87 Results from 2023, /wealth
Retired Member
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 Banking Strategy, Digital and Transformation
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
A smooth subscription process is critical to private market relationships, especially given the current downturn in funding. Yet, manual compliance and onboarding processes are still prevalent at many firms. This not only creates tedious back-office work, it’s costly and ultimately slows down fund growth. Meanwhile, some private equity firms are e...
11 October 2023 /wealth /markets Private Equity Investing in Financial Technology
Harriet Christie Chief Operating Officer at Mirrorweb
While communications surveillance has become a more pressing requirement in recent years, the truth is that most of the current generation of platforms was built 20 years ago. Society has changed a lot since then, both in terms of our technological capabilities and the ways in which we communicate. It’s important that compliance tools keep up with...
11 October 2023 /regulation /wealth RegTech
Naina Rajgopalan Content Head at Freo
Recurring deposits, often abbreviated as RDs, have long been a preferred choice among individuals seeking a secure and systematic way to save and grow their money. These savings instruments offer a disciplined approach to financial planning and can help you achieve your short and long-term goals. In this comprehensive guide, we will delve into the...
03 October 2023 /wealth /inclusion Personal Finance
Kevin Eley VP of Sales, UK and Europe at LogRhythm
The modern threat landscape is evolving at an unprecedented rate. Attackers are continuously deploying more sophisticated techniques and it can be hard for Chief Information Security Officers (CISOs) to know whether they’re investing their cybersecurity budgets in the right places. In challenging economic climates, cybersecurity must remain a top ...
14 September 2023 /security /wealth
Pavlo Farb Security Engineer at Cossack Labs
Thinkers always win, don't they? Industry leaders who think strategically and plan are more likely to achieve their goals. A product that meets user expectations, ensures safety of their assets and sensitive information is destined for success. Would you like to be the creator of an optimal solution that wins the market and the hearts of your user...
14 September 2023 /security /wealth Digital Banking
Andrew Beatty Head of Wealth, Retirement & International at FIS
In the digital age one size fits nobody. Banks and wealth managers must heed this truism because investors’ demand for personalization and advanced digital engagement is growing – and it’s not limited to the young. This blog explores how wealth managers can offer exceptional personalized service in a digital world. Research suggests that 64% of mi...
24 August 2023 /wealth /retail Banking Strategy, Digital and Transformation
Akshaya Chandra Head of Innovation, Technopreneur at Tata Consultancy Services
Here is an anecdote, most parents would relate to: A colleague of mine said her 3-year old is quite easy to manage, as the boy can spend hours talking to Alexa, while mom finishes her chores or works from home. My colleague also noticed that the little one has developed a close bond with Alexa because, overtime, Alexa’s responses to the boy got be...
23 August 2023 /wealth Personal Finance
Ravishankar Poonjolai Consulting Partner at TCS
Our generation is witness to the emerging power of current game-changer Generative AI (GenAI), which is a deep learning technique of Artificial Intelligence within Machine Language umbrella. It’s a thriving baby with Large Language Models (LLMs) as foundation, which itself is a convergence of neural network models, made commercially available now ...
17 August 2023 /wealth /predictions Capital Markets Technology
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