According to a 2015 Capgemini report, 65% of affluent individuals will leave their current wealth management firm if an integrated channel experience is not provided.

Platform automation streamlines the workflow, resulting in lower operating and on-boarding costs and the overall client experience is enhanced.

What builds the base to the curators guide to form a clear WealthTech strategy that will resonate with their clients?

As the distinction between retail, private banking and institutional banking gets more blurred, the importance of robo-advisors will become more prominent.

RegTech is emerging as the ambitious half-brother of FinTech. From its origins RegTech has dreams of going beyond automation.

The answer to this tension between openness and strengthening data protection lies in – giving ownership and control of data to the individual.

In compliance training, the best RegTech products and services remove traditional barriers to training and improve the quality and delivery of content.

A reexamination of why InsurTech and its associated modern business practices are not being adopted as broadly or with the level of penetration they should.

There’s an issue with trust in the insurance industry. This stems from consumers not knowing what they’re covered for. This is caused by long and complex policy documents that are hard to understand.

Is segmentation still relevant for the industry today? Digital has impacted the way organisations engage with customers, and have to review their models.