Skip to Content
The WEALTHTECH Book
book

The WEALTHTECH Book

by Susanne Chishti, Thomas Puschmann
July 2018
Beginner
336 pages
11h 58m
English
Wiley
Content preview from The WEALTHTECH Book

More Banking for Less Money

By Rino Borini

Co-Founder, Finance 2.0

It all started with fully automated stock exchanges. The next step is digital managers (robo-advisors). The winners are the clients. The global financial industry is facing the challenge of having to completely rethink its business models and adapt them to the new digital and mobile reality. This development encompasses new, disruptive peer-to-peer technologies (from computer system to computer system) such as blockchain, which will revolutionize the worldwide financial market infrastructure.

Customers want to benefit from this new simplicity, transparency and flexibility.

Retail banking is already feeling the pressure acutely. But even in the wealth management business and the product lab, asset management, the changes will be fundamental. Technology-based applications enable financial services to be delivered direct to customers. The potential is enormous, and it also makes the middleman superfluous. Customers want to benefit from this new simplicity, transparency and flexibility. They want to have access to their assets around the clock, for information or management purposes, regardless of their location and the device they’re using. The interface between customers and banks is being redefined.

Back to the Future

It’s nothing new for wealth and asset management to be facing challenges. A whole 20 years ago the Swiss stock exchange launched the world’s first fully electronic stock exchange. Physical open ...

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.

Read now

Unlock full access

More than 5,000 organizations count on O’Reilly

AirBnbBlueOriginElectronic ArtsHomeDepotNasdaqRakutenTata Consultancy Services

QuotationMarkO’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.
Julian F.
Head of Cybersecurity
QuotationMarkI wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.
Addison B.
Field Engineer
QuotationMarkI’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.
Amir M.
Data Platform Tech Lead
QuotationMarkI'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.
Mark W.
Embedded Software Engineer

You might also like

The PAYTECH Book

The PAYTECH Book

Susanne Chishti, Tony Craddock, Robert Courtneidge, Markos Zachariadis
The INSURTECH Book

The INSURTECH Book

Sabine L.B VanderLinden, Shân M. Millie, Nicole Anderson, Susanne Chishti
The REGTECH Book

The REGTECH Book

Janos Barberis, Douglas W. Arner, Ross P. Buckley
Loved

Loved

Martina Lauchengco

Publisher Resources

ISBN: 9781119362159Purchase book