wealth management solutions
banking platforms, digital private wealth management, wealth management solutions, client management, customer experience, data management
Data divide: The financial cost of a disconnected retail and wealth management system for firms and investors
We often observe that large financial firms operate on separated systems to serve their retail and wealth management clients. This lack of integration is increasingly disruptive to the relationship management experience, as it significantly impedes growth and limits the wealth managers service to investors.
CX, wealth management, digital wealth management, wealth management solutions, robo advisors
Forget the world — robots are more interested in taking over our wallets. This year, the amount of assets under management by robo-advisors is projected to reach $1.4 trillion USD . By 2025, that figure is expected to double. As the industry evolves and the amount of money pouring towards robo-advisory grows, so should our understanding of three key questions: Who uses robo-advisory? What factors influence its adoption? And might it share more with human advisory than we expect?
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.
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?
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?
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.
wealth management solutions, investment solutions, machine-generated investment strategies, automated portfolio
Managing investments using automated technology can have clear advantages for both providers of investment solutions and investors. We will explore some of them in this blogpost.
Cloud adoption has accelerated worldwide thanks to more familiarity, a better understanding and proven implementations. As with other sectors, in recent years wealth management firms have been facing huge pressure to improve operational efficiency and performance.
digital private wealth, wealth management software, digital wealth management, wealth management solutions
Digital wealth solutions have become a priority for financial firms catering to tech savvy investors. Read on to find out what features such solutions need.
Recent fintech trends suggest digital investment advisors will manage over $2 trillion by 2020, prompting successful banks to invest heavily in such software.