How is Generative AI(GenAI) reshaping the Wealth Management and Investment Management platforms?
Discover how Generative AI is revolutionizing Wealth and Investment Management, enhancing client experiences and operational efficiency. Explore key tools like Vise Intelligence and OpsGPT, and learn about the regulatory landscape shaping the future of financial services. Join us as we delve into the impact of GenAI on the industry.
Have the large incumbent banks leveraged WealthTech solutions?
Context: In 2021, one of the large private banks hired me as a wealthtech consultant. I identified gaps in their wealthtech architecture and shared global best practices. The contract ended after a year. I was up against the Big Four consultants; they scored higher than an independent wealthtech consultant. Nevertheless, I got a reference to […]
Account Aggregator: Ten Use Cases for a Bank’s Wealth Management Department
Hardest Part: Data Gathering Last December, Nitin Sawant, SEBI Registered Investment Advisor, reached out to me and mentioned that he had applied for an Account Aggregator license. So why should an Investment Advisor (IA) consider entering the Account Aggregator (AA) business? Then we met, and he explained how AA can help to achieve his mission. […]