The wealth management trends 2025 is an overview of what the state of the industry will be in 2025. Given the broader macro trends in the world – rise in...
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Wealth reporting is coming out of the dark ages and into the digital era. Long gone are the days when wealth management reports were simply statements of a client's transactions...
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The application of artificial intelligence (AI) in the insurance industry is already ongoing and will substantially increase over the next decade. The expansion in the use of AI in the...
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Annuity products have two phases, which are the accumulation phase and the payout phase. Annuity products usually offer options for the payout phase to receive the value of the payout...
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Insurance Industry BPO (Business Process Outsourcing) is on the cusp of epochal change. The insurance industry has been and will continue to be in the midst of a technological upheaval...
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Financial Services Online Account Opening is a pivotal capability for banks and financial services firms. In 1994, Bill Gates famously said, "Banking is essential, banks are not." In the developing...
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How do you define and design the Financial Advisor Workstations for the Digital Age?  It is not an easy task to balance compliance needs, the exponential growth in social media...
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So-called FinTech Unicorns, startup companies valued at more than $1 billion, earned that moniker because they were rare. However, that’s no longer the case. As of September 12, 2016, there...
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What are the Unified Managed Household Accounts trends for the future? Do they augur well for the concept or is it being diluted and frittered away in all the Fintech...
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How does one balance the KYC Considerations in Digital Account Opening Transformation? It is evident that financial services firms need to up their digital game and transforming account opening capability...
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