Industry Insights

Digitalization, digital advice, digital investment, digital wealth management, and hybrid advice are all current terms widely used in the wealth management industry. Are they just buzzwords or can digital advice...

The term “blockchain” is popping up everywhere, and this is especially true if you are into trading cryptocurrencies such as Bitcoin. So, what is all the buzz about blockchain?...

In the past decade, the wealth management industry has shifted from a product-based, sales-focused environment to one centered on holistic advice and goal-focused service. A multitude of drivers are forcing...

Virtual assistants or chatbots, digital personal assistants, robo-advisors, machine learning, and more. These terms may seem new, but the concept of artificial intelligence (AI) has been around for about 60...

As you know, the financial industry is evolving fast and regulatory compliance is an increasingly important issue. Several changes and adjustments are foreseen for advisors, brokerage firms, and banks. RegTech...

Leading organizations share an ability to predict what customers will demand in the medium-term and apply creative problem-solving to develop innovative solutions. This type of client-centered approach is central to...

Big data, digital transformation, and business intelligence are all phrases that have become increasingly popular over the last few years. Financial institutions have embraced this new trend and have...

Taking on the “robo-advisors” won’t be easy. That’s why providing “product pitchers,” “assets allocators,” “model matchers” and “stock pickers” with the right tools is so important....

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