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additiv: An introduction to the topic of financial and wealth inclusion (Part 1)

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.....
Recorded May 9 2019 4 mins
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Presented by
Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
Presentation preview: additiv: An introduction to the topic of financial and wealth inclusion (Part 1)

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    Thanks again to the Geneva WealthTech Forum team for their support in organising the interview and to Alexandre for his time and insights.

    #geneva #wealthtech #wealthtechnology #wealthinsights #wealthknowledge #wealththinking #wealthsolutions #financialcentre #wealthmanagement #wealthischanging #digitalwealth
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    #geneva #wealthtech #wealthtechnology #wealthinsights #wealthknowledge #wealththinking #wealthsolutions #financialcentre #wealthmanagement #wealthischanging #digitalwealth
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    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
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    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 to his colleagues for organising.

    More insights to follow soon.....

    #wealthmanagement #wealthtech #wealthischanging #wealthsolutions #wealthinterviews #wealththinking #wealthmustadapt #privatebanking #clientengagement #clientexperience #digitalisation #digitalwealth #conversationalbanking
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    Why the government of Geneva is supporting WealthTech in its financial centre?
    What does the wealth management industry tell them is happening and what is the government doing in response?
    What examples can he give us about the things the government is doing to support the development of Geneva as a WealthTech hub
    What he can tell us about why a foreign WealthTech player would be interested in coming to operate in and from Geneva?
    How the Geneva government approaches and supports players in its financial centre
    Thanks again to the Geneva WealthTech Forum team for their support in organising the interview and to Michael Kleiner for his time and insights.

    #geneva #wealthtech #wealthtechnology #wealthinsights #wealthknowledge #wealththinking #wealthsolutions #financialcentre #wealthmanagement #wealthischanging #digitalwealth
  • Orbium: An introduction to investment suitability in wealth management (Part 1) Recorded: Jun 7 2019 3 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    Welcome to the first part of our next 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 an introduction to investment suitability in wealth management, including:

    An introduction to the topic and how it is looked at differently between Asia and Europe
    What impact the trends around investment suitability have had on the client and advisor relationship
    What impact the trends around investment suitability have had on banks and wealth managers?
    What more banks and wealth managers are doing to improve their investment suitability processes?
    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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  • Title: additiv: An introduction to the topic of financial and wealth inclusion (Part 1)
  • Live at: May 9 2019 1:00 pm
  • Presented by: Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
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