Thought leadership on trends in customer-centric finance and
digital wealth management, and on their implications for brands,
consumers and providers.
Thought Leadership
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…
This paper reviews what are emerging as the ten key digital trends in wealth management set to shape the region by 2025, ranked by…
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…
A new approach to building enterprise software: Buy to Build. This enables IT teams within banks and FIs to remain autonomous…
Financial institutions need to create seamless and unified client / advisor experiences across user journeys and channels…
The pandemic has accelerated many of the structural trends already underway in wealth management. Looking to 2021…
Helping clients form the habit of saving makes them resilient and enables their financial wellbeing. The pandemic has had…
This report looks at the societal and business implications of the pandemic, and what they mean for the wealth management industry…
Orchestration Platform, Solutions, Apps
Orchestration Platform and orchestrated Solutions:
the wealth of financial services and capabilities available in our ever-expanding open ecosystem enables you to orchestrate comprehensive financial experiences which address your customers’ complex real-life needs with great precision.
Apps:
our ready-to-run omnichannel financial apps enable businesses to rapidly enhance customer experience and enrich their value proposition. Hybrid Wealth Management, Wealth Robo Advisor, Credit Engine, Risk Analytics Dashboard.
Articles
Our perspectives about orchestrated finance, shifts in digital wealth management, and much more
