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Prateek Duhan

The DNA of a Successful Transformation Organization (Part 5)

Replacing Anecdata with Real Insights The Irish mathematician, physicist, and engineer Lord Kelvin left us with numerous scientific inventions and these striking words of wisdom: “What is not defined ...

08 Aug 2023
Fintech
Daria Leshchenko

I read 199 books about leadership. Only these 5 actually helped

I have been reading since I can remember, and I am doing my best to pass this habit on to my team. Having read countless books on management and leadership, I have learned that not all of them are us...

01 Aug 2023
Personnel Management
Harriet Christie

Communications surveillance: A company-wide consideration

The Securities Exchange Commission’s (SEC’s) primary function is to protect investors, by drafting and enforcing regulations which hold firms accountable for their actions. One fundamental example of ...

28 Jul 2023
RegTech
Nathan Stevenson

Four Business Benefits of Generative AI in Wealth Management

The potential risks and rewards of GPTs (Generative Pre-trained Transformers) such as OpenAI's GPT-4 in financial services have been much debated. Yet regardless of opinion, one point is indisputable:...

20 Jul 2023
Artificial Intelligence and Financial Services
Andrew Beatty

Embedded Wealth Management: The Next Big Disruptor?

Embedded finance is mainstream, and e-commerce dynamics have changed forever. What began with payments quickly extended into deposits, lending, insurance, and other financial services. Consumers clear...

18 Jul 2023
Banking Strategy, Digital and Transformation
Anusha Sivaramakrishnan

Generative AI – pioneering the next wave in capital markets

Generative AI has gained prominence in the recent times due to its truly transformative and disruptive potential. The evolution started with rapid advances in machine learning techniques for predict

14 Jul 2023
Banking Strategy, Digital and Transformation
Dennis Buckly

5 Fintech Startups That Are Revolutionizing the Personal Finance Management Space

Traditionally, handling one's personal finances has always been a burden. For the longest time, the majority of individuals received their earnings in cash, brewing the need to meticulously tally up

05 Jul 2023
Fintech
Sheza Gary

Masterworks, NFTs and the growing allure of community-driven artwork investments

The past few years have seen the world of art being taken by storm. White fine art sales have continued to be as strong as ever, two new types of investment platforms have shaken up the industry and s...

16 Jun 2023
Digital Sales
Alistair Venables

Revolutionising Wealth Management: Empowering Client Engagement in the Digital Era

The power of personalised client offering, and digital client portals is revolutionary. Particularly for wealth providers within the United Kingdom. I'd like to explore how these two factors unite to...

09 Jun 2023
Banking Strategy, Digital and Transformation
Christine Schmid

AI in Wealth: from Science Fiction to Science Fact

Can machines really take the place of humans when it comes to building trust? And what does this mean for financial services, and in particular, wealth management? “This is the world now. Logge...

08 Jun 2023
Artificial Intelligence and Financial Services
Nathan Stevenson

Mitigating the risks of GPTs in wealth management

Since ChatGPT dethroned TikTok as the fastest app to amass one million users, generative pre-trained transformative (GPT) technology has been hailed as the hands-free solution to every writing need. F...

05 Jun 2023
Artificial Intelligence and Financial Services
Katia Andropova

Navigating challenges and solutions of securities and transaction taxes

Financial institutions must navigate a complex and constantly evolving environment of securities and transaction taxes that differ not just for each region, country, and asset class but also with clie...

31 May 2023
Banking Strategy, Digital and Transformation

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