NextGen WealthTech: The Trends To Shape The Future Q4 2023

26 Pages

The report outlines the growing significance of WealthTech, where technology intersects with financial services to manage and enhance wealth. It discusses key factors driving the sector’s importance, including technological innovations, market growth, and global reach. The subsequent section details the technology perspective of building a successful WealthTech platform, covering regulatory compliance, technology stack selection, security measures, and user experience considerations. Additionally, it highlights features crucial for a NextGen WealthTech system, such as robust security, compliance, AI/ML integration, and continuous improvement. Vendor profiles of ten WealthTech companies, including Velexa, Additiv, Avaloq, and Temenos, are provided. The content concludes by emphasizing SMART strategies for WealthTech’s future, emphasizing security, market assessment, automation synergy, resourceful partnerships, and technological integration. The WealthTech industry is poised for substantial growth, with a forecasted CAGR of 25.23% and a projected market value of USD 37 billion by 2028. To succeed, WealthTech firms are advised to embrace technology, prioritize data analytics, and focus on client-centric services.

  • In-depth coverage of 10 global WealthTech vendor profiles, including company history, product suite, user lists, key offerings and more.
  • Deep dive into the growing importance of WealthTech and features of NextGen WealthTech system
  • Deep dive into building a successful WealthTech Platform

  • Global coverage of 7+ countries
  • Authored by IBSi’s research team, consisting of subject-matter-experts across banking and Fintech verticals
  • Quarterly dynamic report updates to bring you first-hand information promptly
  • Complimentary 1-hour of IBSi analyst time bundled with each subscription

  • Financial Institutions – CIOs, CTOs, IT, and digital transformation teams rely on our research to make the right technology selection and investment decisions
  • Financial Technology companies – Founders, CXOs, product and strategy teams, use our research to stay competitively intelligent, keeping a close track of peer activity and trends globally
  • Consulting firms – Research leaders and client consulting teams find this helpful report to gain insights, spot opportunities, and provide clients with fact-based metrics
  • Institutional investors – Investment teams find this valuable report whilst conducting thorough business and financial due diligence before making investment decisions

  • Growing Importance of WealthTech
  • Building A Successful WealthTech Platform | A Technology Perspective
  • Must-Have Features of a NextGen WealthTech System
  • NextGen WealthTech Systems (Vendor Profiles)
    • Additiv
    • Avaloq
    • Azentio
    • ERI Bancaire
    • GBST
    • Intellect Arena
    • Objectway
    • Profile Software
    • Temenos
    • Velexa
  • Way Forward

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