Explore our thought leadership articles on the latest developments in financial services and how we analyze their impact on brands and financial institutions.
Conducted by leading market research firm Ipsos, this global research assesses the appetite and needs of 4,500 consumers across 10 countries…
Drawing insights from 1,500 consumers in Malaysia, Indonesia and the Philippines, this report delves into the opportunities for financial and non-financial companies…
Discover what the future of wealth management holds, with insights from 14 global industry leaders and opinion setters. Learn about the key structural drivers…
This paper deep dives into the use cases where generative AI will deliver the most value for Wealth Management, and delivers…
Wealth-as-a-Service (WaaS) is an untapped and untested market, ripe with opportunities for incumbents and…
This global survey assesses the appetite and needs of 3,500 consumers for embedded financial services, identifying…
The popularity and importance for embedded finance is set to accelerate. Our European study reviews the embedded…
Alongside Credit Suisse, Saxo Bank, Microsoft, Clarity AI and neobank TNEX, we explore the embedded wealth and BaaS opportunity…
This report, written in partnership with Microsoft, is the first to explore the embedded wealth opportunity, with a focus in APAC…
This paper reviews what are emerging as the ten key digital trends in wealth management set to shape the region by 2025, ranked by…
The what, why and how of meeting consumer needs.
Articles
Our perspectives about orchestrated finance, shifts in digital wealth management, and much more