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The 5 Budget Apps and Personal Finance Tools

Understanding personal finances and the tools to manage them are an important step toward financial literacy. Fortunately, modern technology has made this step easier to obtain for more people. We’ve scoured the internet and app stores to compile this list of the top 5 most interesting personal finance apps, at …

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Is crowdfunding the next great boom?

The boom of technological innovations and creativity in the financial sphere has given us numerous interesting and beneficial concepts. One the more recent among them is the idea of collective investments (i.e. crowdfunding). In fact, crowdfunding platforms have become very popular in the last few years, with the crowdfunding market …

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The impact of artificial intelligence on wealth management

For better or worse, all kinds of industries use artificial intelligence nowadays, and wealth management is no exception. In fact, artificial Intelligence is one of the main trends in the wealth management industry and will change the industry forever for both consumers and companies alike. The three biggest impacts are …

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Opportunities for wealth managers in the growing gig economy

The rise of gig workers represents a disruptive force in wealth management that presents both challenges and opportunities. As gig workers don’t have access to employer-sponsored benefits, it can often be a challenge to get them to engage in the wealth management industry. In fact, a global study of gig …

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FinTechs represent an opportunity for wealth managers, not a threat

FinTechs are entering the wealth management industry at a record pace, and many traditional wealth management companies are not thrilled. But the fact is that FinTechs are bringing speed, radical innovations and visibility into the market. Although nobody can predict the next big disruption and how it will play out, …

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5 things wealth managers should keep in mind going forward

As the wealth management industry evolves, wealth management firms must reinvent themselves and take advantages of cutting-edge technologies to enhance consumer experiences and provide greater personalization. Here are five key things wealth managers need to keep in mind going forward: Consumers are not satisfied with current digital offerings. According to …

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The rise of BigTechs in finance highlights important issues

BigTechs have been rapidly moving to offer a wide range of financial services. But the role of BigTechs in the financial sector raises numerous issues as BigTechs are not regulated like financial institutions and, therefore, are not subject to the same stringent capital, leverage and liquidity constraints. While this can …

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The difference between FinTech and TechFin

In 2019, FinTech is not a new concept, with most people having at least some understanding of it. But this is not the case for TechFin. What is it? And how is it different from FinTech?  At its most simple level, FinTech refers to financial companies looking at technology as …

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5 competitive strategies for facing the BigTech threat

Today’s consumers want the same level of experiences they get from financial institutions as they get from BigTechs like Amazon and Google. The reality, however, is that most financial institutions do not currently offer this level of experience, meaning that, when BigTechs start delivering banking services, financial institutions may well …

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BigTechs march to battle in the financial sector

Over the past few years, there has been much made of the FinTech boom and how tech- and financially-focused companies were invading the financial sector from seemingly every corner. A new player, however, is entering the sphere and making even bigger waves. BigTechs (also known as TechFins) have swooped into …

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BigTechs push into the asset management industry

BigTechs – with their size, brand recognition, distribution capabilities and technology – are already active in the financial services industry and have sufficient motivation to enter the asset management industry. With consumer trust in BigTechs now equal to their trust financial institutions and even ahead of their trust in fund …

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4 lessons financial institutions can learn from digital-centric companies

Digital-centric companies like Amazon and Uber have raised consumer expectations regarding the experiences companies provide. These expectations are even being placed on financial institutions. Here are 4 lessons the financial industry can learn from digital-centric companies: Be obsessed with consumer experiences – younger generations have come to expect companies to …

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12 lessons all industries can learn from BigTechs

While most companies turn to BigTechs for ways to make work easier (e.g. with software and apps), they can also teach all industries other valuable lessons about how to do business. Here are 12 ways non-tech industries can learn from BigTech: Embrace failure – non-tech industries should learn to embrace …

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The 10 best B2B customer experiences

Once overlooked, customer experience is now a pillar of the business-to-business (B2B) world. A recent survey found that 90% of B2B leaders say customer experience is crucial to their companies’ strategic priorities. Here are 10 of the best B2B companies that are finding innovative ways to give customers what they …

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