Talking About the WealthTech Revolution
Posted by Ieva250 days ago
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Expertise *
Accounting
58
Accounting Software
2
Auditing
13
Bookkeeping
0
Business Valuation
48
Business Valuation
48
Show More (5)
Financial Planning
0
Financial Reporting
4
Forensic Accounting
0
Payroll
1
Tax
16
Show Less (5)
Asset Management Solutions
17
Asset Allocation
1
Custodial
0
Fund Administration
1
Investment Research
4
Investment Research
2
Show More (5)
Investment Strategies
9
Performance Analytics
0
Portfolio Management
1
Risk Management
0
Trading Platforms
2
Show Less (5)
Clearing & Settlement
45
Central Securities Depositories
0
Collateral Management
3
Derivatives Clearing
0
Netting
0
Post-Trade Processing
12
Show More (5)
Reconciliation
0
Securities Lending
8
Securities Lending
8
Settlement
33
Trade Matching
5
Show Less (5)
Communications & Marketing
15
Advertising
0
Advertising
0
Branding
0
Content Creation
4
Corporate Communications
3
Show More (5)
Event Planning
2
Investor Relations
0
Market Research
4
Public Relations
0
Social Media Management
2
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Consulting
124
Business Process Optimization
73
Business Process Optimization
73
Change Management
3
Compliance Consulting
6
Financial Advisory
3
Show More (5)
Human Resources Consulting
4
Operations Consulting
1
Risk Management Consulting
1
Strategy Consulting
14
Technology Consulting
33
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Insurance
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Business Interruption Insurance
0
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Directors & Officers Liability Insurance
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Health Insurance
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Legal
240
Contract Drafting & Review
0
Corporate Law
0
Dispute Resolution
186
Intellectual Property
4
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220
Show More (5)
Legal Research
216
Litigation Support
7
Mergers & Acquisitions
5
Regulatory Compliance
25
Securities Law
3
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Other
28
Conference & Event Organizers
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Industry Associations
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2
Non-Profit Organizations
7
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8
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Professional Services
29
Business Process Management
5
Customer Support
4
Executive Coaching
1
Facilities Management
17
Facilities Management
17
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Outsourcing
0
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0
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0
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3
Training & Development
0
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Research
7
Company Profiles
0
Data Analytics
1
Data Analytics
3
Economic Research
3
Financial Research
1
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Industry Analysis
0
Qualitative Analysis
0
Quantitative Analysis
1
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Risk & Compliance
23
Anti-Money Laundering (AML)
7
Compliance Training
0
Compliance Training
1
Credit Risk Management
0
Cybersecurity
7
Show More (4)
Fraud Detection
1
Know Your Customer (KYC)
1
Market Risk Management
7
Operational Risk Management
1
Show Less (4)
Technology/Software & Services
103
Artificial Intelligence & Machine Learning
8
Blockchain Technology
55
Cloud Computing
5
Compliance Software
15
Customer Relationship Management (CRM)
6
Show More (9)
Cybersecurity Solutions
0
Data Management
2
IT Infrastructure
3
IT Support & Maintenance
1
Portfolio Management Software
0
Risk Analytics
18
Risk Analytics
19
Software Development
2
System Integration
11
Show Less (9)
Wealth Management Solutions
4
Estate Planning
0
Family Office
1
Investment Management
2
Philanthropic Advisory
0
Retirement Planning
0
Show More (4)
Tax Planning
0
Trust
0
Wealth Transfer Strategies
2
Wealth Transfer Strategies
1
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Industry Categories *
Accounting
6
Accounting Software
0
Auditing Services
1
Bookkeeping Services
0
Business Valuation
5
Financial Planning
0
Show More (4)
Financial Reporting
0
Forensic Accounting
0
Payroll Services
0
Tax Services
1
Show Less (4)
Asset Management Solutions
8
Asset Allocation
2
Custodial Services
2
Fund Administration
1
Investment Research
3
Investment Strategies
1
Show More (4)
Performance Analytics
3
Portfolio Management
1
Risk Management
1
Trading Platforms
2
Show Less (4)
Clearing & Settlement
12
Central Securities Depositories
1
Collateral Management
3
Derivatives Clearing
1
Netting Services
1
Post-Trade Processing
4
Show More (4)
Reconciliation
3
Securities Lending
7
Settlement Services
5
Trade Matching
2
Show Less (4)
Communications & Marketing
0
Advertising
0
Branding Services
0
Content Creation
0
Corporate Communications
0
Event Planning
0
Show More (4)
Investor Relations
0
Market Research
0
Public Relations
0
Social Media Management
0
Show Less (4)
Consulting
23
Business Process Optimization
15
Change Management
3
Compliance Consulting
5
Financial Advisory
3
Human Resources Consulting
1
Show More (4)
Operations Consulting
1
Risk Management Consulting
1
Strategy Consulting
1
Technology Consulting
4
Show Less (4)
Insurance
4
Business Interruption Insurance
0
Cyber Liability Insurance
0
Directors & Officers Liability Insurance
0
Employee Benefits
0
Errors & Omissions Insurance
0
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Health Insurance
0
Life Insurance
0
Property & Casualty Insurance
0
Risk Management Services
4
Show Less (4)
Legal
86
Contract Drafting & Review
3
Corporate Law
9
Dispute Resolution
4
Intellectual Property
1
Legal Research
61
Show More (4)
Litigation Support
14
Mergers & Acquisitions
15
Regulatory Compliance
4
Securities Law
20
Show Less (4)
Other
22
Conference & Event Organizers
2
Educational Institutions
1
Freelance Professionals
3
Government Agencies
4
Industry Associations
0
Show More (4)
International Organizations
11
Media & Publications
0
Non-Profit Organizations
2
Regulatory Bodies
1
Show Less (4)
Professional Services
4
Business Process Management
1
Customer Support
0
Executive Coaching
0
Facilities Management
2
Outsourcing Services
1
Show More (4)
Project Management
0
Quality Assurance
0
Staffing & Recruiting
1
Training & Development
0
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Research
13
Company Profiles
0
Data Analytics
6
Economic Research
0
Financial Research
6
Industry Analysis
1
Show More (2)
Qualitative Analysis
1
Quantitative Analysis
0
Show Less (2)
Risk & Compliance
20
Anti-Money Laundering (AML)
4
Compliance Training
9
Credit Risk Management
3
Cybersecurity
4
Fraud Detection
5
Show More (3)
Know Your Customer (KYC)
4
Market Risk Management
2
Operational Risk Management
4
Show Less (3)
Technology/Software & Services
48
Artificial Intelligence & Machine Learning
17
Blockchain Technology
3
Cloud Computing
7
Compliance Software
10
Customer Relationship Management (CRM)
1
Show More (8)
Cybersecurity Solutions
2
Data Management
6
IT Infrastructure
2
IT Support & Maintenance
2
Portfolio Management Software
7
Risk Analytics
7
Software Development
8
System Integration
2
Show Less (8)
Wealth Management Solutions
18
Estate Planning
1
Family Office Services
0
Investment Management
3
Philanthropic Advisory
1
Retirement Planning
2
Show More (3)
Tax Planning
0
Trust Services
3
Wealth Transfer Strategies
11
Show Less (3)
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Expert Type
1
Author
1
Speaker
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Expert Analyst
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2
3
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Appway - As concerns around the COVID-19 pandemic continue to permeate every corner of society, wealth firms have found themselves faced with arguably the steepest tech-learning curve they’ll ever have to navigate.
Authored by: Leo Almazora
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