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News Videos Commentary Strategy Clear selection
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.

News

5 trends for investment brands in 2020

2020 could be the year that real innovation kicks off, particularly in customer intelligence and behavioural...

Strategy

Behavioural data - the key to customer experience

Why behavioural data should be a key aspect of your Data under Management and technology strategy.

Commentary

Measuring your Data under Management

Data is so valuable to Asset and Wealth Managers, that a new metric is called for.

Commentary

An industry ripe for disruption

As FinTech and BigTech begin to disrupt the industry, what can incumbents do to protect market share?

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