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5 #WealthTech Trends shaping the industry in 2022 (+Bonus Track)

In 2021 a lot of trends in the investment industry moved towards the “plateau of productivity” as Gartner would describe it in the “Hype Cycle”...

How to excite your clients with a Digital Portfolio Reporting

Time-eater reporting

Searching for a summer vacation on the web, taking part in a video conference and paying for the groceries conveniently by cell...

How to digitize your investment processes to maximize portfolio analytics

Whether it's digital customer on-boarding, online account opening, or automated portfolio optimization, nowadays many processes are manually no...

Partnership for digital fund management

Together with PACTA, we will design ready-made standard processes (so-called PACTA workflows) for digital fund management. The first joint project is...

How to convert savings into investments with the Conversion Engine

In an era of low-interest rates and cash piling up on current and savings accounts, banks have tried various tactics to convert the cash hoard into...

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

An Evaluation by Friedhelm Schmitt.

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

Sustainable Investments (update 2020)

All you need to know about regulatory initiatives, implementation deadlines, and impacts for financial institutions

Fincite introduces advisory board members

Senior executives form a three-person committee

Digital conversion from wealthy savers to first-time investors

Financial Health -Long-term asset accumulation for your customers

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...

Increase your customer engagement with Customer-Centric Reporting

Within the financial industry there are two major statements you might have heard before: “Financial products are sold, not bought” and “When the...