Financial Planning Software Of The Past, Present, And Future
From Calculator To Collaboration To Client Portal To Modular Planning As financial planning has evolved to be primarily about the delivery of advice itself – not just for the sake of a product sale – so too has the software evolved, from a calculator to illustrate the...
Digital Transformation | Capgemini Consulting
We believe that digital transformation is first and foremost a business transformation. People, not technology, are the most important piece in the digital transformation puzzle. Digitization can extend the reach of organizations, improve management decisions, and...
Brett King, CEO of Moven “…technology companies will become the world’s biggest banks in five years.”
Bharat Masrani, TD’s CEO, warned in May that banking “is changing in fundamental ways and at breakneck speed, as new technologies lower the barriers to entry and innovative competitors emerge.” Once the strongest connection with customers, bank branches are under...
The UBS Future of Finance Challenge – UBS also supports a more open and collaborative financial services industry
SWISS banking giant UBS has launched a competition for game-changing entrepreneurs and technology start-ups around the world. The UBS Future of Finance Challenge will be delivered in collaboration with several of the leading financial technology crowd-working and...
Cameron pushes massive FinTech job growth agenda
Innovate Finance has published its 'UK 2020' manifesto calling for a surge in FinTech jobs, garnering support from David Cameron on his Asian trade envoy. Innovate Finance, an industry lobby group for the financial technology (FinTech) industry, said it wants the UK...
Financial Advisory Firms Run Like A Robo-Advisor
The Robo-Advisor Value Proposition - Systematizing And Automation Morningstar's "gamma" research. Which means in the end, robo-advisors may be less of a threat to traditional advisors, than simply an acknowledgement that inefficient advisors that don't systematize...
Our investment in Blockchain
Potentially more significant than Bitcoin’s role as a form of money, we are also big believers in the power of the blockchain architecture for a broad range of applications that leverage the open, distributed public ledger. Tim Berners-Lee’s seminal paper on the web...
MEET THE BIONIC ADVISOR… Embracing technology does not mean replacing human advisors.
Instead of viewing robo-advisor platforms as the competition, advisors should focus on the opportunities they present. First, adding the new technology to your service menu can help you more fully articulate your value proposition to clients and prospects. Second,...
