innovation, BPaaS, CX, wealth management, wealth management solutions, relationship manager
Over the past few years, people working in a bank’s Front, Middle, and Back Office have grown skilled in navigating the choppy waters of changing tides. But how do they plan to cope with the swells of new technology and waves of increased challenges that will hit these functions in the years to come? That’s what we wanted to find out with the first edition of Avaloq’s Front-to-Back-Office Report.
wealth management, wealth management software, sustainable investments, ESG
We don’t see ESG as merely a simple data attribute – we see it as a way to introduce new dimensions when talking about investments with end-clients. Therefore, it has to be implemented as an integral part of your investment advisory process, on par with other elements like asset allocation, performance and risk.
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, 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?
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.
digital assets, crypto, blockchain, digital private wealth, wealth management
Blockchain is a disruptive force but also a transformative one. This is how it is transforming the wealth management industry.