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The Wealth Mosaic

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  • additiv: An introduction to the topic of financial and wealth inclusion (Part 2)
    additiv: An introduction to the topic of financial and wealth inclusion (Part 2)
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: May 21 2019 4 mins
    We interviewed Thomas Schornstein, Member of the Executive Board and Global Head of Sales & Marketing at Zurich, Switzerland-headquartered digital platform provider additiv. In this second of a two-part video interview, Thomas talked to us about the topic of financial and wealth inclusion, including:

    - How the firm sees the topic of financial and wealth inclusion by different markets
    - Where the market for financial and wealth inclusion is heading
    - What the view on financial and wealth inclusion is among the private banking and wealth management sector

    Thank you again to Thomas for his time and insights.

    More insights to follow soon.....
  • Fenergo: Digitalizing the high net worth client onboarding experience
    Fenergo: Digitalizing the high net worth client onboarding experience
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: May 17 2019 6 mins
    Welcome to the third part of our video interview with Dublin, Ireland-based client lifecycle management technology firm Fenergo. In this video segment, Global Divisional Head - Private Banking & Wealth Management Steve D'Souza provides us with:

    - What the main challenges facing private banks and wealth managers are in relation to client onboarding today
    - Where the wealth management industry is today in its understanding of client lifecycle management
    - How digitalization can improve the client onboarding experience and streamline operational efficiency across the organization?
    - What the benefits are in terms of regulatory compliance and brand reputation for firms

    Thank you again to Steve and his colleague Una Lawlor for their time and for providing this overview.

    More insights to follow soon.....
  • Digitalizing the HNW Client Onboarding Journey in Wealth Management
    Digitalizing the HNW Client Onboarding Journey in Wealth Management
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: May 16 2019 59 mins
    The wealth management industry has witnessed significant change over the past few years. In order to stay competitive and deliver modern client expectations, successful wealth managers must develop strategies for delivering a streamlined client onboarding journey to a digitally savvy client base.

    In this webinar, you will learn:

    - Why client experience is the new battleground for global wealth managers
    - How data, innovation and technology are transforming client onboarding
    - The latest market trends and insights
    - What a best-in-class client experience looks like

    The Wealth Mosaic's Co-Founder and Head of Marketplace & Content, Stephen Wall, will speak with Steve D'Souza, Global Divisional Head - Private Banking & Wealth Management at Fenergo, and Abhishek Singh, Asset & Wealth Management Lead at Capital Markets, on this topic.
  • Technology trends & developments in the wealth management sector
    Technology trends & developments in the wealth management sector
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: May 14 2019 35 mins
    An interview with Christine Ciriani around the topic of technology trends & developments in the wealth management sector.

    Christine is an Industry Partner with Motive Partners, an investment firm dedicated to financial technology. She has more than two decades of experience in advising global and local wealth managers in adding client and market needs through a combination of technology solutions and operational / process efficiency having worked in the US, Europe and Asia. Most recently she was Managing Partner at Capco where she established and led the global wealth practice and was CEO of Switzerland. She is a mentor to F10 and FinTech Fusion incubators in Switzerland.

    In this webinar, our Co-Founder & Head of Marketplace & Content, Stephen Wall, will seek Christine's views in this area including elements like what have been the main focus areas for banks and wealth managers with regard to technology in the last five years, what has the industry achieved thus far, how far into the journey is it, what has it learnt, what is the status today, what more needs to happen, and more.
  • Virtual Affairs: The firm's client base and why clients work with the firm
    Virtual Affairs: The firm's client base and why clients work with the firm
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: May 14 2019 3 mins
    Welcome to the second part of our video interview with Amsterdam, Netherlands-based digital software and services firm Virtual Affairs. In this second video, Jan Verkleij, Business Development Director Banking, discusses:

    - What types of wealth management firms the firm works with
    - In which geographies the firm works with its clients and how that has evolved
    - Why existing clients choose to work with the firm and what is it that makes the business and offering relevant to them

    Thank you again to Jan and his colleagues for their time and for providing this overview.

    More insights to follow soon.....
  • additiv: An introduction to the topic of financial and wealth inclusion (Part 1)
    additiv: An introduction to the topic of financial and wealth inclusion (Part 1)
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: May 9 2019 4 mins
    We interviewed Thomas Schornstein, Member of the Executive Board and Global Head of Sales & Marketing at Zurich, Switzerland-headquartered digital platform provider additiv. In this first of a two-part video interview, Thomas talked to us about the topic of financial and wealth inclusion, including:

    - What financial inclusion is and why is it relevant in the wealth management and financial services sectors?
    - Looking at financial inclusion, what is the role and focus of additiv
    - Where the market for financial and wealth inclusion is going and what is the opportunity

    Thank you again to Thomas for his time and insights.

    More insights to follow soon.....
  • A quick introduction to Virtual Affairs
    A quick introduction to Virtual Affairs
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: May 9 2019 2 mins
    Welcome to the first part of our video interview with Amsterdam, Netherlands-based digital software and services firm Virtual Affairs. In this first video, Jan Verkleij, Business Development Director Banking, provides us with:

    - A brief introduction to the business
    - The make-up of the firm in terms of people and skills
    - What makes Virtual Affairs stand out from the crowd

    Thank you again to Jan and his colleagues for their time and for providing this overview.

    More insights to follow soon.....
  • Wealth management trends around onboarding, client acquisition & engagement
    Wealth management trends around onboarding, client acquisition & engagement
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: May 2 2019 21 mins
    In this podcast/webinar, we interview Wendy Spires, Head of Research at Wealth Briefing, around the evolving topic of onboarding, digital client acquisition engagement in the wealth management sector.

    Wendy has conducted multiple studies in this area and continues to do so as the need and appetite for change in this area grows.

    In this podcast/webinar, our Co-Founder & Head of Marketplace & Content, Stephen Wall, interviews Wendy on various elements around these topics including the extent to which client onboarding has improved over recent years, what areas remain a challenge and worry to firms, to what extent digital client acquisition is a priority among firms, how firms are achieving it, what is happening to leverage CRM technology, how firms communicate with clients, how personalised those efforts are, and so on.
  • Transforming Client Lifecycle Management for private banks and wealth managers
    Transforming Client Lifecycle Management for private banks and wealth managers
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Apr 18 2019 5 mins
    Welcome to the second part of our video interview with Dublin, Ireland-based client lifecycle management technology firm Fenergo. In this video segment, Global Divisional Head - Private Banking & Wealth Management Steve D'Souza provides us with:

    - An overview of client lifecycle management and why is it relevant to the wealth management sector
    - What the benefits and advantages are that wealth management firms can achieve through employing an end-to-end approach to client lifecycle management
    - An example of where a client lifecycle management process and solution has been successfully delivered and what impact and benefit the client achieved

    Thank you again to Steve and his colleague Una Lawlor for their time and for providing this overview.

    More insights to follow soon.....
  • Tindeco: An introduction and overview to the solution offering
    Tindeco: An introduction and overview to the solution offering
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Apr 18 2019 4 mins
    Welcome to the second part of our video interview series with Zug, Switzerland-headquartered integrated investment management platform technology provider, Tindeco Financial Services.

    In this second video, CEO & Co-Founder Michael Kaimakliotis provides us with:

    - An introduction to VISION Core Technologies, what it is and how it is structured
    - An introduction to the VISION Investments suite, what it is and how it is structured

    Thank you again to Michael and his colleague Moritz Kraus for their time and for providing this overview.

    More insights to follow soon.....

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