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Insights and updates

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Commentary

Join the digital fast lane

Invessed is the digital fast lane for asset and wealth managers. The fastest way to engage clients through...

Commentary

The digital fast lane Pt. 1: Design Sprint

Invessed is the digital fast-lane for asset and wealth managers. We will use an analogy of a car journey...

Commentary

The digital fast lane Pt. 2: MVP

In Part 1, we used setting up the sat-nav as an analogy for a Design Sprint. Next, we need real-time...

Commentary

The digital fast lane Pt. 3: Scaling up

In Part 2, we used real-time updates as an analogy for an MVP. Moving on, it is time to accelerate and...

Commentary

The digital fast lane Pt. 4: Agility

In Part 3, we used merging into the motorway as an analogy to Scaling up. In the final post in this series,...

News

After the outbreak, the future

The Covid-19 outbreak will reshape Asset and Wealth Management by turbo-charging existing trends.

Commentary

You are not still sending out PDFs... are you?

The best way to look irrelevant is to send out investment reports only in PDF.

Strategy

Podcast: Technology to support client engagement

I recently took part in a podcast on technology and client engagement in Wealth Management. Here are...

Strategy

5 steps to improve your Data under Management

Locate, Protect, Collect, Enrich, Exploit. Optimise your data strategy with our 5-step approach.

Videos

Video: What challenges do Wealth Managers face?

In the final part of our interview with the Wealth Mosaic, our CEO discusses the issues that Invessed...

Videos

Video: What can you expect from the Invessed platform?

In our interview with the Wealth Mosaic, we describe the Invessed platform and its capabilities.

Videos

Video: What is the vision that drives Invessed?

In our first interview with the Wealth Mosaic, our CEO presents the purpose and background behind Invessed.

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