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7 Key Wealth Management Trends in 2024

Ralf Heim / January 10, 2024

As we approach 2024, the landscape of investment is evolving rapidly. Ralf Heim, the Founder & Co-CEO of Fincite, shares his expertise on technological trends reshaping wealth management. This article delves into:

WealthTech Trends 2023

Ralf Heim / January 12, 2023

Here are the top 5 highlights of our founder and CO-CEO Ralf Heim.  2022 was a year from which, under normal circumstances, one would first have to...

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

Ralf Heim / December 22, 2021

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”...

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How a customer-centric reporting can increase your customer engagement

Ralf Heim / August 17, 2020

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

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Increase your customer engagement with Customer-Centric Reporting

Ralf Heim / August 17, 2020

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

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Fincite and ABN AMRO showcase their successful cooperation at Finovate

Ralf Heim / June 23, 2019
How will Investment Advice and Portfolio Management in a digital age look like? Based on Fincite.CIOS, ABN AMRO and Fincite have implemented an...
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Fincite and ABN AMRO showcase their successful cooperation at Finovate

Ralf Heim / June 23, 2019
How will Investment Advice and Portfolio Management in a digital age look like? Based on Fincite.CIOS, ABN AMRO and Fincite have implemented an...
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3 strategies to transit from (hybrid) robo to automated advice

Ralf Heim / June 22, 2019

In the last years over 20 Robo Advisors entered the European Market. Most of them, with purely digital advice based on investment algorithms. End of...

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Why Trends Matter in Modern Asset Management?

Ralf Heim / June 22, 2019

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...

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Europe's lack of Robo Advice infrastructure - why we need to speed up!

Ralf Heim / June 17, 2019

Innovation requires Infrastructure

Innovations require infrastructure. Transportation services need streets. Software innovations need devices. Uber...

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Europe's lack of Robo Advice infrastructure - why we need to speed up!

Ralf Heim / August 9, 2018
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Why Trends Matter in Modern Asset Management?

Ralf Heim / May 28, 2018
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3 digital private banking strategies for automated robo advice

Ralf Heim / March 13, 2018

In the last years over 20 Robo Advisors entered the European Market. Most of them, with purely digital advice based on investment algorithms. End of...

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