371 Results from /wealth
Laurent Descout CEO at NEO Capital Markets
For millions of small businesses, 2020 was a pretty dismal year. But with a vaccine being rolled out and a Brexit deal agreed, business confidence is growing. I, for one, am looking forward to what 2021 has in store. As we start the New Year with renewed optimism, it is worth reflecting on the biggest challenges SME owners faced last year and how ...
17 February 2021 /wealth /startups Fintech
David Csiki President & COO at INDATA
Whether it be standardized client statements, marketing factsheets or other investor communications, investment management firms face a myriad of challenges when trying to provide accurate reporting to clients, consultants and other third parties. Investment managers seeking to automate client outreach and differentiate themselves from their compe...
11 February 2021 /wealth /predictions Data Management and Governance
Retired Member
After a turbulent year businesses are looking for some bulletproof guidance and inspiration, wealth management is no exception. There is no doubt that the Covid-19 has changed the world for ever, but let's not make the pandemic a scapegoat for the woes of asset and wealth management organisations. Prior to the pandemic, the wealth management sect
10 February 2021 /wealth /predictions Trends in Financial Services
Thomas Pintelon Head of Strategy at Capilever
In past blogs we have raised awareness of the lack of tooling for clients to properly manage their finances and associated risks. Personal (PFM) and Business Finance Management (BFM) modules are being developed rapidly and keep getting better, but most of these are still limited to a reporting/dashboarding layer. This allows customers to get bette...
08 February 2021 /wealth Financial Risk Management
Yuliya Barabash Managing Partner at SBSB Fintech Lawyers
In-house “ecosystems”, D2C, competition for end-users, neobanking via messengers, solutions design for SMEs involving cryptocurrencies, upgrading of payment systems and cloud accounting. Those are the main global Fintech trends I have identified for 2021: Ecosystem creation The year 2020 showed us that global corporations still focus on creating ...
01 February 2021 /wealth /markets Banking Strategy, Digital and Transformation
Venkatesh P Co-Founder and Director at Maveric Systems
The wealth management industry is in the midst of a monumental shift due to changing demographics, the influx of new generation potential investors, transitional global scenarios, and most importantly the rampant digitalization. This pace of change has been long predicted but the pandemic has accelerated its adoption, providing continuous opportun...
01 February 2021 /wealth /predictions Banking Strategy, Digital and Transformation
What are the prerequisites for the Fintech industry to flourish in any given country? I would certainly name an adapted legislative framework, the so-called “regtech”, the economic environment and favorable investment climate, as well as mobile and online technologies penetration and the population’s age and digital literacy. It is the combination...
26 January 2021 /wealth /markets Banking Strategy, Digital and Transformation
No need to be afraid of payment systems Businessmen generally prefer traditional banks, choosing to avoid payment systems. Many people believe that classic banks are much more reliable than payment systems. When we at SBSB offer our clients to open an IBAN account with a payment system, they are usually strongly opposed to this. Their first reactio...
14 January 2021 /payments /wealth Banking Strategy, Digital and Transformation
Dominic Snell Product Strategy Director at Wealth Dynamix
The drive to digitisation of the wealth industry is well and truly underway. Sticking to the status quo of the traditional practices is no longer an option, and many institutions have succeeded in efforts to implement technology to transform operations, especially in back office and operations. We will see the continuation of technology spend and ...
11 December 2020 /wealth Artificial Intelligence and Financial Services
Even if a consumer fails to pay their debt, you shouldn’t stop serving them. Now, more Americans than ever have debts, as the statistics shows, which should not be a surprise whatsoever; in these challenging times, people seek to save more for a rainy day. At this point, lenders should preserve a top-level quality of the service and continuously de...
07 December 2020 /payments /wealth Personal Finance
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