The global HNWI net worth has increased over the last decade, leading to more stringent regulations and maintenance of technology infrastructure. It also gives birth to trends that are changing the wealth management landscape. Having said that, let’s take a look at...
On 8 October 2020, Julian Schillinger spoke at the apidays Live Hong Kong Conference where he shared an insightful presentation on the future of banking. With a key focus on APIs and open banking, here are some of the key takeaways from his session.Financial...
It’s not all unicorns in Fintech. Unfortunately, some great Fintech ideas fail – here’s why.
It wasn’t long ago that banks in Asia looked to the West as they developed. However, things are beginning to change – giving rise to some trends not to miss out.
It has been a challenging year for many, including external asset managers. We take a look at some of the top trends shaping the industry – and how to move forward.
Last Thursday (13 Aug 2020), Julian Schillinger, Co-CEO & Co-Founder of Privé Technologies had recently spoke at the WealthTech in HK: Opportunities Ahead webinar organised by the Fintech Association of Hong Kong. Sharing more on his insights, here are some ofFo...
Consumers are increasingly turning to digital channels that are offering greater streamlined experiences. They are getting more savvy and their financial needs are growing more complex - what does this mean for bancassurance? The Current State of Bancassurance...
In our previous post on Digital Client Experience (CX), we introduced the five key pillars of a user journey and how they might affect your client experience. On that note, we share some of the best practices to optimise your digital client experience.Be Mobile Did...
As we shift into an increasingly faceless world, it is important to ensure that your client experience doesn’t lose that personal touch. A good digital client experience (CX) should ensure that your clients feel valued and understood, regardless of where the...
Robo-advisors are known to effortlessly carry out individualised investment strategies and guide clients towards personalised portfolios that match their risk profiles and goals. They are known to withstand stressful and volatile situations; and have surely gained...
