Retired Member
Can machines really take the place of humans when it comes to building trust? And what does this mean for financial services, and in particular, wealth management? “This is the world now. Logged on, plugged in, all the time.” We live with Artificial Intelligence (AI) every day, without realizing it. Navigation apps such as Google Maps use A...
08 June 2023 /wealth /predictions Artificial Intelligence and Financial Services
Nathan Stevenson CEO and founder at ForwardLane
Since ChatGPT dethroned TikTok as the fastest app to amass one million users, generative pre-trained transformative (GPT) technology has been hailed as the hands-free solution to every writing need. From composing emails in business to writing content articles, the common perception is that GPT technology is here to replace humans. Yet behind the ...
05 June 2023 /wealth Artificial Intelligence and Financial Services
Katia Andropova Associate Director Cognizant Consulting at Cognizant Technology Solutions
Financial institutions must navigate a complex and constantly evolving environment of securities and transaction taxes that differ not just for each region, country, and asset class but also with client type, trading frequency and channels. Institutions are under obligation to comply with tax regimes such as FATCA, Financial Transaction Taxes (FTT...
31 May 2023 /wealth /markets Banking Strategy, Digital and Transformation
Chris Dohrmann FGE, SVP of Strategic Partnerships at Global Shares, a J.P.Morgan company
What do young employees want for their benefits package? Millennials widely support the prospect of being able to customize benefits, with almost three quarters (73%) agreeing this would be attractive to them. It’s important to remember, though, that generally, millennials only focus on benefits once they are sure that their basic requirements on ...
29 May 2023 /wealth /inclusion Fintech
Thomas Pintelon Head of Strategy at Capilever
In these times of high inflation - significantly higher than interests on savings - investing your excess money (wisely) is crucial to avoid losing purchasing power. Hundreds of books and courses try to introduce the basic concepts of investing and almost all of them mention a few key guidelines that everyone should follow, i.e. Invest according t...
25 May 2023 /wealth /retail Innovation in Financial Services
Jose Pierre CEO at Marketware International, Inc.
Once upon a time, in the ever-evolving landscape of technology, a disruptive force emerged that had the potential to transform industries across the globe. This force, known as Large Language Models (LLMs), proved to be a game-changer in various domains, raising hopes and prompting businesses to adapt or risk being left behind. As organizations sc...
24 May 2023 /wealth /sibos Artificial Intelligence and Financial Services
Shiv Nanda Content Strategist at https://www.financialexpress.com/
It’s no wonder financial institutions (FIs) are losing millions annually to fraud and money laundering. Despite ongoing amendments to anti-money laundering policies, the industry still faces challenges due to delays in implementing those changes. While scammers devise new methods to exploit the system, banks maintain a slower pace toward digitiza
23 May 2023 /wealth /inclusion Banking
Simon Dimoni Remittance and Crypto Payments at HollaPay
Australia's rapid rise from a convict colony to a regional financial powerhouse has captured the attention of investors worldwide. With over a dozen unicorns, including Canva, SafetyCulture, and Airwallex, and 5 of the 11 most liveable cities globally, the country is now recognized as a potential crypto capital for family offices and hedge funds i...
16 May 2023 /wealth /crypto Alternative Investments
Luigi Wewege President at Caye International Bank
This week I was fortunate to do an exclusive interview with Robert Cannon, a financial advisor and fiduciary with over 25 years of experience in the US market. As CNBC pointed out concerns about the safety of bank deposits rising to levels not seen since the 2008 financial crisis, I felt compelled to sit down with Mr. Cannon to explore the curren...
05 May 2023 /wealth /predictions Business
Alan Quinlan CEO at dimply
In an era where customers' expectations are quickly rising, it's more important than ever for financial enterprises to offer great experiences. Other industries, such as travel and e-commerce are blazing the trail in delivering fast results, and it's crucial that financial enterprises aren't left behind. Offering smart, data-driven digital experie...
02 May 2023 /wealth /retail Banking Strategy, Digital and Transformation
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