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 …
Read More »Artificial intelligence-based tools could help drive organic deposit growth
Traditional banks and credit unions have been losing the battle to attract deposits in a hyper-competitive environment. Many have attempted a number of different efforts to reverse this trend and …
Read More »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 …
Read More »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 …
Read More »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 …
Read More »Wealth managers wise to not forget about creativity and the personalized touch
With the wealth management industry consolidating and moving towards standardized and streamlined processes based on technological solutions, there will inevitably come a breaking point when technology for technology’s sake becomes …
Read More »Alternative investment startups allow users to buy shares of rare items
A relatively new concept in making investments is allowing investors to buy shares of rare cars and other rare items. For example, New York-based company Rally Rd. offers users the …
Read More »Startup Cleo moves beyond simple banking application to financial advisor
A seemingly infinite number of startups and simple banking applications offer users the ability to easily track and view their spending habits. But English startup Cleo is taking this a …
Read More »6 startups that will reshape wealth management
FinTech startups are reshaping the financial world, including wealth and asset management. Here are 6 WealthTech startups that are promising to change the way we manage our wealth: Cred – …
Read More »Startup helps users retire with peace of mind about their finances
FinTech startup Kindur is helping put retirees at ease by helping them manage their retirement funds and ensuring they have enough money for the rest of their lives. Launched in …
Read More »Revolut launches stock trading platform
British FinTech firm Revolut is jumping into the online brokerage space with its own commission-free stock trading platform, which is being run in partnership with U.S. broker DriveWealth. The company …
Read More »Two startups allow everyday Nigerians to access high-yield government bonds
In emerging market countries where economic volatility is a way of life, there aren’t a lot of relatively safe options for the up-and-coming middle class to save their money. In …
Read More »Additiv driving WealthTech democratization in Asia
Zurich-based WealthTech company Additiv has become a worldwide leader in the field of digitization for wealth managers. In Asia, the company is driving a wide-angle perspective and helping wealth management …
Read More »11 of the most notable WealthTech companies in Switzerland
With 75 companies operating in the sphere, WealthTech has become a thriving subset of FinTech in Switzerland. Here are 11 of the more notable Swiss WealthTech companies: AAAccell – a …
Read More »Where to make money with your money
For those looking to invest funds as a way to make money with money, there are 7 main ways to consider in the Russian market: Bank deposits – this low-risk, …
Read More »Attracting migrant remittances for investments into the Kyrgyz economy
According to economist Kubat Rakhimov, Kyrgyzstan has work to do if it is to ensure that laborers working abroad will make investments into the Kyrgyz economy. Specifically, he notes that …
Read More »Bakai Bank launches anonymized precious metal accounts
Bakai Bank has launched a new service – depersonalized metal accounts. The service allows consumers to conveniently invest in grams of gold, silver and platinum. The depersonalized nature of the …
Read More »Banks reviewing how consumers get perks from income cards
Income cards have become popular around the world due to their convenience and the benefits they provide. For example, some income cards not only serve as a bank account, they …
Read More »Survey of Kazakhstani choices in savings accounts
A recent survey of 1,600 Kazakhstanis from 45 locales around the country indicates that a majority (55%) pay attention to the financial information of financial institutions, including credit rating and …
Read More »Online foreign currency deposit options in Uzbekistan
With Uzbekistan’s national currency depreciating for 15 consecutive weeks and the United States dollar setting new records almost every 2 weeks, here is an overview of the 7 financial institutions …
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