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Communication Strategies for Client Retention: Best Practices

Communication Strategies for Client Retention: Best Practices

Communication is the best remedy against panic. Fintechs can help stabilize the market by addressing fear. In this piece, we’ve gathered some thoughts and examples of what techniques you can…

A Moment Away From 2019: WealthTech Flashbacks

A Moment Away From 2019: WealthTech Flashbacks

This year was full of great moments, meetings, partnerships, and breakthrough insights. Before we close this chapter and start the new one, it’s worth looking back at 2018 from the…

Josh Book

CEO of ParameterInsights

WealthTech Insights #27 with Josh Book: Build, buy or partner? How tech engages with wealth management

Continuing the dialogue with WealthTech influencers, we spoke with Josh Book, founder and CEO of Canadian ParameterInsights, and discussed what’s trending in the market as well as the future of…

Alexis Kalmanovitz

Founder and managing director of Zelig Associates

WealthTech Insights #25 with Alexis Kalmanovitz: On cultural difference and high touch in wealth management

With Alexis Kalmanovitz, who specializes in financial technology focusing on enterprise services, we discuss upcoming trends in wealth management, such as digitizing the industry, big data and AI, and the…

Stephen Huppert

Head of Engagement at Optimum Pensions and Director…

WealthTech Insights #24 with Stephen Huppert: Superannuation funds demystified

With Stephen Huppert, a Melbourne-based superannuation expert who recently started his own independent consulting practice, we discussed the difference between robo-advice and digital advice, AI, machine learning, data analytics, regulations…

Digital and Robo in Wealth Management: What’s the Difference?

Digital and Robo in Wealth Management: What’s the Difference?

During our ongoing discussions with top-notch industry leaders who are reshaping the wealth management landscape, we often touch on digital advice. Here, we present some of our picks in terms…

WealthTech Growth: Reasons and Prospects for Digital Transformation

WealthTech Growth: Reasons and Prospects for Digital Transformation

These days, tech companies are helping the asset-management industry embrace the digital transformation to lower operational costs, become more tech-savvy, and add more personalization to stand out from the crowd.…