Fintech Analyst Report - Issue 234

Sarah Mason

14 May 2021

Issue 234 of the Metia Fintech Analyst Report starts with a focus on wealth management and financial planning and an overview of recent vendor acquisitions. Next, we look at how AI can help deliver empathy at scale to retail banking customers across digital channels. We also examine how AI can be used to improve credit risk decisions and look at liquidity management tools for corporate treasurers. We consider what the Google Cloud Platform offers in financial services and round off with a look at new digital partnerships in insurance.

Chartis: Holistic financial wellness
The advisor’s desktop is the command centre for client engagement, financial planning, investment decisioning and practice management. What wealth management tools are crucial to excellent UX?

Celent: Financial planning buzz continues
The financial planning software M&A frenzy continues as financial advisers put more investment behind digital engagements. Celent maps out recent acquisitions and assesses future opportunities.

IDC: Empathy at scale for better CX
As customers increasingly migrate to digital channels, employing technology that provides a personal touch is essential. Contextualised data, AI, and better mobile solutions are essential.

Mercator: Using AI to improve credit risk decisions
With consumer debt continuing to grow, increased investment in customer experience is a must. Leveraging AI for credit risk decisions will improve account management capabilities and CX.

Aite Group: Optimising the use of corporate liquidity
Liquidity management tools are a must have for corporates and banks to not only manage liquidity but to deal with disparate data for decision-making. What are the options for corporate treasurers?

IDC: Assessing Google Cloud Platform for financial services
Analysts give their take on the recent Google Cloud Platform digital event, assessing the company’s offerings to the financial services industry.

Celent: Emerging digital insurance offerings
Partnerships and ecosystems are not new to insurance, but digital offerings with integration capabilities and digital partnerships are a novelty. APIs are key for executing digital ecosystems on a global scale.

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