FinTech Trends

Special Report Promotion 2016

To provide you with a sample of our research in the field of digital media and FinTech for financial services, we are pleased to offer you a full copy of our report „The Rise of Crowdfunding: Threats and Opportunities for the Global Wealth Management Industry“ for free. No obligation and no registration required. ... more >

Report: Chatbots for Banking and Wealth Management 2016

Chatbots and Virtual Assistants set to take over Banks' Client Interaction

Chatbots as a means of customer interaction are taking the banking sphere by storm with more bots being launched every week. For the report we screened more than 100 banks, wealth managers and challenger banks in order to identify, analyze and profile the 44 most advanced and innovative chatbots today. Additionally, the report evaluates state-of-the-art chatbots by nine FinTechs and challenger banks and as well the offerings of eight B2B bot developers. ... more >

Investor Survey Report on Robo-Advisors and Wealth Management 2016

Robo-Advisors gain popularity with High-Net-Worth investors

The majority of affluent and high-net-worth individuals recognize the potential of robo-advisors and automated investment services to add value to their wealth management services. This is a main finding of MyPrivateBanking’s recent quantitative panel survey, with insights from 600 affluent and wealthy investors in the US and the UK. More than 70% of overall respondents think that such tools can positively influence their wealth manager’s advice and decision-making process and... more >

Report: Crowdfunding and Wealth Management 2015

Crowdfunding: a Major Threat to the Global Wealth Management Industry

Despite the explosive growth and potentially disruptive impacts of crowdfunding on private banks and wealth management companies, interest in crowdfunding on the part of the wealth management industry has remained very low. ... more >

Robo-Advisors Report 2015

The disruptive effects of robo-advisors and automated investment services to the traditional wealth management industry are growing. Whereas the market development in 2014 was dominated by the launch and growth of start-ups, established wealth managers have started to strike back and are opening up to the robo-trend ... more >

Report: Digital and Mobile Solutions for Financial Advisors 2015

Wealth managers’ traditional model of providing financial advice is under attack by computers with increasingly cognitive abilities, taking over tasks ranging from risk assessment and portfolio allocation to financial planning and tax optimization. But wealth managers can fend off these threats by applying the right technology themselves... more >

Robo-Advisors Report 2014

Assets Managed by Robo-Advisors will Skyrocket to $255 billion within Five Years

Robo-advisors, primarily web-based wealth management providers that offer automated investment services, will grow rapidly and pose a real threat to the business models of conventional wealth managers. Global assets under management (AuM) of the robo-advisor services will reach $14 billion by ... more >