87 Results from 2023, /wealth
Prateek Duhan Senior Consultant at Capco
Replacing Anecdata with Real Insights The Irish mathematician, physicist, and engineer Lord Kelvin left us with numerous scientific inventions and these striking words of wisdom: “What is not defined cannot be measured. What is not measured, cannot be improved. What is not improved, is always degraded.” In the previous four installments, we made a...
08 August 2023 /wealth /wholesale Fintech
Daria Leshchenko CEO and Managing Partner at SupportYourApp
I have been reading since I can remember, and I am doing my best to pass this habit on to my team. Having read countless books on management and leadership, I have learned that not all of them are useful or can revolutionize one’s views. Here are 5 books I can truly recommend to everyone. Each of them made me a better manager and gave me a renewed...
01 August 2023 /people /wealth Personnel Management
Harriet Christie Chief Operating Officer at Mirrorweb
The Securities Exchange Commission’s (SEC’s) primary function is to protect investors, by drafting and enforcing regulations which hold firms accountable for their actions. One fundamental example of this is that all interactions between brokers and investors must be scrutinized, to ensure no wrongdoing. The prevalence of digital communications i...
28 July 2023 /regulation /wealth RegTech
Nathan Stevenson CEO and founder at ForwardLane
The potential risks and rewards of GPTs (Generative Pre-trained Transformers) such as OpenAI's GPT-4 in financial services have been much debated. Yet regardless of opinion, one point is indisputable: GPTs are here to stay. As such, one of the biggest risks to wealth managers when it comes to GPTs is ignoring them and failing to explore the oppor...
20 July 2023 /wealth Artificial Intelligence and Financial Services
Andrew Beatty Head of Wealth, Retirement & International at FIS
Embedded finance is mainstream, and e-commerce dynamics have changed forever. What began with payments quickly extended into deposits, lending, insurance, and other financial services. Consumers clearly value the convenience of embedded finance, which reduces friction by integrating financial products into the customer journey, exactly where and w...
18 July 2023 /wealth /retail Banking Strategy, Digital and Transformation
Anusha Sivaramakrishnan Consulting Partner at TCS
Generative AI has gained prominence in the recent times due to its truly transformative and disruptive potential. The evolution started with rapid advances in machine learning techniques for predictive analytics and insight generation followed by adoption of deep learning models. The models have now evolved into more advanced LLMs (Large languag
14 July 2023 /wealth /markets Banking Strategy, Digital and Transformation
Retired Member
Traditionally, handling one's personal finances has always been a burden. For the longest time, the majority of individuals received their earnings in cash, brewing the need to meticulously tally up income and expenses in order to comprehend the budget for various needs. To say that this was a lengthy and tedious process is an understatement. Th
05 July 2023 /wealth /startups Fintech
Sheza Gary Project Strategiest at Self Employed
The past few years have seen the world of art being taken by storm. White fine art sales have continued to be as strong as ever, two new types of investment platforms have shaken up the industry and spawned new discussions around the place of art as an alternative asset class. The Masterworks app, used to access an innovative factional blue-chip...
16 June 2023 /wealth /markets Digital Sales
The power of personalised client offering, and digital client portals is revolutionary. Particularly for wealth providers within the United Kingdom. I'd like to explore how these two factors unite to revolutionise the industry. Personalised services are all around us. Tailoring to our individual profiles and needs, they are everywhere. From ret...
09 June 2023 /wealth /retail Banking Strategy, Digital and Transformation
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
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