Webinar

Digital Assets hit the wealth management main stream

09 April 2019 | Online

This webinar explores the underlying realities of the emergent market of crypto assets and considers some of the challenges to overcome when trying to make the investment process simpler and safer for private investors.
 

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Whitepaper

Digital Assets hit the wealth management main stream

09 April 2019

An increasing number of investors are looking to diversify their portfolios with crypto assets in a secure and convenient way. What are the challenges you need to overcome to provide solutions for managing crypto & traditional assets in one place?
 

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Whitepaper

How private banks are targeting the mass affluent segment?

05 April 2019

The Asian wealth management space is experiencing rapid growth, with the number of mass affluent individuals expected to more than double and exceed 17 million by 2022.  How are banks in the region aiming to serve this growing segment?

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Webinar

PSD2 & Avaloq: How to capitalize on the new open banking era?

16 January 2019 | Online

Take a deep dive into Avaloq’s comprehensive solution for PSD2. Explore how Avaloq’s solution enables banks and wealth managers to be compliant with PSD2 and how the solution can provide the foundation for new API-based business opportunities.

Whitepaper

Unleashing the power of data

21 December 2018 | Online

Financial institutions need access to best-of-breed fintech firms developing the products and services that will keep them at the forefront of their digital agendas. Benefiting from data analytics is a particular challenge.

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Webinar

Open Banking and PSD2: is the industry ready?

05 December 2018 | Online

Since the delayed publication of the PSD2 RTS (Regulatory Technical Standards) earlier this year the industry has now had more time to understand the technical requirements of PSD2. However, the first implementation deadline in March 2019 is fast approaching. So, are we all ready?
 

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Whitepaper

Learning from the first Open Banking PSD2 experiences

20 November 2018

The first wave of Open Banking PSD2 projects are being undertaken and banks and fintechs are finding out how this works in practice. At this early stage what can we learn from the journey so far?

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Report

IDC InfoBrief: Innovation in Wealth Management

09 November 2018

How do wealth managers innovate today? Banks and wealth managers were asked how they prioritize their innovation efforts and which forms of innovation they perceive as adding value.
 

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Webinar

Innovation in Wealth Management

08 November 2018

How are private banks and wealth managers tackling innovation? How are they adapting their business and operating models to the challenges of today’s digital world?
 

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Whitepaper

Competing in today’s platform economy

01 October 2018

Achieving optimum efficiency across operations while simultaneously growing revenue in new business areas is a major challenge for established banks. New competitors are emerging from all sides, so which parts of the value chain do you really want to compete in?

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Report

Wealth Portfolio Suites Turn to Digital Advisory: Early Risers

05 September 2018

“In the investor-advisor hybrid model, communication between two people establishes trust, builds the relationship, and drives client retention and referrals.” Denise Valentine, Senior Analyst, Aite Group

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Webinar

Wealth Management C-level survey: Private Banking and Wealth Management 4.0

15 August 2018 | Online

Is the private banking and wealth management industry under siege or are there reasons for optimism?  Find out more on how executives perceive these challenges.
 

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Whitepaper

Wealth Management C-level survey: Private Banking and Wealth Management 4.0

15 August 2018

Orbium, an Avaloq premium partner, has conducted a survey of C-Suite wealth managers to explore views on the current and anticipated future state of the wealth management industry.

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Whitepaper

Towards banking-as-a-service: Cloud-based service models and the transformation of banking

10 April 2018

Cloud-based service models are about providing access to resources such as infrastructure, software applications and business tasks, packaged as services. Is now the right moment to move your business to the cloud?

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Whitepaper

Banking becomes a convenience in an interconnected world

16 March 2018

Banks have been forced to respond to changing consumer preferences and behaviours which have emerged as a result of social and technological developments.

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Whitepaper

Leveraging the crowd in consumer finance

01 March 2018

The face of consumer financing is changing. Customers want modern solutions at their fingertips, with access to the best products available whether offered by a bank or a web-based platform.

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Report

SaaS and BPaaS in wealth management

07 February 2018

NelsonHall rates Avaloq as a leader in wealth and asset management BPS and new digital banking models.
 

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Whitepaper

How can fintech companies in Avaloq's ecosystem help your wealth management business to innovate and grow?

22 January 2018

Innovative fintech companies involved in the Avaloq ecosystem are passionate about solving some of the toughest issues in wealth management.

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Whitepaper

Blockchain: Plausibility within Banking and Wealth Management

17 December 2017

The possible effects of blockchain and distributed ledger technology (DLT) on financial services.
 

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Webinar

Increasing trust and loyalty with transparent investment evaluation

07 December 2017 | Online

In this webinar Avaloq have teamed up with IBO to discuss how investment advisors can collaborate with fintechs to provide insightful data analytics.
 

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Whitepaper

Whitepaper: Emerging Models of Digital Wealth Advisory

01 December 2017

A joint discussion paper by Deloitte and Avaloq.
 

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Webinar

Emerging Models of Digital Wealth Advisory

18 October 2017 | Online

Deloitte and Avaloq will explore emerging models for providing private client investment advice by assessing the impact of technology and digitization.

Whitepaper

Avaloq Community Insights: Architectural Evolution

01 October 2017

Discussion paper on how banks can ensure that they build a platform with the right technical architecture for the future.
 

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Webinar

Blockchain: So, what is the speed of disruption?

21 September 2017 | Online

This webinar will investigate some of the key concepts of blockchain in banking.

Webinar

Surfing the regulatory waves: MiFID II & beyond

16 August 2017 | Online

This webinar outlines some key steps that can be undertaken to master these new rules.

Webinar

How Open Banking APIs help banks embrace digital disruption?

12 July 2017 | Online

The emergence of Open APIs may prove to be a critical point of inflection for the banking industry.

Whitepaper

Avaloq Community Insights: Digitising Client Communication

03 July 2017

Client communication has become more complex. With the revolution in electronic data communication, and wave after wave of innovative technology, it would be easy to assume that client communication has become simple.

Webinar

Overcoming Fragmentation in Omni-Channel User Experiences

21 June 2017 | Online

In this webinar we consider approaches to ensure that whatever technology choices are made, the user experience remains cohesive and simple.

Webinar

Successful Digital Banking: Aligning strategy and technology

01 June 2017 | Online

The webinar and associated discussion paper highlights today’s banking environment which is characterized by a rush to digitization.

Whitepaper

Successful Digital Banking: Aligning business strategy with technology

08 May 2017

The rush to digital, and how the lack of a strategic approach can have a negative impact on client experience.

Brochure

Transformation in retail banking: Getting ready to face disruptive forces

16 December 2016

What are the truly disruptive developments that will change the face of retail banking? And how can you position yourself?

Report

Innovation in Wealth Management

10 May 2016

Customer experience is the hottest innovation topic in wealth management, as this report, produced in cooperation with WealthBriefing and Deloitte, makes clear.

Report

Evolving Operating Models in Wealth Management

01 May 2016

Wealth managers need to think again about their operating models. For many, outsourcing looks like providing the best strategic options.