287 Results from /wealth
Kuldeep Shrimali Consulting Partner at Tata Consultancy Services
Introduction Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of customer centric business model as it allows to drive business growth by attracting new clients and prospects. The key drivers that propel firms to con...
06 December 2023 /wealth Capital Markets Technology
Suman Rao UK managing director at Avaloq
Design thinking is, at its core, a process of empathizing with the user. The methodology has been successfully used in many industries to drive human-centred innovation, resulting in the creation of pioneering products like the first mouse for Apple. In recent years, it has become increasingly popular in the financial industry and big financial pl...
30 November 2023 /wealth Digital Banking
Retired Member
In the ever-evolving financial landscape, buzzwords spring up, causing us to ponder, "What is the real meaning behind this term?" Recently, the phrase "impact investing" has been causing some fanfare. Let's decode this concept together. Understanding Impact Investing Envision the melding of social conscience with investment st...
27 November 2023 /wealth /sustainable Business
Julia Khandoshko CEO at Mind Money
Irrespective of the industry, AI and ML are now all the rage, and asset management is no exception. By 2027, around 16% of asset managers will supposedly disappear due to a paradigm shift in technological advancements and investor expectations. AI and ML technologies are being used in various aspects of the financial industry. It’s all about adopt...
09 November 2023 /wealth /predictions Artificial Intelligence and Financial Services
Harriet Christie Chief Operating Officer at Mirrorweb
When JP Morgan Chase was fined $200 million for recordkeeping failures in 2021, it felt monumental. While ‘ephemeral messaging’ penalties were admittedly a new proposition, the size of the levy should have drawn a line in the sand and led to a tectonic shift in compliance procedures for financial services organizations. What has unfolded since has...
08 November 2023 /regulation /wealth Regulatory Reporting
Tommaso Migliore CEO & Co-Founder at MDOTM Ltd
Over the past few years, the adoption of AI into institutional investors' investment processes has proved to be successful in increasing investment results and operational efficiency. The remarkable application of such technology in this field has then grabbed substantial attention, particularly from large financial institutions, to the point that...
08 November 2023 /wealth
Darren Winfield Insight Consultant at Defaqto Ltd
Robo-advice, or digital wealth management, is gaining popularity, particularly with Gen Z, as a way for individuals to receive financial advice and invest their money using algorithms and technology through apps and web-based platforms rather than human financial advisors. As Gen Z continues to gain financial knowledge and independence, the adopti...
06 November 2023 /wealth /predictions Digital Banking, Mortgages and Savings
Andrea Varga Head of Innovation at Aryza
In the intricate landscape of receivables management, large companies find themselves navigating a complex web of financial obligations and diverse customer bases. The stakes are high, and the challenges are formidable. In this ever-evolving arena, a compelling shift in strategy is gaining prominence - the engagement of multiple Debt Collection Ag...
30 October 2023 /payments /wealth
Introduction The leading retirement firms are gearing up to respond to change in client’s financial needs. Firms have seen increase in demand for retirement plan, holistic financial advice, and financial wellness solutions. The change in client needs driven by the latest macro-economic developments such as increasing interest rate, rising inflatio...
25 October 2023 /wealth Capital Markets Technology
Jose Pierre CEO at Marketware International, Inc.
In an era defined by rapid technological advancement, the importance of teamwork and leadership has never been more crucial. As the world delves deeper into the realm of artificial intelligence (AI), organizations are undergoing transformative shifts, emphasizing the need for collaborative and visionary leadership to navigate the complexities of a...
16 October 2023 /people /wealth Artificial Intelligence and Financial Services
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