. These apps, widely referred to as fintech apps, now hold the key to success for many banks and fina...
12 November 2021 /wealth /retail Fintech
Ivan Tsang Head of Corporate e-Banking at Fubon Bank
Fintech has accelerated the disruptive innovation of the financial industry: Payment, Insurance, Deposit & Lending, Capital funding and Investment Management. 1. Payment The main innovation of fintech is to make it easier and more valuable for consumers to pay with mobile devices and the Internet, and to enable cashless transactions. (1) Mobi
05 November 2021 /wealth /inclusion Fintech
Michael Rada HUMAN at IBCSD LAB s.r.o,
The biggest surprise comes unexpectedly. This does not mean, you can not help, but it is interesting that if you stop trying to find your lost glasses or keys, you will find them probably in the very next moment. I am sure you know that and this is why I don´t want to waste your time going around the topic ot this article, because I am sure you wo...
04 November 2021 /wealth /sustainable Bigger than Technology
You've heard of digital banking before and may even be using it regularly. Even so, there may be aspects of this type of banking that you don't know yet. That's easy to change by discussing with a financial expert. To help you get started, here are some basics about this form of banking and what it can do for you. 1. Digital Banking is More Tha...
04 November 2021 /wealth /predictions Digital Banking Trends
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