Susanne Chishti, Thomas Puschmann

The WEALTHTECH Book (eBook, ePUB)

The FinTech Handbook for Investors, Entrepreneurs and Finance Visionaries

• Format: ePub

Produktbeschreibung

Get a handle on disruption, innovation and opportunity in investment technology The digital evolution is enabling the creation of sophisticated software solutions that make money management more accessible, affordable and eponymous. Full automation is attractive to investors at an early stage of wealth accumulation, but hybrid models are of interest to investors who control larger amounts of wealth, particularly those who have enough wealth to be able to efficiently diversify their holdings. Investors can now outperform their benchmarks more easily using the latest tech tools. The WEALTHTECH Book is the only comprehensive guide of its kind to the disruption, innovation and opportunity in technology in the investment management sector. It is an invaluable source of information for entrepreneurs, innovators, investors, insurers, analysts and consultants working in or interested in investing in this space. Explains how the wealth management sector is being affected by competition from low-cost robo-advisors Explores technology and start-up company disruption and how to delight customers while managing their assets Explains how to achieve better returns using the latest fintech innovation Includes inspirational success stories and new business models Details overall market dynamics The WealthTech Book is essential reading for investment and fund managers, asset allocators, family offices, hedge, venture capital and private equity funds and entrepreneurs and start-ups.

---

Dieser Download kann aus rechtlichen Gründen nur mit Rechnungsadresse in A, B, BG, CY, CZ, D, DK, EW, E, FIN, F, GR, HR, H, IRL, I, LT, L, LR, M, NL, PL, P, R, S, SLO, SK ausgeliefert werden.

Produktdetails

• Verlag: John Wiley & Sons
• Seitenzahl: 336
• Erscheinungstermin: 20. April 2018
• Englisch
• ISBN-13: 9781119362227
• Artikelnr.: 53058337

Autorenporträt

SUSANNE CHISHTI is the Founder and CEO of FINTECH Circle and the FINTECH Circle Institute, the leading peer-to-peer learning platform providing in-person and online courses across fintech enterprise innovation, WealthTech, InsurTech, artificial intelligence and blockchain applications in finance, crypto-currencies and startup methodologies. As Co-Editor of the global Bestseller The FinTech Book, she has been selected as a "City Innovator - Inspirational Woman" after working for 15 years across Deutsche Bank, Lloyds Banking Group, Morgan Stanley Investment Management and Accenture in London and Hong Kong. THOMAS PUSCHMANN is Founder and Director of the Swiss FinTech Innovation Lab at the University of Zurich and member of the Swiss Innovation Council Innosuisse. Before his current position, Thomas was heading a large international financial services research project at the Universities of St. Gallen and Leipzig and was a visiting scholar at the MIT Sloan School of Management. He is an advisor for many strategic national and international initiatives and an advisory board member of various institutions.

Inhaltsangabe

Preface  viii
About the Editors  xi
Acknowledgements  xiii
1. Introduction
The Augmented Investment Management Industry 7
FinTech Disruption Across the Wealth Management Value Chain - Will FinTech
Dominate the Wealth Management Model of the Future or is there Still a
Place for Traditional Wealth Managers? 11
Embracing Emerging Technology 16
WealthTech - Business as Unusual 19
Welcoming an Artificial Intelligence Robot as a Colleague 23
Essential Digitization in Wealth Management 28
Becoming Millennial-Minded is Key for WealthTech 31
"To Infinity and Beyond!" - Building WealthTech Applications has Never Been
Easier 34
2. Digitizing Client Advisory and Robo-Advisors
Ten Reasons Why Digital Wealth Management Will Become a Worldwide Market
Standard 42
What Do Wealthy Clients Think About Digital Wealth Management? 45
Challenges of Digitizing Wealth Management Advisory 50
The Hybrid Advice Model 53
No "One Size Fits All" - Personalized Client Service and Social Selling in
Wealth Management 57
How to Give "Sleep-Tight" Robo-Advice 62
How Gamification Can Attract Consumers to Sign Up 65
The Counter-intuitive Reality of Robo-Advice Demographics 68
How Emerging Technologies Will Change Emerging Markets - Welcome
Robo-Advisor X.0! 71
Presentation Technology - Enriching the Client Experience in a Physical and
Virtual World 74
Digital Super Powers - The Role of Artificial Intelligence in Wealth
Management 77
Using Artificial Intelligence in Wealth Management 80
Digital Asset Management in 2020 - Seven Theses 83
Making Digital Advice Personal is as Important as Making Personal Advice
Digital 86
3. Digitizing Wealth Management Operations
Digital Business Model for Wealth Management Operations as Matchmaker of
Generations 94
How a Digital Architecture Can Lead to Tangible Business Results 97
The Personalization Pillar 101
Digitizing Wealth Management 105
Survival of the Fittest - Cyber Resilience 108
4. Digital Platforms, Products and Ecosystems
Wealth Management-as-a-Platform - The New Business Architecture with PSD2
116
Wealth Management - Preparing for a Digital Revolution 120
How to Digitalize Wealth Management at Banks 123
Key Success Factors in Gaining Market Share and Scale in Alternative
Lending 127
Personal Financial Intelligence - AI and the Future of Money Management 132
Financial Forecasting and Portfolio Optimization in the 21st Century 135
AI-Powered Wealth Management Products and Investment Vehicles 138
Wealth Managers Can Deliver Effective Client Outcomes with a Data-Driven
Investment Process 142
The Business Case for Gender Equality 147
Fiduciary Robo-Selection is Possible in a New Fund Order 151
5. Blockchain Applications in Asset and Wealth Management
Cryptocurrencies and Blockchain 158
How Blockchain Drives Innovation in Asset Management 162
Use Cases and Monetization Challenges of Blockchain Applications in Wealth
Management 166
Blockchain as a Backbone to Asset and Wealth Creation 170
Dreaming of a Ledger-Free, Globally Connected Wealth Management Industry
173
Trust Arbitrage and the Future of the Wealth Manager - How Blockchain
Innovations Can Crack the Code 177
Investment and Issuance Distributed in Blockchain 181
6. Founders' Success Stories
Launching MeDirect Bank as a Challenger Bank 190
Empowering Women Financially - The Why and the How 194
Why I Left Goldman Sachs for FinTech 197
Moneymeets.com - Germany's Leading Personal Finance Management Portal 199
The 100 Trillion Dollar Market Failure 203
7. Enterprise Innovation
Just Do It! Using the Buzz Around Innovation to Empower Banks and Asset
Managers 210
Leveraging Corporate Innovation by Opening Banks to External Ecosystems 213
Wealth Management is Dead, Long Live Wealth Management 216
8. Global Overview of WealthTech
Is the Future of WealthTech Already in China? 224
WealthTech in Latin America 227
Challenges in the Japanese Wealth Management Market - Digital Issuance and
Distribution of Japanese Real-Estate Securitized Products 231
How to Unlock WealthTech in Turkey 234
9. What is the Future of WealthTech?
The Networked Client 244
The Investment Managers of the Future are Going to be Millennials 247
Empowering Asset Owners and the Buy Side 251
An Industry Driven by Digital, Data and Artificial Intelligence 254
WealthTech - Taking Private Banking and Wealth Management Digital 257
The Wealth Management Canvas - A Framework for Designing the WealthTech
Firm of the Future 260
The Ingredients of IKEA's Approach for a Starry Wealth Management - Choose
to Change the Competitive Arena in a Mature Sector 264
FinTech and the Wealth Management Challenge 267
Cognitive Decision-Making with "Insights-as-a-Service" 271
More Banking for Less Money 273
How AI Will Cause Robo-Advice to Completely Outperform Human Advice 275
Security in the Future of WealthTech 279
How China is Shaping WealthTech and the Future of Financial Services 282
From the Technological to the Financial Singularity - A Journey Without
Return to the Future of Finance 285
Welcoming the 2058 Class of the "Galactic Academy of Wealth Management" 289
List of Contributors 292
Index 309