Managers of Wealth Fintech

Investment in adviser fintech lowest since early 2018

Dip in venture capital funding, but early stage companies are tackling a variety of adviser challenges

HK consumers prefer digital channels to interact with financial services providers

In Hong Kong, 78% of respondents prefer interacting with their retail banks on digital channels, while only 39% of life insurance consumers prefer digital channels.

Why 2019 is a Crucial Year for Wealth Management

What emerges from this year’s World Wealth Report, published on July 9, is clearly the picture of a fertile ground for an accelerated innovation process, that requires two other dimensions to be disrupted: Strategy and Management Culture.

Strategic restructuring, customer experience and smart technology are key drivers for China banks' success - KPMG

China's banking industry has undergone many years of reform. Rising costs of compliance, system maintenance and human resources

HNW investors positive about digital but worried by security

Morgan Stanley also leverages its technology partners to create a more secure, efficient and collaborative environment for conducting business.

The Pulse of Fintech - KPMG

The fintech market in most areas of the world remained relatively strong and well poised for growth.

Why Gen Y are moving to non-bank lenders

The number of loan requests being declined by banks is suspected to be even higher – more than half.

Temenos Recognized as a Leader for 10th Time

Temenos named a Leader and positioned furthest for completeness of vision in Gartner’s report

China's post-90s report rising wealth management awareness

The digital credit platform Huabei is also a popular service among the younger generation

Survey: More than one-third of American investors would consider buying bitcoin

The survey attempted to shed some light on the demographics of bitcoin investors or would-be investors

These 5 industries can drive digital financial inclusion

The private sector must be part of the equation – it can be a powerful driver of financial inclusion.

How Africa’s technology drive is being hijacked

In one sense, the latest technology is having more of an impact in many African nations simply because development is overall behind the likes of the US, where many of these Silicon Valley innovations originate from.

SEI Study Uncovers the Impact of Advisor Biases on Client Outcomes

It's important for advisors to understand risk along two dimensions

Three global fintech innovations that created real value

In each of the following examples, let’s consider how various companies identified real problems their customers faced and created a series of solutions.

How Wealth Managers Are Using Technology To Understand Their Clients Better

Almost half (45%) of wealth managers said that financial guidance from data analysis—and insights from the use of AI—will help them refine the advice they give to clients.

Think China’s data is an unbeatable AI advantage? A new report says otherwise

The research comes as the US and China, competing on so many economic and cultural fronts, are locked in a rivalry over AI technologies

Who will write the wealth industry’s future: Big banks or robo advisors?

To be sure, Stein’s corner of the market has become crowded as even more firms add digital advice platforms.

More than one in 10 firms losing over $10 million due to cyberattacks - RESEARCH

New survey highlights dramatic increase in cyber threats across the globe

Changing attitudes about cyber security

Companies should embed a risk-based mindset across every level of their organization.

Mobile Money Transfers to Exceed 200 Billion Transactions in 2024

Social payments are highly appealing to younger users

Research