23 August 2019
The advantages of scale and integration long enjoyed by end-to-end wealth management platform vendors are under assault by the shift to digitiza…
Avaloq
Research related to Avaloq Banking Suite
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16 August 2019A failure to elect on a corporate action due to an operational error can hurt the beneficiary financially. This exposes the firm to scrutiny abo…
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14 August 2019With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
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13 August 2019This report examines the leading European vendors of front-to-back office wealth management platforms available in Europe, the Middle East and A…
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9 May 2019I look forward to continuing my research of the front-to-back office wealth management vendor landscape and understanding how the platform provi…
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26 November 2018An understanding of compliance as the sine qua non of wealth management client onboarding is being supplanted by an awareness of the potential f…
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28 September 2018Clients view investments they hold within an institution as a whole, not in terms of separate brokerage, trust, and bank channels. This report l…
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9 July 2018Note: A webinar on this topic is also available. The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and…
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9 July 2018This report looks to 1) shed light on the methodology behind popular ESG scores and ranking systems and 2) introduce a specialist low-carbon dat…
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31 May 2018Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
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29 April 2018Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed…
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27 March 2018Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
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24 February 2018Robos and traditional brokerages are focused on impact investing as a way to grab the attention of high net worth investors (HNWIs) and millenni…
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21 January 2018This report will aim to highlight how “digital” has become a force for disruption in the wealth management industry and will specifically look a…
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26 December 2017This report explores how fintechs have pivoted from using APIs as a means to deliver a digital experience to selling APIs as their product. It…
Research related to Banking Suite
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23 August 2019
The advantages of scale and integration long enjoyed by end-to-end wealth management platform vendors are under assault by the shift to digitiza…
-
16 August 2019
A failure to elect on a corporate action due to an operational error can hurt the beneficiary financially. This exposes the firm to scrutiny abo…
-
14 August 2019
With a more relaxed US regulatory climate, tax reform and growing cash reserves more public companies are building strategic growth through merg…
-
13 August 2019
This report examines the leading European vendors of front-to-back office wealth management platforms available in Europe, the Middle East and A…
-
9 May 2019
I look forward to continuing my research of the front-to-back office wealth management vendor landscape and understanding how the platform provi…
-
26 November 2018
An understanding of compliance as the sine qua non of wealth management client onboarding is being supplanted by an awareness of the potential f…
-
28 September 2018
Clients view investments they hold within an institution as a whole, not in terms of separate brokerage, trust, and bank channels. This report l…
-
9 July 2018
Note: A webinar on this topic is also available. The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and…
-
9 July 2018
This report looks to 1) shed light on the methodology behind popular ESG scores and ranking systems and 2) introduce a specialist low-carbon dat…
-
31 May 2018
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
-
29 April 2018
Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed…
-
27 March 2018
Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
-
24 February 2018
Robos and traditional brokerages are focused on impact investing as a way to grab the attention of high net worth investors (HNWIs) and millenni…
-
21 January 2018
This report will aim to highlight how “digital” has become a force for disruption in the wealth management industry and will specifically look a…
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10 January 2018Simplification of complexity allows the advisor to chart for clients the difference between investment and withdrawal strategies. He positions h…
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26 December 2017
This report explores how fintechs have pivoted from using APIs as a means to deliver a digital experience to selling APIs as their product. It…
Research related to Avaloq Front Solutions
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21 May 2019The evolution of hybrid digital advice from a segmentation play (“Call me when you’ve got a million, Mr. Client”) to a more seamless “co-pilot”…
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25 January 2019Banks say CX is important, but the significant majority of US banks aren’t utilizing established solutions designed to optimize the in-person CX…