FREE White Papers

Digital in wealth: what makes a future-ready firm?
How are the leading firms tackling the challenges and opportunities of digital wealth management?
by: CREALOGIX and Compeer | Date published : November 2020 [Download]
UK Wealth Technology Landscape Report 2020
For any wealth manager in the UK, the report provides a uniquely focused, accessible and relevant resource that can be used in combination with The Wealth Mosaic website to support their technological knowledge, planning and strategy.
by: The Wealth Mosaic | Date published : November 2020 [Download]
World FinTech Report 2020
FinTech collaboration is even-more essential now for banks to achieve customer-centricity
by: Capgemini | Date published : April 2020 [Download]
Artificial Intelligence: A European approach to excellence and trust
The white paper presents a framework for trustworthy AI based on excellence and trust, and sets out expectations of AI systems for both high-risk and low-risk cases.
by: European Commission | Date published : February 2020 [Download]
Boost your client engagement - digitally
Achieving ‘Value at Scale’ with digital advice and enhanced client engagement Efficiency is paramount when considering financial services, but so is client interaction. In this paper, Luxoft and Adviscent discuss how balancing automation and scale with a
by: Avaloq | Date published : January 2020 [Download]
The impact of technology on investment funds
Where does the industry sit in its technology journey? How good is it at applying innovation? And in which areas can it improve? Funds Europe, in association with Calastone, surveyed the industry to provide answers to these questions.
by: Calastone | Date published : November 2019 [Download]
Weighing the risks of an inefficient middle-office
What is at stake?
by: SS&C | Date published : October 2019 [Download]
Sharpening the Competitive Edge: A Tier 2 /Tier 3 Bank Perspective
The Euro region experienced a positive growth of 2.4% in 2017. However, the following two metrics indicate the banking industry did not perform well compared to 2015 and 2016.
by: ERI | Date published : October 2019 [Download]
Assessment of Value: Managing data & design
Within the UK market there are approximately 2,345 unique funds, with approximately 11,100 share classes.
by: Broadridge | Date published : October 2019 [Download]
keys for success in Cybersecurity
Download this report to discover the keys for success in Cybersecurity in APJ in today’s rapidly evolving threat landscape. Based on an independent survey of 900 cyber and information security decision makers in APJ, the report reveals among other things:
by: SOPHOS | Date published : August 2019 [Download]
The future of trading solutions for EOMS and PMS
Make the Move to the Future of Trading
by: FIS | Date published : August 2019 [Download]
Address operational impacts and risks through component outsourcing services
In the quest to maximize portfolio returns in a sustained period of record low interest rates and yields, investments in complex asset classes are gaining greater acceptance among insurers and the asset managers that serve the insurance industry.
by: SS&C | Date published : August 2019 [Download]
Global Fintech Report
We use CB Insights to find emerging trends and interesting companies that might signal a shift in technology or require us to reallocate resources.
by: CB Insights | Date published : August 2019 [Download]
Future of Operations: Finding a Home for Fintech
Could new technologies free your workforce from ‘soulless business processes’ and allow them to focus on value-added client engagement?
by: Broadridge | Date published : July 2019 [Download]
Building Transparency with API / Open Banking
Financial institutions have long been accumulating precious data about customers and their transactions, without taking full, or in some cases any, advantage of the effective value.
by: ERI | Date published : March 2019 [Download]
The reality of digital banking in Europe
: Whose customer are you?
by: Economist Intelligence Unit | Date published : January 2019 [Download]
Transforming the adviser-client experience
With some 60% of firms citing the need to improve the client experience as a high or very high priority for their business, wealth managers must listen and do more to engage with and retain their clients and continue to offer the best client experience.
by: Wealth Dynamix | Date published : January 2019 [Download]
Next-generation connectivity
Equipped with next-generation connectivity, business leaders have the opportunity to rethink the ways they do business, to reduce inefficiencies, reach new audiences, better serve existing ones and open up new revenue streams. They also face new competiti
by: Osborne Clarke | Date published : October 2018 [Download]
Regtech: Beyond Compliance
How are companies using regtech to meet growing regulatory demands in financial services?
by: Irish Advantage | Date published : June 2018 [Download]
How to Improve the Quality of Client ServiceE as Well as Profitabilty
by: Objectway | Date published : May 2018 [Download]
Emerging Trends in Relationship Management
Warren Buffett famously stated, “Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.”
by: ERI | Date published : May 2018 [Download]
Digitalization of Wealth Management
Providing High Tech Service in a High Touch Industry
by: Thomson Reuters | Date published : March 2018 [Download]
World FinTech Report 2018
The future is now
by: Capgemini | Date published : February 2018 [Download]
FREE WHITE PAPER: How to manage the impending wealth transfer
How to manage the impending wealth transfer This paper explores some critical strategies investment advisors can undertake now to increase the likelihood of retaining client assets, in preparation for what is expected to be the biggest generational wealt
by: SSC | Date published : February 2018 [Download]
FinTech in the Channel Islands
The Financial Technology (‘FinTech’) sector is fundamentally changing the way financial services firms operate and transforming the way we transfer, borrow, protect and manage our money.
by: EY | Date published : January 2018 [Download]
The Rise of the Bionic Advisor
Though technology makes wealth management easier and more personalised than ever, new tools inevitably bring new challenges.
by: Wealth Dynamix | Date published : January 2018 [Download]
Technology and Pensions
Technology is rapidly transforming the way that the financial sector is operating, and the management and delivery of pensions is no exception. Innovative applications of technology for financial services, or FinTech, are already being used to improve com
by: OECD | Date published : November 2017 [Download]
The accessibility of appropriate and suitable financial advice has become a topical issue alongside the increasing prevalence of defined contribution pensions for which individuals need to manage their own investments.
by: OECD | Date published : November 2017 [Download]
Technology and innovation in the insurance sector
This report catalogues these technologies and examines how InsurTech is being funded and how insurers are engaging with the start-ups entering the market.
by: OECD | Date published : September 2017 [Download]
Responsible deployment of AI in business
We believe that AI could become the most transformative workplace technology of the 21st Century, with the associated need for business leaders to assure themselves that they are deploying AI effectively and responsibly.
by: Slaughter and May | Date published : August 2017 [Download]
Robo-advice: A true innovation in asset management
Robo-advisors are online investment platforms that use computer algorithms to manage client portfolios and are thus part of the FinTech universe.
by: Deutsche Bank | Date published : August 2017 [Download]
Robo-advice is not a hype that will go away
Robo-advice is a hotly debated topic in the fintech space
by: Robeco | Date published : May 2017 [Download]
Family Offices and Cybersecurity
“Cybersecurity threats continue to grow in volume, complexity, and are increasingly more targeted against specific companies or people where the greatest financial gains can be achieved.”
by: Citi | Date published : May 2017 [Download]
Cloud Native Comes of Age
Cloud-native applications, built to excel in the cloud, are driving a transformative shift in the business world.
by: Capgemini Consulting | Date published : May 2017 [Download]
The seven key trends hedge fund managers must address to embrace rapid digital change
Technological change and digitization is now sweeping the financial services industry.
by: SS&C | Date published : May 2017 [Download]
FinTech’s growing influence on Financial Services
Redrawing the lines
by: PwC | Date published : April 2017 [Download]
Digital Wealth
Burnmark looks at the trends, drivers and market dynamics of the digital wealth and robo-advisory space in the April 2017 report, in partnership with Robo-Investing Europe.
by: Burnmark | Date published : April 2017 [Download]
2017 State of Digital Sales in Banking Report
The 2017 State of Digital Sales in Banking Report ranks and compares the digital account opening capabilities of the largest banks in North America, Europe and Australia
by: Avoka Technologies | Date published : March 2017 [Download]
The World FinTech Report 2017
Where finance and technology collide.
by: Capgemini | Date published : November2016 [Download]
Digital Banking Manifesto:
The End of Banks?
by: MASSACHUSETTS INSTITUTE OF TECHNOLOGY | Date published : November2016 [Download]
Asset Management Technology: Hidden Deterrent or Enabler to Success in High-Growth, Global Markets?
Even the most brilliant minds can be shackled by technology that doesn’t respond quickly enough.
by: SS&C | Date published : November2016 [Download]
Developing Operational Models for Wealth Managers That Enable Flexibility, Scalability, and Profitable Growth
Don’t let technology be a barrier to the growth and profitability of your wealth management firm.
by: SS&C | Date published : November2016 [Download]
Blockchain: Back-Office Block-Buster
by: Autonomous Research | Date published : October 2016 [Download]
PSD2: Why it could transform retail banking and payments in Europe
PSD2, over the long-term, could have widespread ramifications for the payments industry in Europe
by: Autonomous Research | Date published : October 2016 [Download]
Challenger Banking
Financial institutions today are facing rapid and irreversible changes across technology, customer behavior and economy.
by: Devie Mohan | Date published : October 2016 [Download]
Equities Leaders 2016 Benchmarking Report
With regulatory changes shaking up the equity market, participants are on the lookout for solutions to help them ensure limited negative impact to their business With added pressures to all players in the market, trading professionals have had to up their
by: Worldwide Business Research | Date published : September 2016 [Download]
Ten Calls to Action for the Wealth Industry
The needs of HNWIs are changing. To better understand these changes and how they impact the wealth management community, FactSet and Scorpio Partnership conducted a thorough evaluation of more than 1,000 wealthy investors from the US, UK, Singapore, and S
by: FactSet | Date published : August 2016 [Download]
Disaggregating the impact of fintech
Traditional financial services firms are confronted with several questions in the face of fintech disruption.
by: Deloitte | Date published : June 2016 [Download]
Retooling wealth management for the digital age
A look at consumers’ digital propensity
by: Deloitte | Date published : September 2016 [Download]
Aligning the organization for its digital future
Findings from the 2016 digital business global executive study and research report
by: Deloitte | Date published : July 2016 [Download]
Are You Ready for the Rise of Digital Influence?
Why the future of Influencer Marketing starts with people and relationships, not popularity. Learn how to support your marketing and ROI through influencers.
by: Tap Influence | Date published : August 2016 [Download]
Developing Operational Models for Wealth Managers That Enable Flexibility, Scalability, and Profitable Growth
Don’t let technology be a barrier to the growth and profitability of your wealth management firm.
by: SS&C | Date published : July 2016 [Download]
Asset Management Technology: Hidden Deterrent or Enabler to Success in High-Growth, Global Markets?
Even the most brilliant minds can be shackled by technology that doesn’t respond quickly enough.
by: SS&C | Date published : July 2016 [Download]
Blurred lines: How FinTech is shaping financial services
We estimate within the next 3-5 years, cumulative investment in FinTech globally could well exceed $150bn.
by: PwC | Date published : June 2016 [Download]
Digitalisation of Wealth Management in an international context
A paper in the ERI Thought Leadership series
by: ERI Bancaire | Date published : May 2016 [Download]
The Rise Of Bionic Wealth
he future of wealth management is about the successful use of technology but also about relationships
by: Forbes & Temenos | Date published : May 2016 [Download]
How FinTech is shaping Financial Services
It is difficult to imagine a world without the internet or mobile devices. They have become core elements of our lifestyle and have brought a high degree of disruption to virtually every area of business. The financial services (FS) industry is no exce
by: PwC | Date published : March 2016 [Download]
Biometricsand Banking
This white paper provides an updated overview and market synopsis of biometrics for the global financial sector.
by: Biometrics Research Group | Date published : April 2016 [Download]
UBS white paper on the Fourth Industrial Revolution
It outlines a brief history of the four industrial revolutions that have taken place since the late 18th century.
by: UBS | Date published : January 2016 [Download]
How FinTech is Forcing Banking to a Tipping Point
by: Citi | Date published : March 2016 [Download]
The Emerging Digital Advisor
According the report, The Emerging Digital Advisor, digitally enabled advisors can enhance the entire advisor-client relationship—helping the practice become more efficient and client-centric. Digitally enabled advisors had more success than their traditi
by: Pershing | Date published : March 2016 [Download]
Swiss FinTech Report 2016
The role of Switzerland as a FinTech hub
by: Swiss Finance + Technology Association | Date published : March 2016 [Download]
Wealth Management in the Digital Age
Understand demand for digital technology in wealth management, as well as cloud-based solutions for firms to transform their businesses
by: Capgemini | Date published : March 2016 [Download]
Asset Management Technology
Hidden Deterrent or Enabler to Success in High-Growth, Global Markets?
by: SS&C | Date published : February 2016 [Download]
Evolution in the Hedge Fund Landscape
How managers should embrace rapid digital change whitepaper
by: SS&C | Date published : February 2016 [Download]
Digitisation in practice
A more expansive definition goes far beyond this IT context into the value and possibilities of harnessing digital information to enable financial institutions to develop more effective and innovative services for their customers.
by: ObjectWay and EFMA | Date published : January 2016 [Download]

2021 Free White Papers