Trends in Financial Services

Group founded 21 Feb 2007
Posts 381
Members 87
Group summary

A community to discuss the future of financial services and any other interesting trends, strategies, ideas, views.

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Steve Morgan

What Will Banks Accelerate Next In Their Digital Transformation Journeys?

COVID-19 saw banks accelerate their digital transformation plans, condensing them from year-long projects into a matter of weeks. In fact, research from Pega found that the pandemic increased organis...

21 Sep 2020
Retired Member

The advent of a new financial services marketplace

Swift change has been a common factor across industries since COVID-19. The financial services industry is one of many to have experienced disruption. An unprecedented government response in economic ...

16 Sep 2020
Eugene Rudenko

How Should Alternative Lenders Combat Emerging Forms of Fraud?

Among the lending firms that fall victim to hacker attacks, mid-large ones surprisingly become the primary targets. LexisNexis reports that only last year, 2,000 mid-large financial services firms and...

06 Aug 2020
Steve Morgan

The Tug of War Between Traditional and Challenger Banks Continues

With banks and their customers being forced to shift a majority of their activity online as a result of COVID-19, it is only logical that the digital banking experience should get more focus. Now, the...

23 Jul 2020
Retired Member

How Relationship Managers still hold the keys to wealth management success post-COVID

Coming into 2020, many wealth management firms have already embarked on digital transformation projects, while others have been slow to evolve. And while digitising the client experience, addressing d...

01 Jun 2020
Gary Linieres

Managing Portfolios in a Pandemic: Why Intelligent Automation Matters Most

In January, when I asked the Wealth Dynamix leadership team to pick one piece of advice they would offer to a wealth manager looking to achieve differentiation in 2020, we had no idea that within week...

14 May 2020
Joris Lochy

Your Personal Balance Sheet - Should everybody have one?

For companies a financial balance sheet (i.e. the statement of the financial position at a certain date) is common practice and for the majority of companies even mandatory to create one as part of th...

05 May 2020
Hirander Misra

The Investor, the SME and COVID-19: Time for the Stock Exchange to change or estrange

While the COVID-19 pandemic poses a significant threat to mainstream industry and commerce, it will be even more devastating to Small-to-Medium Enterprises (‘SMEs’), as a large number may not survive ...

28 Apr 2020
Steve D'Souza

Boom! CoVid-19 - That put a spanner in the works! Working from homes....

When talking to our clients at the moment they fall into two camps- one for whom the dispersion of staff to a home office environment was a long way down the scenarios on their BCP, and therefore they...

28 Apr 2020
Lisa Fretwell

How can financial services respond to the Covid-19 pandemic?

The circumstances we find ourselves in are unparalleled and changing daily. The way we prepare to weather the impact in the short term will be key to making sure its long-term effects are contained as...

23 Apr 2020
Clive Bellows

Rethinking Technology’s Role in the Evolving Asset Management Landscape

Regulation, rising costs, compressed fees all contributing to pressure of change Investment managers undoubtedly feel the pressure of change. Costs are rising, fees are stretched, and margins are bei...

17 Apr 2020
Retired Member

VCs response to the Coronavirus threat

This article focuses on VCs and their action patterns during economic slowdowns / recessions including actions taken to shield their investments, especially the most promising start-ups in their portf...

09 Apr 2020

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