Our in-depth analysis for the global market environment and its strategic implications to the wealth management industry
A time to build WealthTech – Enabling you to build your own Wealth Management-as-a-service
White paper – Q1 2021
This report uncovers a completely new approach to buying and building enterprise software: Buy to Build. This enables IT teams within financial institutions to remain autonomous, but avoid the lengthy and costly process of building the foundational elements of an end-to-end wealth management system. Wealth Solution Builder does just that.
Wealth Management 2021 Predictions Report, with contributions from industry experts
White paper – Q4 2020
The pandemic has accelerated many of the structural trends already underway in wealth management. Looking to 2021, we asked many of the people shaping these transformations to offer their predictions for the year ahead. This report captures the essential signals to observe and act on over the next 12 months.
Omni channel by design – A platform approach to delivering superior customer experience at scale
Flash note – Q4 2020
Find out why financial services companies need to create seamless and unified client / advisor experiences across user journeys and channels, using the power of technology to deliver highly personalized and engaging interactions at scale – whether by augmenting and empowering the role of advisors or putting these tools into the hands of clients.
Build My Wealth – Capturing the mass affluent wealth management market opportunity
Flash note – Q3 2020
Helping clients form the habit of saving makes them resilient and enables their financial well-being. The pandemic has had an unthinkable side effects on the world, many of which we are still processing as a global society. Our fundamental needs bubbled to the surface with incredible speed, changing our habits dramatically.
Moving from AuM to Assets under Intelligence
White paper – Q2 2020
This report looks at the societal and business implications of the pandemic, and what they mean for the wealth management industry. Even though we don’t yet know its shape, the pandemic will produce a sharp recession. For wealth managers, we expect a rapid acceleration in the rate of digitalization.
What society needs from the financial sector – Now more than ever before
Flash note – Q1 2020
Everyone’s watching the upheavals across financial markets. Beyond industry insiders, people from all over the world look at the financial industry for signs of what their future might look like. The COVID-19 outbreak cut through the web of a global economy, forcing a sudden shift in trajectory.
Becoming a Digital Wealth Leader: A Successful Transformation
White paper – Q1 2020
This report takes private banks and wealth managers through the steps needed to transform themselves into digital wealth leaders, including how to concretely: respond to evolving client needs, augment the role of client advisors and turn higher value-add into higher revenues.