Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date Wealthtech disruption: Top 5 trends to watch out for in 2023 Reed Colley, Don McHenry, Greg Miles Wealthtech, using sophisticated fintech to support wealth management, is disrupting the financial management industry. But to stay competitive, wealth... 2 weeks ago | 36 mins WealthTech: Disrupting Investment Management presented by Deloitte Innovate Finance Looking into key VAT topics for WealthTechs, including: freemium models, model portfolios, third party partnerships, VAT recovery on costs and the imp... 2 weeks ago | 56 mins Wealthtech's Expanded Role in Financial Management Elena Kozhemyakina | Mary Agbesanwa, Seccl | Stephen Wall, Wealth Mosaic | Urs Bolt, Wealthtech Expert Artificial intelligence, machine learning, and increased digitization are changing the ways investors and financial advisors do their work, and as the... 6 months ago | 61 mins Is 'Hybrid Servicing' The Next Big Thing In WealthTech? Oliver Smith, Managing Editor, AltFi The complex world of high-net-worth and ultra-high-net-worth wealth management is embracing a new model of supporting its customers. By augmenting tr... 6 months ago | 48 mins WealthTech Talks: Buy versus Build – What Now for Wealth Management? Stephen Wall, Founder, The Wealth Mosaic The topic of whether to buy versus build technology has been a longstanding debate in financial services and, for much of that time, the debate made a... 9 months ago | 50 mins WealthTech Talks: Reshaping The Onboarding Experience In Wealth Management Stephen Wall, Founder, The Wealth Mosaic “Digital onboarding is the key enabler to new client acquisition strategies.” In this live webinar, hosted by Stephen Wall, Founder of The Wealth Mos... 1 year ago | 49 mins WealthTech Talks: Delivering Modern Client Communications in Wealth Management Stephen Wall, Founder, The Wealth Mosaic Expectations are changing and in, wealth management, how clients expect their wealth manager to communicate with them is changing too. Paper-based rep... 1 year ago | 61 mins WealthTech Talks: Meeting Evolving HNW Client Expectations in Wealth Management Stephen Wall, Co-Founder, The Wealth Mosaic Expectations continue to evolve among high-net worth (HNW) investors and, for wealth management, this has a potentially significant bearing on their c... 1 year ago | 53 mins WealthTech Talks: Buy versus Build – What Now for Wealth Management? Stephen Wall, Founder, The Wealth Mosaic The topic of whether to buy versus build technology has been a longstanding debate in financial services and, for much of that time, the debate made a... 11 months ago | 50 mins Building an Effective Business Case for WealthTech CLM Oliver Smith, Managing Editor, AltFi A transformation tsunami is taking place within the wealth management sector in order to provide a far superior experience for their clients, while be... 12 months ago | 59 mins Load more
