Our in-depth analysis for the global market environment and its strategic implications to the wealth management industry.
10 digital trends set to shape Wealth Management in the Middle East by 2025
Based on our conversations with financial institutions and industry experts within the Middle East, this paper reviews what are emerging as the ten key digital trends in wealth management set to shape the region by 2025, ranked by business impact and adoption priority.
Embedded wealth management: a $100 billion market opportunity hiding in plain sight
We explore the embedded wealth opportunity and the importance of Banking-as-a-Service (Baas) alongside viewpoints from senior managers within leading industry players including Credit Suisse, Saxo Bank, Microsoft, Clarity AI and neobank TNEX, together with key fintechs focused on enabling embedded finance.
Embedded wealth management in APAC: How to access a $32 billion opportunity?
Embedded wealth is estimated to be worth US$32 billion in APAC alone, and challenger banks and consumer apps are already profiting. This report, written in partnership with Microsoft, is the first to explore the embedded wealth opportunity (including market needs and use cases), with a focus in APAC.
A time to build WealthTech – Enabling you to build your own Wealth Management-as-a-service
A new approach to building enterprise software: Buy to Build. This enables IT teams within banks and FIs to remain autonomous, but avoid the lengthy and costly process of building the foundational elements of an wealth management system.
Omni channel by design – A platform approach to delivering superior customer experience at scale
Financial institutions need to create seamless and unified client / advisor experiences across user journeys and channels, using technology to deliver highly personalized and engaging interactions at scale – whether by augmenting advisors or putting these tools into the hands of clients.
Wealth Management 2021 Predictions Report, with contributions from industry experts
The pandemic has accelerated many of the structural trends already underway in wealth management. Looking to 2021, we asked many of the people shaping these transformations to offer their predictions for the year ahead. This report captures the essential signals to observe and act on.
Build my wealth: Capturing the mass affluent wealth management market opportunity
Helping clients form the habit of saving makes them resilient and enables their financial wellbeing. The pandemic has had unthinkable side effects on the world, which we are still processing as a society. Our fundamental needs bubbled to the surface with incredible speed, changing our habits dramatically.
Post-pandemic wealth management: Moving from AuM to Assets under Intelligence
This report looks at the societal and business implications of the pandemic, and what they mean for the wealth management industry. Even though we don’t yet know its shape, the pandemic will produce a sharp recession. For wealth managers, we expect a rapid acceleration in the rate of digitalization.