313 Results from /wealth
Retired Member
Coming into 2020, many wealth management firms have already embarked on digital transformation projects, while others have been slow to evolve. And while digitising the client experience, addressing data management and technological infrastructure, and streamlining operations through automation have been popular areas to focus on, the needs of rel...
01 June 2020 /wealth Trends in Financial Services
Gary Linieres CEO & Co-founder at Wealth Dynamix
In January, when I asked the Wealth Dynamix leadership team to pick one piece of advice they would offer to a wealth manager looking to achieve differentiation in 2020, we had no idea that within weeks our world would be turned upside down by a pandemic as voracious as COVID-19. In hindsight, the quote I referenced at that time from Jim Marous, Ed...
14 May 2020 /wealth /markets Trends in Financial Services
Joris Lochy Product Manager at Intix | Co-founder at Capilever
For companies a financial balance sheet (i.e. the statement of the financial position at a certain date) is common practice and for the majority of companies even mandatory to create one as part of their annual reporting. In such a balance the assets are put against the liabilities, with the sum of the assets always equal to the sum of the liabilit...
05 May 2020 /wealth /retail Trends in Financial Services
The wealth management sector is facing unprecedented challenges due to the outbreak of the global pandemic. As the coronavirus spreads, wealth managers’ business continuity plans need to include more of digital tools and strategies. It is precisely in this crisis situation, where remote working, or the practice of working for an extended period ou...
15 April 2020 /wealth /covid-19 Capital Markets Technology
The paradigm shift brought about by coronavirus is forcing the wealth management industry to formulate strategies and come up with better tools and solutions to survive in this crisis. Sustaining investor confidence, client retention and business survival should be the immediate priority for wealth managers in this coronavirus world. While the wor
01 April 2020 /wealth /covid-19 Fintech
Matthew Ruoss CEO at Scorpeo UK
Every year, hundreds of Scrip dividends are issued by companies. Managers must make a relatively straightforward decision: take a cash dividend or take additional shares. It’s the duty of the manager to select the option that proves most lucrative to their clients. Unfortunately, many managers and advisers either opt for the less profitable option ...
31 March 2020 /wealth /markets Post-Trade Forum
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 Banking Strategy, Digital and Transformation
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