Managers of Wealth Fintech

Future of Earth

Investing in the future of our planet

The EU’s proposed AI Regulation

The AI Regulation also contains future-proofing provisions allowing for additions and/or expansions to these categories, and the examples contained within them, to cover emerging uses and applications of AI.

Digital seduction of Apac wealth clients

The Covid-19 pandemic has been the catalyst for more digital technology use in the region and will lead to permanent changes in investors’ behaviour.

Big Banks See Challenges, Opportunities In Central Bank Digital Currencies

The U.S. and various members of the European Union have been digging deeper into their own efforts to understand the challenges and opportunities tied to launching CBDCs domestically (with an eye on streamlining B2B and cross-border trade)

Open Finance: Customers at the Center and a New Data Core

As FintechOS CEO and Co-founder Teodor Blidarus comments, “data is your most important asset yet you don’t own – you are a custodian – you must leverage data with the consent and trust of the customer”.

From the Retail Trading Frenzy to Growing ESG Trends, What Will be in Proxy Season 2021?

New survey from Broadridge unearths the sentiments of newer and younger retail investors

Some Facts & Figures From CGIX

The hosted versions of CGiX also processed just under 31.5 million transactions for our clients during last year, peaking in September with just under 4 million transactions.

"Foundational Infrastructures for an Inclusive Digital Economy" - Opening Remarks by Mr Ravi Menon

The public and private sectors must come together to co-create common digital infrastructures, and avoid the pitfalls of isolated technology solutions - ‘digital islands’ and ‘walled gardens’.

Withers tech represents Draper Esprit on $60m funding round in FintechOS

Draper Esprit led the Series B, with other investors including Earlybird Digital East, Gapminder Ventures, LAUNCHub Ventures, and OTB Ventures.

WealthTech Talks: From Agile Development to Agile Business

Agile was designed to emphasise flexibility through the project lifecycle, allowing teams to react quickly to new insights or changes in the project scope.

Are the cost barriers-to-entry for wealth platforms falling?

Although still a challenge, as technology catches up with market requirements on both the client and provider side, wealth firms are now well positioned to introduce or add a platform without ‘breaking the bank.’

How big a toll will digital insurance services take on traditional premiums?

As customers renew their policies with more data-driven offerings, US$140 billion of current insurance revenues could shift from traditional to tech-enabled insurance products, including behaviour-based insurance for vehicles and smart homes.

Restore our Earth

My pledge started in 2016

Soaring demand drives gold-backed cryptocurrency listing

Each PAXG token is backed by a piece of London Good Delivery gold bar, kept in Brink’s gold vaults, which is the approved storage company of the London Bullion Market Association.

Digital Client Onboarding: The Talk Of The Town - Contemi Solutions

Most financial services firms struggle with the basics of their onboarding processes and are unable to set the tone for the right and profitable customer relationship.

What's next for Open Banking?

This creates big opportunities to make banking better, in particular, tailored, personalized solutions for every area of money management.

Nine-in-ten bank boards lack professional technology experience

In particular, various reports have found that the banking sector has been among the fastest to take up new technologies in recent years

Time to prioritize advisor preferences for engagement

This framework is usually built around the assumption that the most valuable advisors want and need your highest touch, most expensive resources

Why are Latin American fintech startups so attractive in the global entrepreneurship landscape?

Why? These companies are imposing a new way to improve financial services solutions, which has made them very attractive.

Strengthening resilience is the key to success in 2021, says PwC's Global Crisis Survey

According to survey respondents, for 2021, the outlook is positive: In PwC's 24th Annual Global CEO Survey, published earlier this month, a record-high 76 percent of CEOs believe global economic growth will improve in 2021.

Comment & Analysis