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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
A Finextra Member

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
Chris Dohrmann

Using equity awards to improve recruiting younger employees

What do young employees want for their benefits package? Millennials widely support the prospect of being able to customize benefits, with almost three quarters (73%) agreeing this would be attractiv...

29 May 2023
Fintech
Thomas Pintelon

Tips and tricks for making investment tools more transparent in these high inflation times

In these times of high inflation - significantly higher than interests on savings - investing your excess money (wisely) is crucial to avoid losing purchasing power. Hundreds of books and courses try ...

25 May 2023
Innovation in Financial Services
Jose Pierre

Let's embrace the future of finance with LLMs!

Once upon a time, in the ever-evolving landscape of technology, a disruptive force emerged that had the potential to transform industries across the globe. This force, known as Large Language Models (...

24 May 2023
Artificial Intelligence and Financial Services
Shiv Nanda

From Crisis to Opportunity: Using eKYC to Transform Banking

It’s no wonder financial institutions (FIs) are losing millions annually to fraud and money laundering. Despite ongoing amendments to anti-money laundering policies, the industry still faces challeng

23 May 2023
Banking

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