BPaaS, platform as a service, cloud banking, cloud-based models, SDS, cost efficiency
What role does Business-Process-as-a-Service (BPaaS) have to play in banking as we move into the new decade? Here are the 4 biggest benefits that BPaaS offers to banks.
digital private wealth management, Conversational banking, instant messaging, client management, customer experience, messaging app, relationship manager
Messenger apps and conversational AI will develop a significant impact on the client experience of banking. Financial institutions are busy establishing robo-chatbots for service requests or use AI-supported human conversation to support their relationship managers (RMs).
crypto, blockchain, wealth management, digital wealth management, non-bankable asset
In today's article, we write about the fundamental problem of exchanging non-bankable assets and present a new method for trading them in the absence of any regulated (public) market.
wealth management, wealth advisory, machine-generated investment strategies, artificial intelligence, machine learning
Recommendation solutions are sometimes used by wealth management firms and banks to automatically suggest the product that a client may be interested in. They aim to increase client satisfaction and avoid wasting both the client’s and the relationship manager’s time with inappropriate offers.
Case Studies, innovation, banking platforms, platform as a service, SaaS
The switch from the global interest rate benchmark to its regional offspring, like SARON in Switzerland, represents a major challenge to financial institutions.
blockchain, digital wealth management, wealth management solutions, data science, blockchain technology
Blockchain has been a buzz word for a few years but the announced disruption seems to have disappeared. So where are we since then? Are the promises all gone? Is there really something beyond the hype?
After introducing non-bankable asset investing in the first article of this series, we here discuss some valuation approaches using machine learning to make nBA investing fit for total wealth management.
As the dust starts to settle on the implementation projects related to PSD2 in the European Economic Area, it's time to reflect on what is happening with the move to open banking and ask, what has it given us so far - and is it really just about payments?
Open Banking, Open Banking Platforms, Open API's, ecosystem, Open Banking Provider
What factors are driving innovation in open banking? Can the platform economy really work for the banking industry?
wealth management solutions, data science, artificial intelligence, machine learning
This is the first piece in a series of three short articles that will address investing in non-bankable assets and focus on critical considerations when one’s investment portfolio includes such alternative investment vehicles.