Fintech Analyst Report - Issue 241

Aite-Novarica: Financial wellness high on the agenda  
Fuelled by digitalisation and innovation, consumers and investors’ expectations are changing as they now expect advice to reach far beyond financial investments. Wealth managers must make financial wellness a priority and support clients across their financial households.  

Coalition Greenwich: Trade finance’s push to digitalisation  
Despite being slow to embrace digitalisation, trade finance providers are now pushing forward with initiatives to enhance customer service and the flexibility of solutions. ESG is also becoming a priority for many firms as they seek to differentiate themselves from the competition.  

Celent: A roadmap for EDM in capital markets 
Capital markets and investment firms are focusing on enterprise data management (EDM) capabilities as the push towards digitisation and harnessing data insights increases. This report explores the ambitions investment firms have for this technology. 

JWG: Tokenisation of everything in 2022    
As central banks continue to pursue blockchain and major banks ramp up blockchain-based solutions around foreign exchange transactions, JWG predicts 2022 will be the year of tokenisation.  

IDC: Importance of monitoring AI/ML models 
Ensuring that AI/ML models meet performance targets and regulatory standards requires a robust data strategy. Reviewing data quality, explainability, and periodic model reviews, is essential. 

Cutter Associates: How are asset managers leveraging CRM? 
Asset managers are seeking technologies that will optimise sales, marketing and services operations. With the sector looking at CRM tools to manage data in these areas, this report evaluates existing market offerings. 

Aite-Novarica: The future of mobile wallets 
Push provisioning payment cards adds value to issuers and cardholders while also removing friction. The next step in alternative digital payments methods is integrating them into mobile devices for QR code or NFC payments.  

You can get our weekly Fintech Analyst Report straight to your inbox. Sign up below for the latest fintech reports and views from analysts, institutions and regulators.