Schlagwort: WealthTech

Dirk Vonden Productivity Tools

Digital Investment News #002- die nächste, smarte Welle

Veröffentlicht am 2. März 2017 von in der Kategorie Banken

Am Anfang war die Crowd: Wenn man von einer Entwicklung in mehreren Wellen sprechen möchte, beschäftigten sich die Investment Fintechs der ersten Welle meist mit Crowd- und Community-Aspekten – ayondo als social trading Anbieter der ersten Stunde ist hier nur ein Beispiel. Roboter und Termingelder in Welle 2 In einer nächsten Welle ab 2013 folgten […]

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Dirk Vonden Productivity Tools

Talking Robo – financial intelligence having fun

Veröffentlicht am 21. Februar 2017 von in der Kategorie Banken

In the WealthTech or digital investments space, we have seen quite a few players trying to disrupt parts of the existing value chain by focusing on simpler and lower-price alternatives or through platform-style solutions that include some crowd or social elements. Five major trends The next wave in WealthTech will be defined by the following […]

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White Label vs Hybrid Advisory – Robos’ Strategic Options in a Differentiated Future

Veröffentlicht am 15. Februar 2017 von in der Kategorie Banken

The rise of the Robos in Wealth Advisory seems irresistible – too obvious are advantages in the form of rigorous analysis at disruptively low costs. Recent studies show however, that for more complex investment decisions in dynamic environments, clients still seek human advice. John O’Connell of Macquarie describes this hybrid model as the Robo doing […]

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Digital Business Model for Wealth Management Operations as Matchmaker of Generations

Veröffentlicht am 8. Februar 2017 von in der Kategorie Banken

The entire wealth management sector is under increasing pressure. While their traditional and highly conservative approach has satisfied customers for long, a growing number of clients attaches great importance to innovative ideas. These solutions, such as Robo Advisory, are faster, cheaper and up-to-date. So far so good. But what does this mean for wealth management […]

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