

BetaSmartz
103 posts

@BetaSmartz
Investment Management FinTech







@BetaSmartz helps wealth management firms significantly enhance their operational, administrative and cost efficiency by digitally transforming their front, middle and back offices. #wealthtech #digitaltransformation #technology #wealthmanagement #fintech go.forrester.com/blogs/wealth-m…

#FinTech #WealthTech #InsurTech #RegTech. @BetaSmartz touches on all these areas, but WealthTech is where we have the greatest impact. This introduction to WealthTech by @IntBanker is a good guide. #digitaltransformation #wealthmanagement #technology internationalbanker.com/brokerage/weal…

Some thoughts on how technology can be used to address orphaned and dormant wealth management accounts. #wealthmanagement #privatebanking # #fintech #wealthtech #digitization linkedin.com/pulse/technolo…

A very interesting study by @McKinsey on how technology adoption and digital transformation by companies has reached a tipping point of historical proportion due to COVID. #DigitalTransformation #digitization #NewNormal #technology #fintech mckinsey.com/business-funct…








Interesting thoughts from @AxelLomholt at @Vanguard_Group. Although product agnostic, we see great value in ETF model portfolios for certain clients. #ETFs #WealthManagement #WealthTech #Digitization linkedin.com/posts/activity…

My latest LinkedIn article on why I advocate the "hybrid" approach to wealth management. linkedin.com/pulse/hybrid-d… #wealthmanagement #wealthtech #digitaltransformation #fintech #hybrid