Report Why would investors switch their financial advisor? 04 November 2021 Take a closer look at investors’ relationship with their relationship manager. What is it they want in an advisor and what would make them leave for another? Who are so-called ‘Loyals’ and ‘Switchers’? And how do investors with financial advisors really feel about the use of artificial intelligence in the advisory process? LEARN MORE Report Why do people invest? 09 September 2021 Why, how, and in what do people invest? We surveyed 1400+ affluent-to-UHNW investors across 10 countries in Europe and Asia to find out. Explore the fundamentals of investor behaviour in our latest research and see how these insights can help guide your organization. LEARN MORE Whitepaper Instant Payments - Changing the way we pay 05 May 2021 The time has come for real-time, 24/7/365 electronic payments, where the funds appear immediately in the payee’s account. How do instant payments work? What effect will they have on a banks' or wealth managers' business? DOWNLOAD HERE Whitepaper Non-bankable assets - investing in a new era 03 March 2021 In this white paper, we outline our vision of non-bankable asset (nBA) investing and the opportunities as well as challenges of nBAs as an alternative investment vehicle. We also describe how financial institutions can take advantage of tokenization for nBA investing. DOWNLOAD HERE Whitepaper Wealth management redefined with AI 02 February 2021 With the apparent advantages of using data-driven insights to develop their business, many wealth managers are beyond the point of just thinking about data science. This report helps wealth managers with examples of tangible AI use cases and explains how the initial challenges in data science projects can be overcome. DOWNLOAD HERE Report The Front-to-Back Office Report 15 December 2020 How should financial institutions react to changing investor needs? And what are the most important topics in the Front, Middle, and Back Office of today and tomorrow? Avaloq’s Front-to-Back Office Report will answer just that. DOWNLOAD HERE Whitepaper API security - in an open banking ecosystem 05 November 2020 Open banking has become a strategic priority for many financial institutions and wealth managers. In this context, many see IT security as an inevitable evil that limits the potential of an ecosystem. DOWNLOAD HERE Whitepaper Client reporting and the future of wealth management 24 September 2020 This whitepaper, a joint study with our partner Assentis, re-examines the drivers behind the need for stronger, more agile and consistent client reporting – and how technology helps to deliver the depth and breadth of reports that today’s wealth management clients want. DOWNLOAD HERE Whitepaper Democratization of wealth management - a unique business opportunity 17 September 2020 The financial services industry faces structural margin and transformation pressures, due to rapidly-changing client demands, tighter regulations and fiercer competition. DOWNLOAD HERE Whitepaper Rise of conversational banking - transforming mobile client advice 16 July 2020 Social messaging apps, such as WhatsApp or WeChat, fundamentally changed the way we interact with each other. However, this transformation is only just making its way to wealth management. DOWNLOAD HERE Whitepaper Delivering agility, security and simplicity in financial payments 17 March 2020 The move to open banking is a global trend. Avaloq has worked with its clients and partners to deliver secure open banking solutions with architecture designed to future proof their business. DOWNLOAD HERE Webinar Webinar: Achieving Value at Scale 21 February 2020 How can manager-client interactions be improved? In this webinar, our expert panel explores ideas and solutions of how to overcome these challenges in order to improve manager-client engagement. WATCH HERE Whitepaper Avaloq insights report 2019 23 January 2020 Multiple trends and developments have reshaped the financial services industry and will continue to do so at an increasing rate. Read more in our insights report, based on a study carried out in 2019. DOWNLOAD HERE Whitepaper Digital advice and enhanced client engagement 09 December 2019 Regulatory pressure to improve investor protection has resulted in wealth managers adopting a portfolio-risk-based approach. However, this approach can reduce the need for client touchpoints. How can manager-client interactions be improved? DOWNLOAD HERE Whitepaper Breaking the innovation deadlock 29 October 2019 For some years now the wealth management sector has been facing enormous pressure to improve operational efficiency, performance and compliance, while neglecting an essential long-term growth driver: innovation. DOWNLOAD HERE Report Getting cloud right 19 June 2019 This Deloitte report provides an independent perspective on the major opportunities and risk management issues, as well as a high level roadmap to cloud transformation and the common pitfalls that banks should consider. DOWNLOAD HERE Whitepaper Whitepaper: Digital Assets in wealth management 09 April 2019 What are the challenges you need to overcome to provide solutions for managing crypto & traditional assets in one place? DOWNLOAD HERE 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? DOWNLOAD HERE 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. DOWNLOAD HERE Webinar Towards banking-as-a-service 11 April 2018 | Online In this webinar, our panel of Avaloq and ZEB experts will discuss how moving operations to a service based model can support you in this goal and free-up the business to focus on its customers. WATCH HERE Whitepaper Towards banking-as-a-service, by ZEB 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? DOWNLOAD HERE Whitepaper Blockchain: Plausibility within Banking and Wealth Management 17 December 2017 The possible effects of blockchain and distributed ledger technology (DLT) on financial services. DOWNLOAD HERE Ready to simplify your business? Get in touch and let our experts provide you with the insights you need GET IN TOUCH NOW We are hiring! Would you like to work for our fast-growing digital company? OPEN POSITIONS Leader in core banking software, digital banking and digital wealth management. Fast-growing provider of SaaS and BPaaS for banks and wealth managers. Client & partner login Locations Legal notice Privacy Use of cookies Company information Climate Neutrality Copyright ©2021 Avaloq This Avaloq site uses cookies to provide you with the best possible experience. How we use cookies Cookies Settings Accept All Cookies