Capital Markets Technology

Transform thematic investing leveraging AI

18 Dec 2023

Prologue The thematic investing allows clients to invest in long-term ideas and trends and enables them to capture potential opportunities emerging due to economic, technological, and social changes. Broadly, the thematic investment classified as disruptive (OpenAI, autonomous driving), megatrends (demographic shift, resources scarcity) sustainabl...

Capital Markets Technology

Client onboarding an everlasting priority for wealth firms

06 Dec 2023

Introduction Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of customer centric business model as it allows to drive business growth by attracting new clients and prospects. The key drivers that propel firms to con...

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Capital Markets Technology

US Retirement providers – Adapting to new reality

25 Oct 2023

Introduction The leading retirement firms are gearing up to respond to change in client’s financial needs. Firms have seen increase in demand for retirement plan, holistic financial advice, and financial wellness solutions. The change in client needs driven by the latest macro-economic developments such as increasing interest rate, rising inflatio...

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Capital Markets Technology

Maximize value across wealth customer journey through insights

02 Mar 2023

The competitive landscape of wealth management industry is evolving very rapidly by a range of forces including an increasingly diversified client base with much higher expectations, hybrid advisory model powered by technology, regulatory change, geopolitical volatility and aggressive fintech with efficient digital business models. The leading wea...