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Nummo: A view on where the robo advice market is going

We interviewed Roi Tavor, CEO & Co-Founder of Zurich, Switzerland-headquartered digital financial management and wellness platform, Nummo. As part of a longer interview with Roi about the firm's recent Robo Ranking 2019 report, we asked him specifically for his view on where he sees the robo advice market going.

Thank you again to Roi for his time and insights and for his colleagues for their support in organising.

More insights to follow soon.....
Recorded Mar 12 2019 2 mins
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Presented by
Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
Presentation preview: Nummo: A view on where the robo advice market is going

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  • Wealth management trends around onboarding, client acquisition & engagement May 2 2019 1:00 pm UTC 45 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    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.
  • Technology trends & developments in the wealth management sector Apr 24 2019 9:30 am UTC 45 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    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 so on
  • The Wealth Mosaic: What is it and why are we building it? Recorded: Apr 17 2019 43 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    The Wealth Mosaic (TWM) is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, the TWM marketplace directory consists of thousands of business and solution profiles categorised against a dedicated taxonomy to support their discovery and engagement.

    This webinar will provide a more detailed overview of what TWM is, both now and into the future, and will highlight the various reasons why we are building the platform and resource for the benefit of wealth managers, solution providers and the industry as a whole.
  • Opus Una: How digital is your business (Part 2) Recorded: Apr 5 2019 5 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    Welcome to the second part of our two-part video interview with Ian Cromie from UK-based wealth management consulting firm, Opus Una.

    In this first video, focused on how digital your wealth management business is, Ian responds to our questions on:

    - His perspective on some of the tools or techniques that firms can employ in order to increase their chances of digital success
    - His summary of the key points to conclude on

    Thank you again to Ian for his time and insights and to his colleagues for their support in organising.

    More insights to follow soon.....
  • Tindeco: An introduction and overview to the business Recorded: Mar 29 2019 6 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    Welcome to the first part of our video interview with Zug, Switzerland-headquartered integrated investment management platform technology provider, Tindeco Financial Services. In this first part, CEO & Co-Founder Michael Kaimakliotis provides us with:

    - A brief background introduction to the business
    - How the firm looks today in terms of staff, locations and skills
    - What types of firms and in which geographies the firm works
    - A view on what is unique about Tindeco?
    - What the firm's approach is to engaging the market and growing the business

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

    More insights to follow soon.....
  • Orbium: The arrival and role of RegTech in wealth management Recorded: Mar 28 2019 3 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    Welcome to the third part of our video interview series with Adam D. Wisniewski, Senior Manager at Zurich-headquartered financial services management and technology consulting firm Orbium.

    In this final video of three, Adam provides us with of view on RegTech and, specifically, considering the needs of wealth managers, what he sees happening in the RegTech arena and in which areas he sees the most activity.

    Thank you again to Adam for his time and insights and to his colleagues for their support in organising.

    More insights to follow soon.....
  • Why did you launch Nummo? A personal journey Recorded: Mar 27 2019 2 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    We interviewed Roi Tavor, CEO & Co-Founder of Zurich, Switzerland-headquartered digital financial management and wellness platform, Nummo. In this video, Roi spoke to us about his personal journey to build and launch Nummo.

    Thank you again to Roi for his time and insights and for his colleagues for their support in organising.

    More insights to follow soon.....
  • The GCA Cybersecurity Toolkit for Small Business Recorded: Mar 26 2019 8 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    We recently had the pleasure to sit down again with Terry Wilson, Global Partnership Officer from our partner, the Global Cyber Alliance. On this occasion, Terry introduced us to the organisation's new, extremely useful and very much needed GCA Cybersecurity Toolkit for Small Business. The relevance for the many small and boutique wealth managers out there should be clear.

    Terry ran us through:

    - A general introduction to the toolkit
    - What the starting focus of the toolkit is and how will it be developed
    - How the toolkit has been structured and aligned
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    - How users can discover and access the toolkit

    Thank you once again to Terry for his time and insights and for his colleagues for their support in organising.

    More insights to follow soon.....
  • Opus Una: How digital is your business (Part 1) Recorded: Mar 25 2019 4 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    Welcome to the first part of our two-part video interview with Ian Cromie from UK-based wealth management consulting firm, Opus Una.

    In this first video, focused on how digital your wealth management business is, Ian responds to our questions on:

    - What wealth managers can learn about digital experience from other industries
    - From his perspective, what are the key considerations to take into account when embarking on ‘digital change’?

    Thank you again to Ian for his time and insights and to his colleagues for their support in organising.

    More insights to follow soon.....

    #wealthmanagement #private banking #wealthtechnology #wealthtech #businessneeds #digitalwealth #change #wealthischanging #wealthsolutions #wealthinterviews #wealththinking #wealthknowledge
  • What is Nummo? An introduction to the business and platform Recorded: Mar 21 2019 6 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    We interviewed Roi Tavor, CEO & Co-Founder of Zurich, Switzerland-headquartered digital financial management and wellness platform, Nummo. In this video, Roi gave us an introduction to Nummo, including:

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    Thank you again to Roi for his time and insights and for his colleagues for their support in organising.

    More insights to follow soon.....
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    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
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    Thank you again to Adam for his time and insights and to his colleagues for their support in organising.

    More insights to follow soon.....
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    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
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    Thank you again to Michael for his time and insights and for his colleagues for their support in organising.

    More insights to follow soon.....
  • Nummo: A view on where the robo advice market is going Recorded: Mar 12 2019 2 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    We interviewed Roi Tavor, CEO & Co-Founder of Zurich, Switzerland-headquartered digital financial management and wellness platform, Nummo. As part of a longer interview with Roi about the firm's recent Robo Ranking 2019 report, we asked him specifically for his view on where he sees the robo advice market going.

    Thank you again to Roi for his time and insights and for his colleagues for their support in organising.

    More insights to follow soon.....
  • Orbium: A status update on compliance and regulation in wealth management(pt.1) Recorded: Mar 11 2019 7 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    Welcome to the first part of our three-part video interview series with Adam D. Wisniewski, Senior Manager at Zurich-headquartered financial services management and technology consulting firm Orbium. In this first video, Adam provides us with a status update on compliance and regulation in wealth management, specifically covering:

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    Thank you again to Adam for his time and insights and to his colleagues for their support in organising.

    More insights to follow soon.....
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    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
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    Thank you again to Jens for his time and insights and for his colleagues Danny Baggs and Javier Puga for supporting and organising.

    More insights to follow soon.....
  • additiv: Five questions on technology trends in the wealth management sector Recorded: Mar 8 2019 5 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    We interviewed Michael Stemmle, CEO of Zurich, Switzerland-headquartered digital platform provider, additiv. In this video, Michael talked to us about the main technology trends he sees in and around the wealth management sector, including:

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    - What he sees as the main benefits for firms that engage with new technologies and ways of doing business
    - Whether he sees these technology trends and developments as relevant to just the biggest firms or can smaller players also participate

    Thank you again to Michael for his time and insights and for his colleagues for their support in organising.

    More insights to follow soon.....

    #wealthmanagement #wealthtech #wealthischanging #digitalwealth #wealthsolutions #roboadvice #wealththinking #wealthmustadapt #privatebanking #clientengagement #financialinclusion
  • Key concerns for the C-Suite, innovation and disruption in wealth management Recorded: Mar 7 2019 7 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
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    Specifically, James ran us through:

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    - Where he feels these trends and developments are taking the industry

    Thank you once again to James for his time and insights and for his colleagues for their support in organising.

    More insights to follow soon.....
  • Fenergo: An introduction to the business and solution offering Recorded: Mar 7 2019 6 mins
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    - The main use cases and outcomes for a wealth management firm
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    Thank you again to Steve and his colleague Una Lawlor for their time and for providing this overview.

    More insights to follow soon.....
  • Nummo: Highlights from Nummo's Robo Ranking 2019 report Recorded: Mar 5 2019 6 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    We interviewed Roi Tavor, CEO & Co-Founder of Zurich, Switzerland-headquartered digital financial management and wellness platform, Nummo. We spoke to Roi in this first interview about the firm's recent Robo Ranking 2019 report. Roi talked to us about:

    - A brief introduction to the report
    - How many robo firms the report looked at
    - What lessons were learned that should be passed onto the average retail investor
    - What lessons other robo advisors could learn from those firms included in the report

    Thank you again to Roi for his time and insights and for his colleagues for their support in organising.

    More insights to follow soon.....
  • Adviscent: An introduction to Adviscent with its founder, Thomas Bosshard Recorded: Feb 27 2019 3 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    We interviewed Thomas Bosshard, founder of Zurich-based technology firm Adviscent.

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    - The focus of the firm and why it has been selected by existing clients
    - What developments the firm is looking at next in terms of clients and product

    Thank you to Thomas for his time.
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  • Title: Nummo: A view on where the robo advice market is going
  • Live at: Mar 12 2019 1:10 pm
  • Presented by: Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
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