| Preface |
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viii | |
| About the Editors |
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xi | |
| Acknowledgements |
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xiii | |
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The Augmented Investment Management Industry |
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7 | (4) |
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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? |
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11 | (5) |
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Embracing Emerging Technology |
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16 | (3) |
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WealthTech - Business as Unusual |
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19 | (4) |
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Welcoming an Artificial Intelligence Robot as a Colleague |
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23 | (5) |
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Essential Digitization in Wealth Management |
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28 | (3) |
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Becoming Millennial-Minded is Key for WealthTech |
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31 | (3) |
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"To Infinity and Beyond!" - Building WealthTech Applications has Never Been Easier |
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34 | (8) |
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2 Digitizing Client Advisory and Robo-Advisors |
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Ten Reasons Why Digital Wealth Management Will Become a Worldwide Market Standard |
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42 | (3) |
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What Do Wealthy Clients Think About Digital Wealth Management? |
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45 | (5) |
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Challenges of Digitizing Wealth Management Advisory |
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50 | (3) |
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53 | (4) |
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No "One Size Fits AM" - Personalized Client Service and Social Selling in Wealth Management |
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57 | (5) |
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How to Give "Sleep-Tight" Ftobo-Advice |
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62 | (3) |
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How Gamification Can Attract Consumers to Sign Up |
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65 | (3) |
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The Counter-intuitive Reality of Ftobo-Advice Demographics |
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68 | (3) |
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How Emerging Technologies Will Charge Emerging Markets-Welcome Robo-Advisor X.01 |
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71 | (3) |
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Presentation Technology - Enriching the Client Experience in a Physical and Virtual World |
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74 | (3) |
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Digital Super Powers - The Role of Artificial Intelligence in Wealth Management |
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77 | (3) |
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Using Artificial Intelligence in Wealth Management |
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80 | (3) |
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Digital Asset Management in 2020 - Seven Theses |
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83 | (3) |
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Making Digital Advice Personal is as Important as Making Personal Advice Digital |
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86 | (8) |
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3 Digitizing Wealth Management Operations |
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Digital Business Model for Wealth Management Operations as Matchmaker of Generations |
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94 | (3) |
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How a Digital Architecture Can Lead to Tangible Business Results |
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97 | (4) |
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The Personalization Pillar |
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101 | (4) |
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Digitizing Wealth Management |
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105 | (3) |
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Survival of the Fittest - Cyber Resilience |
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108 | (8) |
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4 Digital Platforms, Products and Ecosystems |
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Wealth Management-as-a-Platform - The New Business Architecture with PSD2 |
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116 | (4) |
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Wealth Management - Preparing for a Digital Revolution |
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120 | (3) |
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How to Digitalize Wealth Management at Banks |
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123 | (4) |
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Key Success Factors in Gaining Market Share and Scale in Alternative Lending |
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127 | (5) |
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Personal Financial Intelligence-Al and the Future of Money Management |
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132 | (3) |
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Financial Forecasting and Portfolio Optimization in the 21st Century |
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135 | (3) |
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Al-Powered Wealth Management Products and Investment Vehicles |
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138 | (4) |
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Wealth Managers Can Deliver Effective Client Outcomes with a Data-Driven Investment Process |
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142 | (5) |
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The Business Case for Gender Equality |
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147 | (4) |
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Fiduciary Robo-Selection is Possible in a New Fund Order |
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151 | (7) |
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5 Blockchain Applications in Asset and Wealth Management |
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Cryptocurrencies and Blockchain |
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158 | (4) |
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How Blockchain Drives Innovation in Asset Management |
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162 | (4) |
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Use Cases and Monetization Challenges of Blockchain Applications in Wealth Management |
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166 | (4) |
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Blockchain as a Backbone to Asset and Wealth Creation |
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170 | (3) |
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Dreaming of a Ledger-Free, Globally Connected Wealth Management Industry |
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173 | (4) |
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Trust Arbitrage and the Future of the Wealth Manager - How Blockchain Innovations Can Crack the Code |
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177 | (4) |
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Investment and Issuance Distributed in Blockchain |
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181 | (9) |
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6 Founders' Success Stories |
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Launching MeDirect Bank as a Challenger Bank |
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190 | (4) |
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Empowering Women Financially - The Why and the How |
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194 | (3) |
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Why I Left Goldman Sachs for FinTech |
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197 | (2) |
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Moneymeets.com - Germany's Leading Personal Finance Management Portal |
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199 | (4) |
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The 100 Trillion Dollar Market Failure |
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203 | (7) |
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Just Do It! Using the Buzz Around Innovation to Empower Banks and Asset Managers |
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210 | (3) |
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Leveraging Corporate Innovation by Opening Banks to External Ecosystems |
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213 | (3) |
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Wealth Management is Dead, Long Live Wealth Management |
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216 | (8) |
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8 Global Overview of WealthTech |
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Is the Future of WealthTech Already In China? |
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224 | (3) |
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WealthTech in Latin America |
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227 | (4) |
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Challenges in the Japanese Wealth Management Market - Digital Issuance and Distribution of Japanese Real-Estate Securitized Products |
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231 | (3) |
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How to Unlock WealthTech in Turkey |
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234 | (10) |
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9 What is the Future of WealthTech? |
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244 | (3) |
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The Investment Managers of the Future are Going to be Millennial |
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247 | (4) |
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Empowering Asset Owners and the Buy Side |
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251 | (3) |
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An Industry Driven by Digital. Data and Artificial Intelligence |
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254 | (3) |
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WealthTech - Taking Private Banking and Wealth Management Digital |
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257 | (3) |
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The Wealth Management Canvas - A Framework for Designing the WealthTech Firm of the Future |
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260 | (4) |
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The Ingredients of IKEA's Approach for a Starry Wealth Management - Choose to Change the Competitive Arena in a Mature Sector |
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264 | (3) |
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FinTech and the Wealth Management Challenge |
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267 | (4) |
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Cognitive Decision-Making with "Insights-as-a-Service" |
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271 | (2) |
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More Banking for Less Money |
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273 | (2) |
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How Al Will Cause Robo-Advice to Completely Outperform Human Advice |
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275 | (4) |
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Security in the Future of WealthTech |
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279 | (3) |
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How China is Shaping WealthTech and the Future of Financial Services |
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282 | (3) |
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From the Technological to the Financial Singularity - A Journey Without Return to the Future of Finance |
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285 | (4) |
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Welcoming the 2058 Class of the "Galactic Academy of Wealth Management" |
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289 | (3) |
| List of Contributors |
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292 | (17) |
| Index |
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309 | |
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