Wealth & Asset Management

Digital technology and innovation in wealth & asset management. Examine the role of predictive analytics, blockchain and AI in the investment management space.

[Wealth & Asset Management @WAM_Innovation]

"60% of our #digital #wealth platform clients are referrals - often from millennials referring their parents" #dwamsummit

[Wealth & Asset Management @WAM_Innovation]

#Digital financial platforms are less stressful for a client, according to top bank's study monitoring heart rates. On the phone clients are less likely to ask difficult questions than they would on web chat. #dwamsummit

[Wealth & Asset Management @WAM_Innovation]

Financial education, in plain English without industry jargon, needs to go hand in hand with the #digital user experience #UX #CX #Finance #dwamsummit

[Wealth & Asset Management @WAM_Innovation]

"#Risk warnings that tick the regulatory box can scare and confuse wealth clients. #DigitalTransformation in #WealthManagement should be a goals based journey for the client in order for them to get the best investments for them" says CIO at #dwamsummit

[Wealth & Asset Management @WAM_Innovation]

"Tech & #AI can allow you to target your #wealth clients more appropriately to their specific needs, when they need it - PROPER communication" says CIO at #dwamsummit

[Wealth & Asset Management @WAM_Innovation]

"Don't outsource problems" says CEO of #assetmanagement firm: automation that drives change in asset management culture needs to be set up for success, only the best internal support is good enough, manage the process, challenge every decision... #dwamsummit

[Wealth & Asset Management @WAM_Innovation]

"#digitization and Robo Advisors will mean lower revenues for digital #wealthmanagement but with higher margins" #dwamsummit

[Wealth & Asset Management @WAM_Innovation]

"As an industry we're like the car industry before Ford - hand crafted, hand built. Guys who are used to building are less experienced at sourcing." Budgeting & setting the right time frame for innovation is a big big challenge for financial services as a whole #dwamsummit

[Wealth & Asset Management @WAM_Innovation]

"People give peace of mind, investors of all size at some point need reassurance - there will always be a role for people" the consensus seems to be that a hybrid #roboadviser offering is likely #dwamsummit

[Open Future World @OpenFutureWorld]

Most #WealthManagement and #AssetManagement firms have no real differentiators. Failure to innovate through a hybrid route of tech and culture will see "average firms" fall #dwamsummit

[Open Future World @OpenFutureWorld]

The state and corporates have given up responsibility for the retired, financial inclusion is both an opportunity and a challenge for the #WealthManagement and #AssetManagement industry and digitisation is the only enabler #dwamsummit

[Open Future World @OpenFutureWorld]

"training staff to have a transformation mindset can take years - we might be out of business by then" demand is becoming increasingly high for those with the right attributes and attitudes now says major #AssetManagement firm #digitization #innovation #dwamsummit

[Open Future World @OpenFutureWorld]

"when I hire people I don't focus on what they have done but on what they haven't, and what they can imagine is possible" says wealth manager leader #digitization #fintech #innovation #Finance #dwamsummit

[Open Future World @OpenFutureWorld]

"Asset Management is transitioning to its third phase of evolution" digitisation can generate leverage in an industry where scale usually equals major operating costs #WealthManagement #AssetManagement #dwamsummit

[YUKKA Lab AG @YUKKALab]

#dwamsummit Andreas Pusch and @O_Berchtold are in London today! presenting YUKKA News & Trend Lab at DIGITISING WEALTH & ASSET MANAGEMENT SUMMIT

[Wealth & Asset Management @WAM_Innovation]

The Future Of Family Offices: Emerging Platforms | Bloomberg Professional Services https://t.co/Kh7nFXLj62 #digital

[Wealth & Asset Management @WAM_Innovation]

The latest The Digital Technology for Wealth and Asset Managers Daily! https://t.co/WYhzziH2TD Thanks to @EmpireApp @MoneysML @fii_news #fintech #digitaltransformation

[Wealth & Asset Management @WAM_Innovation]

Digitization, Digitalization, And Digital Transformation: Confuse Them At Your Peril https://t.co/se14JzkNd3 #digitaltransformation

[Wealth & Asset Management @WAM_Innovation]

The latest The Digital Technology for Wealth and Asset Managers Daily! https://t.co/3yuJJl8xo6 Thanks to @PutnamToday @kss1987 @AlbertPutnam #technology #retail