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Latest /wealth expert opinions

James Wooster

James Wooster COO at Glue42

Unifying the Desktop

In our prior blog, we had introduced desktop fragmentation, the problems posed by it, and how a Desktop Integration Platform (DIP) can solve them. In this blog we delve further into the architecture and structure of DIPs. Providing a seamless user experience to end-users such as traders, analysts, data scientists, etc. has long been a challenge ow...

/wealth /devops Capital Markets Technology

Adriana P

Adriana P Trader at Xray Trade

NFT: I can own the internet now.

NFTs (non-fungible tokens) are not such a new concept as you would think - true blockchain enthusiasts will know that the first NFTs ever created were not in 2017 with the CryptoKitties on the Ethereum blockchain but 2012 on the Bitcoin blockchain. Although Bitcoin being NFTs is the opposite of its point as a currency. An NFT is a non-fungible ite...

/wealth /crypto Fintech

James Wooster

James Wooster COO at Glue42

The Fragmented Desktop

Regardless of whether you are a trader or a portfolio manager, the user journey in Financial Services is, to date, a tale of disparate technologies, inconsistent ergonomics, and poorly optimized workflows. Financial institutions constantly innovate and introduce new applications, thus placing a significant cognitive demand on the end user. While a...

/wealth /devops Innovation in Financial Services

Retired Member

Retired Member 

Hyper-Personalise Communications to Nurture Deeper, More Satisfying Client Relationships

Wealth managers must master hyper-personalisation in order to retain revenues during the great wealth transfer. For wealth managers striving to achieve competitive advantage, the depth of client relationships heavily influences service quality, loyalty, share of wallet and – ultimately – profitability. Increasingly, wealth managers are reassessing...

/wealth Capital Markets Technology

Thomas Pintelon

Thomas Pintelon Head of Strategy at Capilever

4 ways to improve financial fitness

Despite significant efforts by schools and media to give more attention to financial skills, the level of financial literacy in the general population remains low. Basic financial budget management appears very difficult for many people, let alone understanding more complex concepts like the correlation between risk and return, the need for divers...

/wealth /inclusion Financial Risk Management

Alan Blanchard

Alan Blanchard Country Head UK at Apiax

Cross-border banking in the digital age

The legal and reputational risks associated with providing cross-border financial services have risen sharply in recent years. Current national lockdowns and travel restrictions, alongside major regulatory upheaval, such as Brexit, are only adding to the challenges facing global banks. With bankers, wealth managers, asset managers and other financ...

/regulation /wealth Financial Services Regulation

Tushar Chitra

Tushar Chitra Vice President, Product Strategy and Marketing at Oracle Financial Services Software

Fix the Abandonment Quandary in Digital Onboarding

Successful digital onboarding is not just about enabling a customer to sign up for an account through a mobile phone in 5 minutes. What if the customer is forced into a cumbersome verification process after sign up? What if the customer needs advice on the best account that suits her or his needs or is confused about the details of a loan? If the ...

/wealth /retail Banking Strategy, Digital and Transformation

Retired Member

Retired Member 

When it comes to offshore call centres, what price is a happy customer? How can AI help?

The offshore explosion The nineties saw an explosion in the deployment of offshore service centres, the most popular destinations being China, India, Malaysia, Indonesia, Philippines and Brazil. The main benefit of this dash to offshoring and outsourcing was seen as reduced cost, given the compelling lower staffing and real estate costs these lo

/wealth /cloud Artificial Intelligence and Financial Services

Retired Member

Retired Member 

Digitise processes across the client lifecycle for frictionless remediation

Digitise processes across the client lifecycle for frictionless remediation As remediation gathers pace, wealth managers must further accelerate digitisation to avoid resource-intensive distractions that impact sales. By February 2020 wealth managers began realising that digitisation was a pre-requisite to thriving or even surviving the Covid-19 pa...

/regulation /wealth Trends in Financial Services

Laurent Descout

Laurent Descout CEO at NEO Capital Markets

Five ways to optimise your corporate hedging strategy for 2021

For millions of small businesses, 2020 was a pretty dismal year. But with a vaccine being rolled out and a Brexit deal agreed, business confidence is growing. I, for one, am looking forward to what 2021 has in store. As we start the New Year with renewed optimism, it is worth reflecting on the biggest challenges SME owners faced last year and how ...

/wealth /startups Fintech

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