Finantrix Insights

 Articles, opinions, trusted advice on how to ideate, start, grow and operate a small business


Wealth Management Trends 2025


The wealth management trends 2025 is an overview of what the state of the industry will be in 2025. Given the broader macro trends in the world – rise in wealth, the complexity of managing finances, the global nature of the investment opportunities, and technology reducing the friction in conducting [...]

Customer-centric digitalization of wealth management


Customer-centric digitalization of wealth management: The impetus for the digitalization of wealth management is rooted in the rising expectations of the customers and the onset of the Fintech revolution.  Of course, other macro trends such as a rise in global wealth, the burdensome regulatory frameworks, the massive shift toward passive [...]

Wealth Management Digital Transformation


The wealth management digital transformation was not a big bang as one thought it might be or should be. While their banking brethren have undertaken a significant and radical re-architecture, the wealth management and private banking firms have largely been spectators except for a few firms dabbling in the Fintech [...]