A
- ABCs see asset-based cryptocurrencies
- advanced technology
- advice/advisors
- digital vs personal advice
- empowerment of women
- financial advisors
- hybrid model
- investment advice
- see also robo-advice/advisors
- advisory services
- agents
- AI see artificial intelligence
- algorithms
- Alibaba
- Alpha Modus
- alternative lending
- achieving scale
- interdependence
- market share
- PRVM
- success factors
- TVFO
- AML see anti-money laundering
- analytics
- Ant Financial
- anti-money laundering (AML)
- APAC see Asian-Pacific region
- application programming interfaces (APIs)
- digital revolution
- digital wealth management
- personal digital advice
- roboblock networks
- technical interoperability
- applications
- blockchain
- building
- financial literacy
- personal finance
- arbitrage
- architecture
- artificial intelligence (AI)
- alternative strategies
- big data
- building applications
- deep learning
- email welcome to ‘Dan’
- emerging technology
- financial singularity
- future of finance
- how it delivers
- industry drivers
- investment vehicles
- market complexity
- millennials
- outperforming humans
- partial vs total investing
- personal finance
- products
- risks of using
- role of
- smart-beta ETFs
- super explosion
- talking with robots
- uses
- what it does
- what it is
- see also robo-advice/advisors
- Asian-Pacific (APAC) region
- Asimov’s Laws
- asset-based cryptocurrencies (ABCs)
- asset creation
- asset investment, passive
- asset management
- blockchain
- challenges
- digital
- future aspects
- innovation
- new business models
- opportunities
- potential disruptors
- asset managers
- asset owners
- asset supporters, ABCs
- augmented investment
- autocracy
- automation
- advice
- banks/banking
- execution
- personal digital advice
- real-time adjustments
- RPI
- autonomous execution
- awareness
B
- baby boomers
- backtesting
- Baidu, Alibaba and Tencent (BAT)
- banks/banking
- AI
- big data
- building new frameworks
- business model
- China
- complex markets
- digital asset management
- digital wealth management
- external ecosystems
- FinTechs
- frameworks under attack
- hybrid transformation options
- innovation
- intrapreneurship
- keeping “time-to-market” short
- more for less money
- new strategic tools
- PBWM
- personal digital advice
- platforms
- prospering in digital world
- regulation
- technical interoperability
- unbanked populations
- BAT see Baidu, Alibaba and Tencent
- behavioural analysis
- behaviour of client
- “best of breed” algorithm providers
- BFGEI see Bloomberg Financial Services Gender-Equality Index
- big data
- blockchain
- applications
- asset creation
- asset management
- as a “backbone”
- definition
- disruption
- ecosystem
- emerging technology
- FinTechs
- fund subscription model
- ICOs
- innovation
- investment
- issuance
- market challenges
- market opportunities
- monetization
- securities
- wealth creation
- block explorer
- Bloomberg
- Bloomberg Financial Services Gender-Equality Index (BFGEI)
- BNP Paribas Fund Link
- brands
- Brazil
- building applications
- enabled “bricks”
- opportunities
- putting “bricks” together
- business architecture, PSD2
- business models
- asset management
- banks/banking
- digital
- “high tech/high touch”
- WMC
- buy side
C
- CACs see customer acquisition costs
- capabilities
- capital markets
- Carney, Mark
- centricity of client/customer
- Chile
- China
- BAT and new markets
- data causing differentiation
- financial services
- FinTechs
- future aspects
- large tech firms
- mass affluent customers
- reasons for company success
- tech companies
- clients
- augmented investment
- behaviours
- centricity
- confidentiality
- customization
- data
- digital wealth management
- experience
- higher wealth clients
- investment
- networked
- personalized services
- preferences
- segmentation
- services/maintenance
- tailored solutions
- see also customers; onboarding
- cloud solutions
- cognitive decision-making
- collaboration
- collaborative filtering
- communication
- AI
- data-driven investment
- omni-channel
- community-building
- companies
- new economy
- see also firms
- competitive arenas
- competitive edge
- competitive environments
- competitive markets
- competitive pricing
- complexity
- digital business models
- financial markets
- wealth management
- compliance
- digital architecture
- millennial-mindedness
- presentation technology
- robo-advice/advisors
- computing/computers
- fiduciary robo-selection
- history of computing
- quantum computing
- confidentiality
- connectivity
- content, presentation of
- Contineo
- cooperation
- core focus of firm
- corporate income generation
- corporate innovation accelerators
- corporate leverage
- cost efficiency
- costs
- credibility
- Cremer, Johannes
- crises, financial
- crowdfunding
- cryptocurrencies
- asset-based
- blockchain
- definition
- PBWM
- Csikszentmihalyi, Mihaly
- cultural considerations
- currencies
- customer acquisition costs (CACs)
- customer churn
- customers
- aligning interests
- centricity
- cyber resilience
- digital architecture
- expectations
- experience
- life cycles
- mass affluent
- profiles
- segmentation
- see also clients
- customization
- cyber resilience
- customer at centre
- customer experience
- cyber security
- learning from technology firms
- strategy adoption
- targeting investments
- cyber security
D
- ‘Dan’ the robot
- data
- AI and alternative data
- API data transfers
- augmented investment
- big data
- clients
- differentiation
- digital wealth management
- ESG
- flexible visualization
- holistic integration
- industry drivers
- investment
- data-driven investment
- communications
- decision-making
- research
- risk reduction
- technology
- data-driven strategies
- data munging
- debt culture
- decision-making
- deep learning
- DeepMind AlphaGo (Go) program
- democratization
- demographics
- demonetization
- detached start-up model
- Dianrong
- differentiable neural computers (DNCs)
- digital advice/advisors
- digital architecture
- digital asset management
- digital business models
- aligning perspectives
- the big picture
- complexity
- framework diagram
- low cost/high value
- no perfect blueprint
- omni-channel communications
- profitability
- robo-advisors
- transformation processes
- digital data
- digital deniers
- digital issuance
- digitization
- architecture
- essential
- four pillars
- investor benefits
- knowledge
- moneymeets.com
- PBWM
- personal digital advice
- Robo-Advisor X. 0
- digital money viability
- digital platform economy
- digital revolution
- digital utility
- digital wealth management
- advisory challenges
- client preferences
- digitizing
- drivers
- higher wealth clients
- as market standard
- operations
- projections
- rapid progress
- technological affinity
- two pillars
- wealthy clients
- digitals (clients)
- disintermediation
- disruption
- asset management
- digitization
- digital wealth management
- FinTechs 11-15,
- PBWM
- wealth management
- distributed ledger technology (DLT)
- DIY see do it yourself
- DLT see distributed ledger technology
- DNCs see differentiable neural computers
- do it yourself (DIY)
- Dumiao
E
- ecosystems
- banks/banking
- blockchain
- gender
- interdependence within
- education
- EIR see entrepreneur-in-residence
- Electronifie
- email
- embedded start-up model
- emerging markets
- emerging technology
- empowerment of asset owners
- empowerment of women
- action through innovation
- financial literacy
- importance of
- why it matters
- women-specific needs
- engagement
- enterprise innovation
- entrepreneurial culture
- entrepreneur-in-residence (EIR)
- environmental, social and governance (ESG) data
- equities
- ESG see environmental, social and governance data
- ETFs see exchange-traded funds
- Europe
- exchange-traded funds (ETFs)
- AI-driven rotation strategies
- AI smart-beta products
- banks/banking
- digital wealth management
- robo-advisors
- execution
- automated
- autonomous
- innovation
- robo-advice/advisors
- expectations of customers
- expense management apps
- experiences of clients/customers
- external resource management
F
- fact-based algorithms
- failure of market
- family firms
- FDI see foreign direct investment
- feedforward neural networks
- fiduciary robo-selection
- financial advice/advisors
- financial algorithms
- financial crises
- financial education
- financial empowerment of women
- financial events horizon
- financial forecasting
- financial institutions (FIs)
- financial literacy
- financial management
- financial markets
- financial performance
- financial products
- financial propositions
- financial services
- financial singularity
- financial stability
- financial wellness
- FinTechs
- account administration
- building applications
- buy/sell sides
- challenges
- China
- collision of generations
- current focus
- customer profiles
- digitization
- digital wealth management
- disintermediation
- disruption
- financial crises
- financial stability
- gamification
- information overload
- Latin America
- millennials
- partnering
- Scalable Capital
- security
- survival tests
- Turkey
- ultimate promise of
- value chains
- VC investment
- wealth managers
- firms
- cyber resilience
- design for the future
- trust arbitrage
- see also companies
- FIs see financial institutions
- flexible data visualization
- “flow” concept
- forecasting
- foreign direct investment (FDI)
- founder stories
- free organization
- funding, TVFO
- Fund Link, BNP Paribas
- fund selectors
- fund subscription model
- fund supermarket
G
- “Galactic Academy” welcome speech
- gamification
- gender equality
- case for
- ESG data
- financial performance
- gender data
- gender ecosystem
- setting new standards
- way forward
- generation collisions
- generation matchmaking
- generation-Xers (gen-Xers)
- augmented investment
- digitization
- millennial-mindedness
- robo-advice/advisors
- genetic algorithms
- Germany
- global networks
- global overview
- globally-connected wealth management
- Go program
- Goldman Sachs
- governance data, ESG
- Groupon
H
- hedge funds
- HFT see high frequency trading
- high-frequency trading (HFT)
- high-net-worth individuals (HNWIs)
- China
- cyber resilience
- digitization
- FinTechs
- personalization
- Turkey
- WealthTechs
- “high tech/high touch” models
- high-touch advisors
- higher wealth clients
- HNWIs see high-net-worth individuals
- holistic data integration
- Hongdian Fund
- HR see human resource departments
- human advice
- see also financial advisors
- human capital risk
- human resource (HR) departments
- hybrid advice model
- benefits
- choice
- digital asset management
- digital wealth management
- flexibility
- future aspects
- optionality
- scale efficiencies
- hybrid clients
- hybrid transformations
- hyper-personalization
I
- ICOs see initial coin offerings
- ideas, promotion of
- identity
- IKEA
- basic element approach
- credibility
- do it yourself
- education
- pricing
- quality
- risk
- sustainability
- trust
- income
- industrial revolutions
- industry drivers
- AI
- coming shifts
- current market
- digital data
- effects of 2008 crisis
- future aspects
- innovation
- opportunities
- information overload
- information technology (IT)
- informed consent
- infrastructure
- initial coin offerings (ICOs)
- innovation
- asset management
- banks/banking
- blockchain
- corporate accelerators
- corporate leverage
- empowerment of women
- enterprise
- FinTechs
- implementation insights
- importance of execution
- industry drivers
- platforms
- promoting ideas
- using/generating buzz
- insights
- instant messaging
- interdependence
- interest rates
- internet
- Internet of Things (IoT)
- intrapreneurship
- investment
- advice
- AI-powered vehicles
- augmented
- blockchain
- decision-making
- emerging markets
- management
- managers
- partial vs total AI
- suitability
- targeting
- technology
- investors
- IoT see Internet of Things
- issuance
- blockchain
- conventional procedure
- digital
- securities
- IT see information technology
J
- Japan
- demography
- digital issuance
- financial markets
- peer-to-peer marketplaces
- real estate
- REITs
- securitized products
- WealthTech solutions
- jurisdiction issues
K
- key performance indicators (KPIs)
- know your client/customer (KYC)
- knowledge digitization
- knowledge graphs
- KPIs see key performance indicators
- Kurzweil, Raymond
- KYC see know your client/customer
L
- language and speech AI
- Latin America
- Laws of Robotics
- ledgers
- legacy mindsets
- lending
- life cycles of customers
- liquidity
- literacy see financial literacy
- LNWIs see low-net-worth individuals
- long-term risk-adjusted returns
- low-net-worth individuals (LNWIs)
M
- machine learning (ML)
- cognitive decision-making
- financial forecasting
- robo-advice/advisors
- management teams, PRVM
- marketing
- marketplace lending
- marketplace of wealth management
- markets
- activities
- capital
- challenges
- China
- competitive markets
- current
- data
- emerging markets
- explaining markets
- failure
- financial
- Germany
- opportunities
- positioning
- ruled by AIs
- share
- standard
- structure
- mass affluent customers
- mature sectors
- MeDirect bank
- as a challenger bank
- client centricity
- fund supermarket
- good products/service
- growth
- partial rebundling
- pivoting
- testing
- Melon software
- memory
- Mexico
- micro-investing apps
- microservices
- millennials
- digital revolution
- digitization
- FinTechs
- gamification
- investment managers
- “living the story”
- millennial-mindedness
- new technology
- reliance on brands
- robo-advice/advisors
- wealth transfer
- minimum viable products
- mismatched investments
- ML see machine learning
- mobile banking
- mobile devices see smartphones
- mobility
- modern portfolio theory (MPT)
- modularity, IKEA
- monetization
- money management
- moneymeets.com
- banker founders
- digitization
- finding good investors
- German market
- regulation
- scaling a successful team
- wealth management
- motivation
- MPT see modern portfolio theory
- multi-manager roboblock networks
- mutual funds
N
- networked clients
- networks
- ABCs
- global
- network effects
- neural
- roboblock
- new economy companies
- new technology
- new wealth builders (NWBs)
- NWBs see new wealth builders
O
- obsolescence
- older generation
- omni-channel communications
- onboarding
- AI
- client
- digital architecture
- digital revolution
- processes
- online advice
- see also robo-advice/advisors
- online banking
- open API approaches
- open-architecture digital warehousing
- open roboblock networks
- openness
- operations
- optimization
- overlapping start-up model
P
- partial rebundling
- partnering
- partnerships, regulations, venture capital providers and management teams (PRVM)
- passive asset investment
- Payment Services Directive (Second) (PSD2)
- PBWM see private banking and wealth management
- peer-to-peer
- marketplaces
- roboblock networks
- pension systems
- performance
- personal digital advice
- personal finance
- personal income generation
- personalization
- digitization
- four pillars of digitization
- hyper-personalization
- state of industry
- truly personal service
- personalized experiences
- personalized services
- bespoke value propositions
- current disconnect
- driving growth
- engagement and awareness
- impressing clients
- new approaches
- relating to clients
- retaining clients
- targeted prospecting
- truly personal service
- what is still to be done
- personal relationships
- Pink, Daniel H.
- Pintec
- platforms
- ABCs
- alternative lending
- banks/banking
- culture
- digital platform economy
- PSD2
- ratings
- roadmap
- rules of engagement
- security
- strategy
- wealth management
- portfolios
- construction
- management
- MPT
- optimization
- risk
- post-investment tools
- predictions
- predictive signal screener
- preferences of clients
- presentation technology
- pricing
- Principal
- privacy
- private banking
- private banking and wealth management (PBWM)
- digitization
- disruption
- “high tech/high touch” business models
- regulation
- relevant technologies
- strategic choices
- tailored solutions
- traditions under siege
- privatized pension systems
- products
- AI-powered
- financial
- knowledge of
- MeDirect bank
- minimum viable
- securitized
- simplified
- profiling customers
- profitability
- PRVM see partnerships, regulations, venture capital providers and management teams
- PSD2 see Second Payment Services Directive
Q
- quality
- quant funds
- quantum computing
R
- rating platforms
- real-estate investment trusts (REITs)
- real-estate securitized products
- real-time automated adjustments
- rebundling
- reconciliation
- redemption logistics
- RegTech
- AI
- building applications
- strictness of
- regulation
- ABCs
- banks/banking
- buy/sell sides
- compliance
- digital architecture
- digitization
- digital wealth management
- FinTechs
- investment suitability
- moneymeets.com
- PBWM
- personal digital advice
- personal finances
- presentation technology
- PRVM
- regulation risk
- tax
- regulatory sandbox
- reinforcement learning
- REITs see real-estate investment trusts
- relationship managers
- relationships, personal
- reporting
- research
- resilience, cyber
- resource management
- response times
- results, achieving
- retail asset management
- retail banking
- retirees
- Reuter, Paul Julius
- risk
- consistent language of
- explanations of
- human capital
- IKEA
- preferences
- regulation
- security
- using AI
- risk management
- risk profiling
- see also profiling customers
- risk reduction
- risk tolerance
- Robinhood
- robo-advice/advisors
- AI outperforming humans
- baby boomers
- banks/banking
- building applications
- compliance
- costs and value
- demographics
- digital asset management
- digitization
- digital wealth management
- early adopters
- emerging technology
- FinTechs
- first German robo-advisor
- going “all-finance”
- millennials
- need for consistency
- personal digital advice
- Robo-Advisor X.0
- specialized
- suitable investments
- talking with robots
- third generation
- WealthTechs
- see also advice/advisors; artificial intelligence; online advice; personal digital advice
- Robo-Advisor X.0
- as executive officer
- mathematical programming
- optimization
- roboblock networks
- APIs
- definition
- distribution models
- multi-manager
- open
- other models
- peer-to-peer
- setting up
- robo-savers
- robo-selection
- robotic process automation (RPA)
- Robotics, Laws of
- rotation strategies
- RPA see robotic process automation
S
- safety
- scalable advisors
- Scalable Capital
- Second Payment Services Directive (PSD2)
- securities
- blockchain
- current situation
- future aspects
- investment
- issuance
- jurisdiction issues
- smart securities
- sovereignty issues
- securitized products
- security
- ABCs
- cyber security
- human capital risk
- platforms
- regulation risk
- technology concern
- segmentation of clients/customers
- self-sovereign identity
- sell side
- service/services
- AI
- automation of
- clients
- demographics
- MeDirect bank
- personalized
- SharingAlpha
- financial advisors
- fund selectors
- rating platforms
- simplified products
- singularity, definition
- smart-beta products
- smartphones
- smart programs
- smart securities
- social change
- social data, ESG
- social investing
- social media
- social selling
- sovereignty issues
- speech and language AI
- stability
- start-ups
- Stephens, Peter
- success stories
- suitable investments
- five proofs
- robo-advisors
- supervised machine learning
- sustainability
T
- tax regulation
- teams, management
- technical inoperability
- technology
- advanced
- brief history
- data-driven investment
- emerging
- firms
- new
- presentation
- trending
- see also FinTechs; WealthTech
- Tencent
- “time-to-market”
- token exchanges
- touch points
- traditional wealth managers
- transparency
- banks/banking
- fiduciary robo-selection
- industry disruption
- internet
- trends
- Trumid
- trust
- arbitrage
- blockchain applications
- digital wealth management
- empowerment of women
- IKEA
- integrity of advice
- Latin America
- personal digital advice
- Turkey
- TVFO
- trust arbitrage
- blockchain innovations
- death of autocracy
- the firm
- future aspects
- unravelled by blockchain
- wealth managers
- trust, value, funding and operation (TVFO)
- Turkey
- TVFO see trust, value, funding and operation
U
- ultra-high-net-worth individuals (UHNWIs)
- digitization
- FinTechs
- Turkey
- unbanked peoples
- United States (US)
- universal basic income proposal
- unsupervised machine learning
- US see United States
- use cases
- user experience
- utility, digital
- utility processes
V
- validation
- value
- value chains
- value exchanges
- value propositions
- augmented investment
- Chinese tech companies
- personalized services
- WMC
- value reconciliation
- VC see venture capital
- venture capital (VC)
- venture capitalists
- Vestpod
- virtual reality (VR)
- virtual services
- vision of firm
- voice recognition
- VR see virtual reality
W
- wallets
- weak competitive environments
- wealth creation
- wealth management
- definition
- four epochs/stages
- future in digital age
- globally connected
- moneymeets.com
- as a platform
- WealthTech start-ups
- WMC
- see also digital wealth management; private banking and wealth management
- Wealth Management Canvas (WMC)
- business model
- capabilities
- customer segments
- design for future
- diagram of
- future firms
- validation
- value propositions
- wealth managers
- 21st-century managers
- client outcomes
- cyber resilience
- data-driven investment
- FinTechs
- future of
- small managers
- traditional
- trust arbitrage
- WealthTech
- applications
- challenges
- China
- definition
- future of
- Japan
- Latin America
- MeDirect bank
- moneymeets.com
- obstacles facing
- PBWM
- security
- start-ups
- ten futurist pillars
- Turkey
- WMC
- WealthTech start-ups
- collaboration
- digital maturity
- entrepreneurial culture
- KPIs
- wealth transfer
- wealthy clients
- wealthy individuals (WIs)
- WeChat
- Western large tech firms
- “white labelling” technologies
- WIs see wealthy individuals
- WMC see Wealth Management Canvas
- women
Z
- zero marginal costs
- zero-robos
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