wealth management, wealth management software, MiFID, sustainable investments, ESG
If you maintain a sustainable lifestyle and set out to buy both tomatoes and an investment fund, you will quickly notice that your purchase decision regarding the vegetables is grounded in more fact than the one for the fund.
digital private wealth, digital private wealth management, robo advisors
Digital wealth management software can increase the financial services industry’s cost efficiency and enable them to reach a wider audience with custom services.
data science, software development, synthesized data, data management
Hearing of a synthesizer, most people’s thoughts might wander to electronic music rather than to digital data. But the process of synthesizing a database is exactly what banks should have in mind when it comes to accelerating their software development and testing.
digital private wealth, wealth management, digital private wealth management, digital wealth management, wealth management solutions
The latest survey of our partner Orbium, Survive and Thrive to 2025 – Insights from the Wealth Management C-Suite, reveals the challenges ahead for private banking and wealth management.
In this guest blog, Ian Woodhouse, Head of Strategy and Change at Orbium, shows how the company could help wealth managers transform and enhance their future potential.
digital private wealth, wealth management, digital wealth management, wealth management solutions
After five years of hype about digitalization, it’s time to take stock. Which trends have fulfilled expectations? Five years ago, all the talk was of robo-advisory, robotic process automation and distributed ledgers. But which technologies are private banks and wealth managers now using to secure their future?
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.