287 Results from /wealth
Daniel Fasnacht CEO&Founder at EcosystemPartners AG
In the hardest times, there is always a way to get better. With The Way Forward, I’d like to share disruptive changes that shape industries, businesses, and societies in the context of financial services. The 21 notes synthesise the findings of openness, flexibility, and customer-centricity in a digital world driven by platform business models and...
25 March 2020 /wealth /inclusion Innovation in Financial Services
Domile And Sustainable Finance, Impact Investing at Cyan Reef
Climate change, environment, pollution - all seem to be catch phrases now more than ever. Abbreviations such as SDG or the ESG gap are all over the internet and news. Even Davos, the world economic forum, had a very strong theme – climate change. By now almost everyone should be familiar with Greta Thunberg. Her activism and her straight to the po...
07 February 2020 /wealth /sustainable Innovation in Financial Services
Henry Iversen Chief Commercial Officer and Co-Founder at Boost.ai
Co-authored with Ramtin Matin, Lead Technological Strategist, SpareBank 1 SR-Bank Artificial intelligence is one of the key components behind the digital revolution in the banking and finance sector. From fraud protection to customer service, there is a seismic shift in how these companies are using technology—
29 January 2020 /ai /wealth Artificial Intelligence and Financial Services
Kuldeep Shrimali Consulting Partner at Tata Consultancy Services
Financial firms are increasingly leveraging digital technologies such as artificial intelligence, cloud and intelligent automation to hyper-personalize wealth management offerings. Our numerous interactions with global wealth firms indicate the move is driven by the need to achieve higher customer profitability, reduce customer churn and increase ...
14 January 2020 /wealth Capital Markets Technology
Retired Member
The relationship between the financial markets and the investor is quietly, but fundamentally, changing. A series of regulatory changes has or will require clients to be treated fairly (TCF), ensure they are better informed (MiFID II), and fully encouraged to participate in the long-term sustainability of the assets they own (SRD II). Each of the
14 January 2020 /wealth /markets Fintech
Wealth management is transforming faster than most professionals realize because the industry’s customer base is changing. Three trends are driving a paradigm shift in wealth management that will become clear in 2020. The most visible trends are the rise of intergenerational wealth, and the growing number of high-net worth women. For example, the
18 December 2019 /ai /wealth Trends in Financial Services
Amrik Sanghera Senior Business Consultant at Contemi Solutions
There is a growing awareness in wealth management circles concerning the need for wealth managers and financial advisors to preserve the investment assets that they currently manage, as they are passed to the next generation. Obviously, some of those assets will shift into pension drawdown plans to cover day-to-day living expenses, but there will
15 August 2018 /wealth Millennial Banking
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