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✅ WealthTech was born as a fusion of Wealth and Investment Management and FinTech Innovations. It came in strong and quickly grew into its irreplaceable ecosystem. It made Wealth Management and Investment Management nimble and affordable for the wider population.
It also set the standards pretty high from the get-go, forcing out the old ways of managing money.
But it still has a long way to go for mass adoption.
Our last episode of the year will be devoted entirely to understanding the WealTech deeper and its impact on Investment Management.
✳️How Institutional and Retail Investors can benefit from it?
✳️How was the movement born, and what is the state of the market now?
✳️What part AI and ML play in the success of this significant innovation?
✳️How does Big Data change the information that is being processed and analysed?
✳️Can WealthTech save us all during the recession and market turmoil?
✳️What does the future hold for WealthTech, and how will investment management evolve as a result of it?
We will address the abovementioned points with one of the best panels we have put together since its inception 28 episodes ago.
I will be hosting the discussion which will take place tomorrow at 4 PM GMT live with all star 🌟 panel of:
▶️Mary Kemi Agbesanwa, Fintech Growth Lead from Seccl
▶️Urs Bolt, Independent and industry recognized #wealthtech Expert
▶️Stephen Wall, Founder, from The Wealth Mosaic
Join us live using the link below 👇 for the opportunity to engage with Panelists and ask your Questions or watch on-demand.
https://www.brighttalk.com/webcast/18463/543272?
#wealthmanagement #investmentmanagement #fintech #fundmanagement #Investment
It also set the standards pretty high from the get-go, forcing out the old ways of managing money.
But it still has a long way to go for mass adoption.
Our last episode of the year will be devoted entirely to understanding the WealTech deeper and its impact on Investment Management.
✳️How Institutional and Retail Investors can benefit from it?
✳️How was the movement born, and what is the state of the market now?
✳️What part AI and ML play in the success of this significant innovation?
✳️How does Big Data change the information that is being processed and analysed?
✳️Can WealthTech save us all during the recession and market turmoil?
✳️What does the future hold for WealthTech, and how will investment management evolve as a result of it?
We will address the abovementioned points with one of the best panels we have put together since its inception 28 episodes ago.
I will be hosting the discussion which will take place tomorrow at 4 PM GMT live with all star 🌟 panel of:
▶️Mary Kemi Agbesanwa, Fintech Growth Lead from Seccl
▶️Urs Bolt, Independent and industry recognized #wealthtech Expert
▶️Stephen Wall, Founder, from The Wealth Mosaic
Join us live using the link below 👇 for the opportunity to engage with Panelists and ask your Questions or watch on-demand.
https://www.brighttalk.com/webcast/18463/543272?
#wealthmanagement #investmentmanagement #fintech #fundmanagement #Investment
1 comment
Angel L.
Dec 8, 2022 - 4:41PM
Great to see FinTech Connector members Stephen Wall and Elena Kozhemyakina on this event.
What is the current state of #AI adoption within Financial Services and on the #buyside?🔽
💥#RPA, #ML techniques and #NLP test understanding are the top 3 use- cases of the AI adoption within the financial services industry, according to Stanford University.
💥According to Massachusetts Institute of Technology 56% of Financial Services organizations have used AI for Fraud Detection and a further 41% for finance processes and analyses.
How can AI help your Fund in active portfolio management?🔽
One of the use cases is the fusion between AI and Big Data, allowing it to run a search on the internet. The result is a highly intricate model that can predict future market movements better.
Clustering models allow you to categorize records into a certain number of clusters. This can help you identify natural groups in your data. Clustering models focus on identifying groups of similar records and labelling the records according to the group to which they belong.
These models take your data (for example, a list of stocks) and create a scatter plot based on absolute values of the portfolio's relative risk, which can then be arranged hierarchically.
And this is just one example of how fintech innovations can help you improve your Fund's performance.
Take digital transformation in your Fund to another level. Get in touch with us today. We will help you look for trading software to improve your Fund's processes. Put this into your development plan for 2023 now.
Infographic below provided by Raconteur
#digitaltransformation #changemanagement #vendormanagement #portfoliomanagement #assetallocation
#fundmanagement
💥#RPA, #ML techniques and #NLP test understanding are the top 3 use- cases of the AI adoption within the financial services industry, according to Stanford University.
💥According to Massachusetts Institute of Technology 56% of Financial Services organizations have used AI for Fraud Detection and a further 41% for finance processes and analyses.
How can AI help your Fund in active portfolio management?🔽
One of the use cases is the fusion between AI and Big Data, allowing it to run a search on the internet. The result is a highly intricate model that can predict future market movements better.
Clustering models allow you to categorize records into a certain number of clusters. This can help you identify natural groups in your data. Clustering models focus on identifying groups of similar records and labelling the records according to the group to which they belong.
These models take your data (for example, a list of stocks) and create a scatter plot based on absolute values of the portfolio's relative risk, which can then be arranged hierarchically.
And this is just one example of how fintech innovations can help you improve your Fund's performance.
Take digital transformation in your Fund to another level. Get in touch with us today. We will help you look for trading software to improve your Fund's processes. Put this into your development plan for 2023 now.
Infographic below provided by Raconteur
#digitaltransformation #changemanagement #vendormanagement #portfoliomanagement #assetallocation
#fundmanagement
Just now
📖Indulge yourself in a BIG READ this weekend, a cover-to-cover special issue from Bloomberg Businessweek.
The author, Matt Levine, looks into the subject of Crypto from the very basics (the article includes the original Satoshi Nakamoto's white paper) and what it means from different angles of its application.
It then goes even deeper with examining the implications of #investmentmanagement0 , #web3 , and other use cases and the impact it will have on the future of #banking and #financialsystem in general, but not without acknowledging its current challenges and flaws, arriving in the end that it is definitely worth the shot.
▶️"If you build a financial system whose main appeal is its database, it will be well-suited to a world lived in databases. If the world is increasingly software and advertising and online social networking and, good Lord, the metaverse, then the crypto financial system doesn't have to build all the way back down to the real world to be valuable. The world can come to Crypto."◀️
Wherever you are with your view on Crypto - this article is worthwhile investing your time in.
#investmentmanagement #assetmanagement #portfoliomanagement #decentralizedfinance #fundmanagement
#friday #reading
https://www.bloomberg.com/features/2022-the-crypto-story/?leadSource=uverify%20wall#trust-money-community
📖Indulge yourself in a BIG READ this weekend, a cover-to-cover special issue from Bloomberg Businessweek.
The author, Matt Levine, looks into the subject of Crypto from the very basics (the article includes the original Satoshi Nakamoto's white paper) and what it means from different angles of its application.
It then goes even deeper with examining the implications of #investmentmanagement0 , #web3 , and other use cases and the impact it will have on the future of #banking and #financialsystem in general, but not without acknowledging its current challenges and flaws, arriving in the end that it is definitely worth the shot.
▶️"If you build a financial system whose main appeal is its database, it will be well-suited to a world lived in databases. If the world is increasingly software and advertising and online social networking and, good Lord, the metaverse, then the crypto financial system doesn't have to build all the way back down to the real world to be valuable. The world can come to Crypto."◀️
Wherever you are with your view on Crypto - this article is worthwhile investing your time in.
#investmentmanagement #assetmanagement #portfoliomanagement #decentralizedfinance #fundmanagement
#friday #reading
https://www.bloomberg.com/features/2022-the-crypto-story/?leadSource=uverify%20wall#trust-money-community
Trending Updates
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Master C.
Jan 8, 2023
We are looking for the best of the best from our members to join our Premier Master Enabler Program. Focusing right now on International Expansion and New Market Entry professionals for Europe, Latin America, and the USA. Interested in learning more message Master Connector here or email - masterenabler@fintechconnector.com
Upvoted by Johannes and 11 others
Upvoted by 12
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Master C.
Aug 9, 2022
Meet our FinTech Connector Switzerland Cruise sponsors on September 9th in Zurich.
Lloyd's & Partners (VIP Gold Sponsor) and VISA Europe (Premier Sponsor).
We want to thank Lucas T. Landolt (Lloyd's & Partners), Adrian Burgi (Lloyd's & Partners) and Santosh Ritter (VISA) for your support and we look forward to meeting you in Zurich.
There is still time to RSVP for our premier event of the year - https://www.eventbrite.com/e/fintech-connector-switzerland-networking-lunch-cruise-vip-dinner-registration-239437362597
Thank you Fabian Lehner for organizing this event for our FinTech Connector members and partners.
#FinTechConnector #Switzerland #Zurich #Event
Lloyd's & Partners (VIP Gold Sponsor) and VISA Europe (Premier Sponsor).
We want to thank Lucas T. Landolt (Lloyd's & Partners), Adrian Burgi (Lloyd's & Partners) and Santosh Ritter (VISA) for your support and we look forward to meeting you in Zurich.
There is still time to RSVP for our premier event of the year - https://www.eventbrite.com/e/fintech-connector-switzerland-networking-lunch-cruise-vip-dinner-registration-239437362597
Thank you Fabian Lehner for organizing this event for our FinTech Connector members and partners.
#FinTechConnector #Switzerland #Zurich #Event
Upvoted by Greg and 8 others
Upvoted by 9
5 comments
Master C.
Jun 17, 2022
As the global economic environment is shifting, now more than ever partnering with the right organizations to increase business opportunities, focus on revenue growth, and drive innovation is critically important.
We can help you on your fintech and innovation journey.
Click on the link to learn more and let's jump on a call to discuss your business objective - https://www.fintechconnector.com/organizations
#FinTechConnector #Innovation #Partnerships #BusinessDevelopment
We can help you on your fintech and innovation journey.
Click on the link to learn more and let's jump on a call to discuss your business objective - https://www.fintechconnector.com/organizations
#FinTechConnector #Innovation #Partnerships #BusinessDevelopment
Upvoted by Brian and 4 others
Upvoted by 5
3 comments
Stephen W.
Mar 18, 2022
See our recent WealthTech 2022 report for a range of viewpoints and thinking on the main trends for WealthTech in 2021/2022.
https://www.thewealthmosaic.com/vendors/the-wealth-mosaic/news/wealthtech-2022-is-live/
This is one of an expanding number of reports we've created at The Wealth Mosaic on technology in wealth management. Next up is our second ESG report, then our second Blockchain & DLT report, then our first US RIA WealthTech report.
https://www.thewealthmosaic.com/vendors/the-wealth-mosaic/news/wealthtech-2022-is-live/
This is one of an expanding number of reports we've created at The Wealth Mosaic on technology in wealth management. Next up is our second ESG report, then our second Blockchain & DLT report, then our first US RIA WealthTech report.
Upvoted by Diego and 7 others
Upvoted by 8
4 comments
Angel L.
Jan 11, 2023
I wrote an article that highlights the opportunities and challenges of digital transformation in banking and covers points on having a well-thought-out plan, organizational culture, and how to get started with partners that have done it already.
Click to read the article - https://www.fintechconnector.com/blog-actual/2023/1/9/innovating-banks-start-with-a-digital-transformation-plan
Sharing with our Financial Service Automators - Vikas Bansal Erik Gillet Darrell Wright Luisa Franco Batu Sat Simon Weifenbach Les Riedl Andy Lin Jenna Chamra Craig Schwartz Robert Lacoursière Michael Montecuollo Jonathan Blessing Christin Nagel Shweta Mahajan Michael Young Martina Rousseau Ridham Modi Trena Blair Jen Gonzalez Carlos M. Mendes
Click to read the article - https://www.fintechconnector.com/blog-actual/2023/1/9/innovating-banks-start-with-a-digital-transformation-plan
Sharing with our Financial Service Automators - Vikas Bansal Erik Gillet Darrell Wright Luisa Franco Batu Sat Simon Weifenbach Les Riedl Andy Lin Jenna Chamra Craig Schwartz Robert Lacoursière Michael Montecuollo Jonathan Blessing Christin Nagel Shweta Mahajan Michael Young Martina Rousseau Ridham Modi Trena Blair Jen Gonzalez Carlos M. Mendes
Upvoted by Ridham and 14 others
Upvoted by 15
3 comments
Luisa F.
Mar 7, 2024
Hello Fintech Connector Community! I have a bank client looking for fintechs that are interested in bank sponsorship. If you're in the market for a bank sponsor, please message me.
Upvoted by Stuart and 2 others
Upvoted by 3
6 comments
Master C.
May 13, 2022
SWITZERLAND IS CALLING ALL FINTECH CONNECTOR MEMBERS...
Join us in Zurich in September for a networking lunch cruise around Lake Zurich.
RSVP today and meet members from over 10+ countries in one of the most beautiful cities in Europe.
Here is the link - https://www.eventbrite.com/e/fintech-connector-switzerland-networking-lunch-cruise-vip-dinner-registration-239437362597
#FinTechConnector #Community #Zurich #Events
Join us in Zurich in September for a networking lunch cruise around Lake Zurich.
RSVP today and meet members from over 10+ countries in one of the most beautiful cities in Europe.
Here is the link - https://www.eventbrite.com/e/fintech-connector-switzerland-networking-lunch-cruise-vip-dinner-registration-239437362597
#FinTechConnector #Community #Zurich #Events
Upvoted by Victor and 7 others
Upvoted by 8
2 comments
Angel L.
Apr 17, 2022
Another powerful report from FIS on global payments. This is a 156-report that gives you global payments trends, key insights, and other important ecosystem information.
The payments space continues to evolve with super apps, CBDCs, embedded finance, evolution of real-time payments, banking the unbanked, and more...
Check out the report and use it as a reference guide for what's happening and what's coming in payments.
I want to thank Ahmed Refaie Abdo from DSRPTD in the UAE for sharing it with me.
What are your thoughts? Steven Wasserman, Mario Cohen, Jaroslaw Sarwa, Angel Lorente, Carlos M. Mendes , Fabian Lehner , Elena Kozhemyakina , Jaroslaw Sarwa , Adam Ull , Sefa Bicer , Shafique Ibrahim
#fintechconnector #fintech #financialservices #innovation #payments #CBDC #cryptocurrency
The payments space continues to evolve with super apps, CBDCs, embedded finance, evolution of real-time payments, banking the unbanked, and more...
Check out the report and use it as a reference guide for what's happening and what's coming in payments.
I want to thank Ahmed Refaie Abdo from DSRPTD in the UAE for sharing it with me.
What are your thoughts? Steven Wasserman, Mario Cohen, Jaroslaw Sarwa, Angel Lorente, Carlos M. Mendes , Fabian Lehner , Elena Kozhemyakina , Jaroslaw Sarwa , Adam Ull , Sefa Bicer , Shafique Ibrahim
#fintechconnector #fintech #financialservices #innovation #payments #CBDC #cryptocurrency
Upvoted by Michelle A. and 7 others
Upvoted by 8
5 comments
Master C.
Oct 5, 2022
Great seeing our Mexico Community Partner Sofia Gamboa on El Financiero Factor Fintec speaking with Sergio Loredo about fintech in Mexico.
Watch the interview here - https://www.elfinanciero.com.mx/video/tv/factor-fintech/2022/10/01/entrevista-con-sofia-gamboa-de-fintech-connector-por-sergio-loredo-factor-fintec-4-t4/
NOTE: The interview is in Spanish.
Watch the interview here - https://www.elfinanciero.com.mx/video/tv/factor-fintech/2022/10/01/entrevista-con-sofia-gamboa-de-fintech-connector-por-sergio-loredo-factor-fintec-4-t4/
NOTE: The interview is in Spanish.
Upvoted by Alfonso and 8 others
Upvoted by 9
5 comments
Angel L.
Nov 11, 2022
Great to see how we have come a long way since our Meet Ups at Hurley's in NYC to now travelling the world to connect people, opportunities, and capital. Looking forward to our 2023 FinTech Connector events being announced shortly.
Hope to have many of our members joining us on our Innovation Days, Cruises, and VIP Member Dinners.
Thanks to our Community Partners Fabian Lehner Jaroslaw Sarwa Elena Kozhemyakina Shmuel Ben Tovim Mario Cohen Narayanan Ganapathy Meriem Yacoubi Varsenia Stoyanova Aleksandra Ossowska Alfonso Ballesteros Ryohei Uetani Sofia Gamboa Vikas Bansal Shaul Lifshitz
Hope to have many of our members joining us on our Innovation Days, Cruises, and VIP Member Dinners.
Thanks to our Community Partners Fabian Lehner Jaroslaw Sarwa Elena Kozhemyakina Shmuel Ben Tovim Mario Cohen Narayanan Ganapathy Meriem Yacoubi Varsenia Stoyanova Aleksandra Ossowska Alfonso Ballesteros Ryohei Uetani Sofia Gamboa Vikas Bansal Shaul Lifshitz
Upvoted by Vikas and 12 others
Upvoted by 13
1 comment