Client relationship management (CRM) has always been the cornerstone of success in wealth management, driving personalised support and client retention. In today’s digital-first world, client expectations are shifting toward greater...Read More
When you’re young, the idea of retirement seems like a far-off dream, and preparing for it can wait until tomorrow. However, the sooner people think about it, the better. With...Read More
During the third quarter of 2024, the wealth management sector witnessed shifts, heavily influenced by sustainability, digital innovation, and regulatory adjustments. According to Kidbrooke, the escalating importance of climate risk modelling...Read More
Generative AI’s acceptance into the world of wealth management is continuing at a rapid pace. Both WealthTechs and wealth/asset management firms are starting to embrace the technology with new solutions....Read More
The WealthTech market continues to grow at a steady rate and is becoming increasingly interwoven with the wealth and asset management sector. In fact, the WealthTech sector was valued at...Read More
FinTech global recently sat down with Fredrik Davéus, the CEO and co-founder of financial analytics API developer Kidbrooke. During the discussion, Davéus discussed market data aggregation and financial product management and...Read More
Wealth management is built on data, but the modern digital ecosystem has made it tough for firms to effectively leverage their datasets. The biggest challenge facing wealth management firms regarding...Read More
Wealth management is not just about augmenting capital—it’s equally about safeguarding it. In an era where market fluctuations can be swift and severe, the essence of wealth management lies in...Read More
The proliferation of WealthTech companies has helped more retail investors gain access to the world of investing, but there is still a gap. New technology and access to financial education...Read More
Personalisation has continued to feature as an integral part of digitalisation strategies. Spurred on by the demand for it by consumers, companies across the financial services landscape are transforming their...Read More
