Details

The WEALTHTECH Book


The WEALTHTECH Book

The FinTech Handbook for Investors, Entrepreneurs and Finance Visionaries
1. Aufl.

von: Susanne Chishti, Thomas Puschmann

20,99 €

Verlag: Wiley
Format: EPUB
Veröffentl.: 20.04.2018
ISBN/EAN: 9781119362227
Sprache: englisch
Anzahl Seiten: 336

DRM-geschütztes eBook, Sie benötigen z.B. Adobe Digital Editions und eine Adobe ID zum Lesen.

Beschreibungen

<p><b>Get a handle on disruption, innovation and opportunity in investment technology</b></p> <p>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.</p> <p><i>The WEALTHTECH Book </i>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.</p> <p>•    Explains how the wealth management sector is being affected by competition from low-cost robo-advisors</p> <p>•    Explores technology and start-up company disruption and how to delight customers while managing their assets</p> <p>•    Explains how to achieve better returns using the latest fintech innovation</p> <p>•    Includes inspirational success stories and new business models</p> <p>•    Details overall market dynamics</p> <p>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.</p>
<p>Preface  viii</p> <p>About the Editors  xi</p> <p>Acknowledgements  xiii</p> <p><b>1. Introduction</b></p> <p>The Augmented Investment Management Industry 7</p> <p>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</p> <p>Embracing Emerging Technology 16</p> <p>WealthTech – Business as Unusual 19</p> <p>Welcoming an Artificial Intelligence Robot as a Colleague 23</p> <p>Essential Digitization in Wealth Management 28</p> <p>Becoming Millennial-Minded is Key for WealthTech 31</p> <p>“To Infinity and Beyond!” – Building WealthTech Applications has Never Been Easier 34</p> <p><b>2. Digitizing Client Advisory and Robo-Advisors</b></p> <p>Ten Reasons Why Digital Wealth Management Will Become a Worldwide Market Standard 42</p> <p>What Do Wealthy Clients Think About Digital Wealth Management? 45</p> <p>Challenges of Digitizing Wealth Management Advisory 50</p> <p>The Hybrid Advice Model 53</p> <p>No “One Size Fits All” – Personalized Client Service and Social Selling in Wealth Management 57</p> <p>How to Give “Sleep-Tight” Robo-Advice 62</p> <p>How Gamification Can Attract Consumers to Sign Up 65</p> <p>The Counter-intuitive Reality of Robo-Advice Demographics 68</p> <p>How Emerging Technologies Will Change Emerging Markets – Welcome Robo-Advisor X.0! 71</p> <p>Presentation Technology – Enriching the Client Experience in a Physical and Virtual World 74</p> <p>Digital Super Powers – The Role of Artificial Intelligence in Wealth Management 77</p> <p>Using Artificial Intelligence in Wealth Management 80</p> <p>Digital Asset Management in 2020 – Seven Theses 83</p> <p>Making Digital Advice Personal is as Important as Making Personal Advice Digital 86</p> <p><b>3. Digitizing Wealth Management Operations</b></p> <p>Digital Business Model for Wealth Management Operations as Matchmaker of Generations 94</p> <p>How a Digital Architecture Can Lead to Tangible Business Results 97</p> <p>The Personalization Pillar 101</p> <p>Digitizing Wealth Management 105</p> <p>Survival of the Fittest – Cyber Resilience 108</p> <p><b>4. Digital Platforms, Products and Ecosystems</b></p> <p>Wealth Management-as-a-Platform – The New Business Architecture with PSD2 116</p> <p>Wealth Management – Preparing for a Digital Revolution 120</p> <p>How to Digitalize Wealth Management at Banks 123</p> <p>Key Success Factors in Gaining Market Share and Scale in Alternative Lending 127</p> <p>Personal Financial Intelligence – AI and the Future of Money Management 132</p> <p>Financial Forecasting and Portfolio Optimization in the 21st Century 135</p> <p>AI-Powered Wealth Management Products and Investment Vehicles 138</p> <p>Wealth Managers Can Deliver Effective Client Outcomes with a Data-Driven Investment Process 142</p> <p>The Business Case for Gender Equality 147</p> <p>Fiduciary Robo-Selection is Possible in a New Fund Order 151</p> <p><b>5. Blockchain Applications in Asset and Wealth Management</b></p> <p>Cryptocurrencies and Blockchain 158</p> <p>How Blockchain Drives Innovation in Asset Management 162</p> <p>Use Cases and Monetization Challenges of Blockchain Applications in Wealth Management 166</p> <p>Blockchain as a Backbone to Asset and Wealth Creation 170</p> <p>Dreaming of a Ledger-Free, Globally Connected Wealth Management Industry 173</p> <p>Trust Arbitrage and the Future of the Wealth Manager – How Blockchain Innovations Can Crack the Code 177</p> <p>Investment and Issuance Distributed in Blockchain 181</p> <p><b>6. Founders’ Success Stories</b></p> <p>Launching MeDirect Bank as a Challenger Bank 190</p> <p>Empowering Women Financially – The Why and the How 194</p> <p>Why I Left Goldman Sachs for FinTech 197</p> <p>Moneymeets.com – Germany’s Leading Personal Finance Management Portal 199</p> <p>The 100 Trillion Dollar Market Failure 203</p> <p><b>7. Enterprise Innovation</b></p> <p>Just Do It! Using the Buzz Around Innovation to Empower Banks and Asset Managers 210</p> <p>Leveraging Corporate Innovation by Opening Banks to External Ecosystems 213</p> <p>Wealth Management is Dead, Long Live Wealth Management 216</p> <p><b>8. Global Overview of WealthTech</b></p> <p>Is the Future of WealthTech Already in China? 224</p> <p>WealthTech in Latin America 227</p> <p>Challenges in the Japanese Wealth Management Market – Digital Issuance and Distribution of Japanese Real-Estate Securitized Products 231</p> <p>How to Unlock WealthTech in Turkey 234</p> <p><b>9. What is the Future of WealthTech?</b></p> <p>The Networked Client 244</p> <p>The Investment Managers of the Future are Going to be Millennials 247</p> <p>Empowering Asset Owners and the Buy Side 251</p> <p>An Industry Driven by Digital, Data and Artificial Intelligence 254</p> <p>WealthTech – Taking Private Banking and Wealth Management Digital 257</p> <p>The Wealth Management Canvas – A Framework for Designing the WealthTech Firm of the Future 260</p> <p>The Ingredients of IKEA’s Approach for a Starry Wealth Management – Choose to Change the Competitive Arena in a Mature Sector 264</p> <p>FinTech and the Wealth Management Challenge 267</p> <p>Cognitive Decision-Making with “Insights-as-a-Service” 271</p> <p>More Banking for Less Money 273</p> <p>How AI Will Cause Robo-Advice to Completely Outperform Human Advice 275</p> <p>Security in the Future of WealthTech 279</p> <p>How China is Shaping WealthTech and the Future of Financial Services 282</p> <p>From the Technological to the Financial Singularity – A Journey Without Return to the Future of Finance 285</p> <p>Welcoming the 2058 Class of the “Galactic Academy of Wealth Management” 289</p> <p>List of Contributors 292</p> <p>Index 309</p>
<p><b>SUSANNE CHISHTI</b> 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 <i>The FinTech Book</i>, 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. <p><b>THOMAS PUSCHMANN</b> 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.
<p><b>WORK</b> <b><i>WITHIN</i></b><b> THE FINTECH DISRUPTION TO CAPTURE A NEW, MORE LUCRATIVE MARKET</b> <p>Low-cost robo-advisors, blockchain-based systems, new business models and a proliferation of direct-to-client applications are already affecting the wealth management sector. This trend will only grow as global wealth continues to increase, and new technologies such as big data analytics, artificial intelligence and distributed ledger technologies enable entirely new and more cost-effective and client-responsive approaches to wealth management. <i>The WealthTech Book</i> helps savvy practitioners join the digital evolution of the financial services industry, with a comprehensive resource for competing in the new paradigm. <ul> <li>Learn the latest developments in wealth management technology</li> <li>Examine the insights of cutting-edge scientists and practitioners</li> <li>Explore new approaches to analytics, data mining and more</li> <li>Understand market dynamics and the future of wealth management</li> <li>Future-proof your career with fintech innovation</li> </ul> <p>The movement toward digitization along the entire wealth management value chain is not going away, and traditional approaches are already floundering as wealth management becomes more accessible, affordable and eponymous. <i>The WealthTech Book</i> provides investors, advisors and finance visionaries with an invaluable resource for tapping the huge customer potential of this rising market.

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