August 31, 2020
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The Imperatives Behind the BFS Industry – A Reflection
Digital technologies have transformed traditional ways of doing business and the story is no different for the BFSI sector. This has been further accelerated by the current coronavirus pandemic.…
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February 28, 2017
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Robo-Advisors are Becoming a Factor to Customer Acquisition in the Wealth Management Industry
In 2017, the wealth management industry’s focus on increased profitability must balance responding to regulations with developing the agility to acquire the next generation of clients. Effectively… -
August 20, 2018
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How the Best Wealth Managers Use Predictive Analytics
Over the past five or so years, personal wealth management has morphed into a new industry. In part, this transformation has resulted from new technologies like artificial intelligence (AI) and robo-… -
December 12, 2019
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Handling the Governance Risk and Compliance Albatross as it Comes
Common consensus was that only death and taxes were certainties in life. Today, however, I am not so sure as other certainties have reared their heads to challenge this, one of these is the ever… -
September 17, 2019
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Generating Leads from Thin Air: How IoT can Transform Commercial Asset Financing
With the financing industry evolving at breakneck speed, firms need new ways to generate leads and verify their validity. However, studies suggest that on-ground visibility into prospective customers… -
The wealth management sector is undergoing a sea change, driven by next-gen technologies and evolving customer expectations. 60% of asset and wealth managers are apprehensive about losing business to…
September 6, 2019
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August 16, 2019
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Delivering a Bold Future of Customer Experience in Asset and Wealth Management
When it comes to wealth management, service providers have to walk a careful line between technology and a human touch. High net worth individuals (HNWIs) are eager to access the best possible… -
August 2, 2019
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Reflections on the Evolution of Cloud in Financial Services
My cloud journey began around 2006 when the term “cloud” was not part of the business lexicon and it still made me think of rain. As Technology Operations Manager of the Securities Sales &… -
November 23, 2020
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Unravelling the Play of AI in Investment Management
Investment Management industry is grappling with three key challenges; dramatic change in client expectations since the appearance of smartphones, litany of regulations since the 2008 financial… -
December 3, 2018
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Data Virtualization–Democratize Your Data
In today’s dynamic business environment, Data is an invaluable new currency whose exponentially growing impact dominates our lives today. Organizations are vying with each other to utilize large…
