Win the new "Generation Wealth"
81% of the Next-Gen HNWIs plan to leave their parents' wealth manager within 2 years after the inheritance.
Win the new "Generation Wealth"
81% of the next-gen HNWIs plan to leave their parents' wealth manager within 2 years after the inheritance.
Win the new "Generation Wealth"
81% of the Next-Gen HNWIs plan to leave their parents' wealth manager within 2 years after the inheritance.
Win the new "Generation Wealth"
81% of the Next-Gen HNWIs plan to leave their parents' wealth manager within 2 years after the inheritance.
Win the new "Generation Wealth"
81% of the Next-Gen HNWIs plan to leave their parents' wealth manager within 2 years after the inheritance.
What the Next-Gen Wealth is currently missing
The Next-Gen Wealth currently misses this.
What the Next-Gen Wealth is currently missing
According to the Capgemini Wealth Report 2025, the new generation of affluent clients desires a wide range of products and personalized, digital communication.
According to the Capgemini Wealth Report 2025, the new generation of affluent clients desires a wide range of products and personalized, digital communication.
88%
88%
Access to alternative products
(e.g. Private Equity and Crypto)
46%
46%
Services on their
preferred digital channels
25%
25%
Personalized Address and
Value-added Services
Paul Kammerer
CCO, fincite
@Handelsblatt Conference, July 2025
Paul Kammerer
CCO, fincite
@Handelsblatt Conference, July 2025
Paul Kammerer
CCO, fincite
@Handelsblatt Conference, July 2025
Paul Kammerer
CCO, fincite
@Handelsblatt Conference, July 2025
The money isn’t gone; it’s just being managed by someone else. And soon, the same will be true in private banking if their digital offerings can’t compete with platforms like Robinhood & Co.
The money is not gone;
it is just managed by someone else. Soon also in Private Banking,
if the digital offering cannot compete with Robinhood & Co.
The money isn’t gone; it’s just being managed by someone else. And soon, the same will be true in private banking if their digital offerings can’t compete with platforms like Robinhood & Co.
The money is not gone;
it is just managed by someone else.
Soon also in Private Banking,
if the digital offering cannot compete with
Robinhood & Co.
What the New Generation of Wealth Expects
What the new generation of wealth expects
What the new generation of wealth expects
What the New Generation of Wealth Expects
Currently, only 29% of wealth management firms offer tailored services for the new generation of affluent clients.
This is your competitive advantage! You should build your wealth management on these four core areas:
Currently, only 29% of wealth management firms offer tailored services for the new generation of wealthy clients.
This is your competitive advantage! Your wealth management should be built on these four core areas:
Currently, only 29% of wealth management firms offer tailored solutions for the new generation of affluent clients.
This is your competitive advantage! You should build your wealth management on these four core areas:
Channel Mix
Channel Mix
Channel Mix
Channel Mix
Digital, seamless omnichannel interactions
Digital, seamless omnichannel interactions
Digital, seamless omnichannel interactions
Product mix
Product mix
Product mix
Product mix
Attractive product portfolios or niche offerings
Attractive product portfolios or niche offerings
Location Mix
Location Mix
Location Mix
Location Mix
Diverse markets and global investment opportunities
Diverse markets and global investment opportunities
Diverse markets and global investment opportunities
Service Mix
Service Mix
Service Mix
Service Mix
Personal, holistic consulting with concierge-level service
Personal, holistic consulting with concierge-level service
Personal, holistic consulting with concierge-level service
Your Solution for Next-Generation Wealth Management
Your Solution for Next-Generation Wealth Management
Your Solution for Next-Generation Wealth Management
Your Solution for Next-Generation Wealth Management
Digitization E2E - from customer onboarding to investment reporting - with fincite cios. Here are the main benefits for you at a glance:
Digitization E2E - from customer onboarding to investment reporting - with fincite cios. Here are the main benefits for you at a glance:
Digitization E2E - from customer onboarding to investment reporting - with fincite cios. Here are the main benefits for you at a glance:
Digitization E2E - from customer onboarding to investment reporting - with fincite cios. Here are the main benefits for you at a glance:
Next-Gen Capable Features
Next-Gen Capable Features
Gain a comprehensive 360° overview of your assets
and 24/7 access for clients and advisors.
Gain a comprehensive 360° overview of your assets
and 24/7 access for clients and advisors.
Customer-Centered Design
Customer-Centered Design
Digital onboarding, advice and engagement with intuitive features that your customers will love.
Digital onboarding, advice and engagement with intuitive features that your customers will love.
Seamless Integration & MiFID II Compliant
Seamless Integration & MiFID II Compliant
Compliance with regulatory requirements (e.g. MiFID II) through simple integration into your existing IT infrastructure (via API).
Compliance with regulatory requirements (e.g. MiFID II) through simple integration into your existing IT infrastructure (via API).
93%
93%
93%
Customer satisfaction
Customer satisfaction
630k+
630k+
630k+
end customers
end customers
83%
83%
83%
Cost reductions
Cost reductions
9k+
9k+
9k+
Financial advisor
Financial advisor
Financial advisor
Start your project with us!
Talk to our Wealth-Tech experts!
Start your project with us!
Talk to our Wealth-Tech experts!
Start your project with us!
Talk to our Wealth-Tech experts!
Start your project with us!
Talk to our Wealth-Tech experts!
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Follow us on:
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
© 2024 Fincite GmbH. All rights reserved.
Follow us on:
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Follow us on:
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
Follow us on:
Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial
Product
Clients
About us
Knowledge Hub
Onboarding
Watch the Onboarding Tutorial