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2021 – The year when Robo-Advice finally comes of age.
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2021 – The year when Robo-Advice finally comes of age.

An Evaluation by Friedhelm Schmitt.   2020 will undoubtedly go down in the history books as an extraordinary year. The Corona pandemic has led to disruptions, upheavals, but also accelerations that could not have been foreseen a few months ago, as it is always the case with disruptive events. We...
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Agile Work: Fincite and ING launch podcast „Changemakers”
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Agile Work: Fincite and ING launch podcast „Changemakers”

Changemakers - New Podcast about agile work, with helpful tips, expert interviews, and inspiration for a successful working environment The podcast by ING and Fincite on topics related to agility and new work starts on November 17, 2020. As part of the Handelsblatt's "Managing The New Normal" initiative, a new...
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Sustainable Investments (update 2020)
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Sustainable Investments (update 2020)

All you need to know about regulatory initiatives, implementation deadlines, and impacts for financial institutions   In our former blog post, we explained what ESG stands for and how important and beneficial it is to incorporate ESG factors into your investment screening processes. (Read the former blog post about ESG) Today we will give you a 2020 update on...
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 Fincite introduces advisory board members
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Fincite introduces advisory board members

senior executives form a four-person committee   Fincite started to bring the investment processes of established financial institutions into a new, digital age. In order to build on the successes of the past five years, the Frankfurt-based software provider has now presented its new advisory board. Katja Lammert, Dietrich Voigtländer,...
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Digital conversion from wealthy savers to first-time investors
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Digital conversion from wealthy savers to first-time investors

everyoneINVESTED is the wealth tech spin-off of KBC, offering omnichannel investment journeys for life that bridge the digital distance between your clients and your investment solutions. everyoneINVESTED partners with Fincite for mobile integrations. This article introduces two such integrations that lift net sales of digital investments to higher levels. A...
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Financial Health – give your customers security and the opportunity for long-term asset accumulation
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Financial Health – give your customers security and the opportunity for long-term asset accumulation

  Financial concerns represented in all age groups Especially in times of crisis, the population's concerns about their own economic situation grow. In the younger generation, it is mainly worries about poverty in old age and about accumulated debts due to consumer behavior or educational costs. The group of 40-65 year-olds is particularly concerned about whether the...
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How a customer-centric reporting can increase your customer engagement.
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How a customer-centric reporting can increase your customer engagement.

Within the financial industry there are two major statements you might have heard before: “Financial products are sold, not bought” and “When the product is sold, the best customer is the one who never calls.” After the deal is made, the focus shifts to the next customer. The customer who...
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KBC spin-off everyoneINVESTED and German Fintech Fincite partner to digitize investing.
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KBC spin-off everyoneINVESTED and German Fintech Fincite partner to digitize investing.

  Digital add-ons to be launched in European markets to improve the efficiency of end-to-end digital investment processes of financial service providers. - Leveraging technology to go beyond the status quo - Address the main obstacle of investors: the fear of loss - Strong partnership: Fincite provides technology & everyoneINVESTED...
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How to win clients for digital banking solutions: put the client’s interests first!
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How to win clients for digital banking solutions: put the client’s interests first!

Increase simplicity for the advisor and the client by efficiently managing complexity in the backend!  We live in an overwhelming world, especially so for banking clients. Every day new apps and opportunities advise on how to invest your money or on how to improve your finances. Despite all that, financial education is still at a low point and...
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Fintech 2020 – What You Should Know!
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Fintech 2020 – What You Should Know!

  How will the Fintech year 2020 be? What major events happened in 2019 and still have an impact today? Which new developments can you expect this year? In his evaluation, Ralf Heim, co-founder and managing director of Fincite and Fincite Ventures, provides you with a first overview of the...
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How technology  improves  the client-advisor relationship
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How technology  improves  the client-advisor relationship

The relationship between financial advisors and their clients is built on trust.  The levels of this trust and reliability are often formed over an extended period and sustained by repeating human interactions as well as a solid understanding of the client’s financial (and often private) circumstances.   https://youtu.be/koUOV1btlRI At the same time, the market for financial advice is facing numerous challenges....
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Financial Advice 2.0: Inventing super-human advisors
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Financial Advice 2.0: Inventing super-human advisors

In a world where technology is ever-changing and regulations ever-increasing, human advice is costly, ineffective, and risky. Robo-Advice, on the other hand, doesn’t resonate with clients on a personal level. Now, what is there to do? Here the Cyborg, the Hybrid-Advice philosophy enters the scene. A human advisor with tech-supported superpowers.  The best of both worlds: efficiency with a human touch  The problem...
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How Software Can Close the Retirement Gap
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How Software Can Close the Retirement Gap

  Challenges of an aging society and how we can use technology to win the game  It is one of the most pressing financial concerns for most of us: how do I ensure that my savings are sufficient to maintain my standard of living during retirement?  Yet this concern remains heavily disregarded by most individuals,...
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ESG Investments – An introduction to sustainable investments
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ESG Investments – An introduction to sustainable investments

  ESG Introduction  It is a myth to think that sustainable responsible investing is unrewarding and decreases profits – in fact, it is the opposite. The number of investment funds incorporating ESG factors has been growing rapidly and is expected to continue rising. By the year 2021 more than 92% of Asset...
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How to harness the powers of Open Banking
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How to harness the powers of Open Banking

How PSD2 and Open Banking will change our view and ease of wealth aggregation and how banks can use it to their advantage. Open Banking and PSD2 are associated with several problems for banks: costs, loss of data, increased competition, and increasing regulatory burden. The implementation deadline is near and...
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5 tasks your investment software can’t execute
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5 tasks your investment software can’t execute

The digitization of the financial industry often progresses only cumbersome. Great successes or changes usually come from the emerging challengers or "online-only" banks. The established players are trapped in legacy systems that are not up to the pressure of digitization and regulation.  This applies especially to investment processes. From consultation to portfolio...
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7 Success Factors for a Robo Advisor (+Infograph)
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7 Success Factors for a Robo Advisor (+Infograph)

2 years ago, the enthusiasm about Robo Advisor was at its peak. The initial hype was fueled by analyses predicting that the global market for Robo Advisors would be worth over $2 trillion by 2020, with a market share of 5% of all privately invested assets.[1]But especially the European market...
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Fincite and ABN AMRO showcase their successful cooperation at Finovate London
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Fincite and ABN AMRO showcase their successful cooperation at Finovate London

How will Investment Advice and Portfolio Management in a digital age look like? Based on Fincite.CIOS, ABN AMRO and Fincite have implemented an Automated Advice Engine that empowers investment advisors to work more efficiently. How will Investment Advice and Portfolio Management in a digital age look like? Based on Fincite.CIOS,...
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Beyond PSD2 – Why Europe needs a better data infrastructure for Robo Advice
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Beyond PSD2 – Why Europe needs a better data infrastructure for Robo Advice

  Innovation requires Infrastructure Innovations require infrastructure. Transportation services need streets. Software innovations need devices. Uber needs a mobile internet. Intelligent Software needs Data. As you might know we at Fincite are providing an Investment Software enabling financial institutions to provide digitally-empowered advice to their customers. Digital Financial Advice requires...
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Why Trends Matter in Modern Asset Management?
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Why Trends Matter in Modern Asset Management?

  Companies or Trends? Facebook announced that it’s planning to launch a dating service for its users, and shares of Match.com sell-off around 25% in intraday trading. Are markets over-reacting, or are there long-term trends that investors need to be aware of while investing? Imagine a child born in 2000....
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