blogs
15th April 2024
In today’s banking world, a new trend is emerging—the era of personalised experiences. In the face of stiff competition from tech giants, banks are redefining their strategies to engage customers...
news
10th April 2024
We at Futora are thrilled to share some exciting news: we have been honoured with the prestigious SRP Europe 2024 ‘Best Multi-Issuer Platform’ award. This recognition is a testament to...
blogs
Compliance & Regulation
Investment Platforms & Tools
19th March 2024
In an era where one-size-fits-all solutions are becoming obsolete, banks are redefining their approach to meet the unique financial appetites of their customers. This article serves as an easy guide...
news
6th March 2024
We are delighted to announce the strategic collaboration between Futora and Banco Inter, giving rise to Inter Strats. Helmed by Pedro Testa Fernandes, Head of the Structured Products division at...
blogs
6th March 2024
Welcome, fellow financial navigators! We are all aware that the impact of market volatility on structured products has become a pressing concern for financial institutions, necessitating a strategic approach to...
solution information
4th March 2024
Within the realm of wealth management, advisors play a pivotal role in shaping the customer journey, serving as the primary point of contact for clients throughout their relationship. The delivery...
videos
20th February 2024
Wealth management in the digital age: the financial landscape is evolving, and investors have new expectations that advisers need to adapt to. This video unveils a winning formula for building...
solution information
25th January 2024
Dive into the dynamic world of wealth management in 2024 and explore the current trends shaping the industry alongside Futora. From the realms of digital transformation, sustainable investing (ESG), Robo-advisers...
solution information
9th January 2024
The increasing interest in incorporating structured products into portfolios by family offices has not gone unnoticed. Distributing structured products introduces a higher level of complexity compared to conventional investments. However,...
blogs
24th December 2023
Today, investors are presented with an array of investment options, each offering a unique blend of risk and return. Among these options, structured deposits have gained prominence, standing at the...
blogs
Data Management & Analysis
Technology Strategy & Consulting
11th December 2023
Automating the lifecycle of a structured product can bring numerous advantages, particularly in the context of efficiency, accuracy, and strategic decision-making. Here are some key benefits:
Time savings: automation streamlines various stages...
solution information
29th November 2023
Futora’s Platform empowers wealth advisors in the dynamic world of wealth management by providing a versatile and customisable white-label solution. Key features include pricing and execution of structured products, streamlined...
blogs
9th November 2023
In today’s fiercely competitive financial landscape, being a leader in the banking world entails more than traditional offerings. As banks endeavour to enrich their clientele’s financial journey, the potential of...
blogs
Client Engagement & Management
Investment Platforms & Tools
18th October 2023
Ever wondered about the future of wealth advisers in this digital age? Let’s be honest – investors are now looking for advisers who go beyond the numbers. They desire someone...
blogs
Investment Platforms & Tools
Market & Business Infrastructure
22nd September 2023
In the ever-evolving world of finance, structured notes and structured deposits have emerged as powerful financial products, offering investors unique opportunities to explore. While these products share certain similarities, their...
blogs
Investment Platforms & Tools
Portfolio Build, Analysis & Reporting
5th July 2023
As central banks around the world raise interest rates to curb inflation, clients’ funds are finding their way into bank deposits which in turn requires banks for more funding. For...
blogs
Digital Platforms & Tools
Investment Platforms & Tools
26th June 2023
Structured products appeal to wealth management firms all over the world for two reasons. Firstly, they allow advisors to offer clients valuable diversification, as they are not merely a delta...
videos
Business Process Management & Outsourcing
15th May 2023
Structured product issuance and distribution can be time-consuming and involve many manual tasks, but Futora offers a solution to digitalize your structured product business. With Futora, businesses can reduce time...
blogs
Compliance & Regulation
Data Management & Analysis
10th March 2023
Financial authorities classify structured securities, which Futora uses to create personalised investment products, as more complex than traditional asset classes like equities, funds and ETFs. So when offering structured securities...
blogs
Digital Platforms & Tools
Investment Platforms & Tools
6th February 2023
If one theme dominated the markets in 2022, it was inflation. Prices soared in most of the world’s major economies - hitting double digits in some cases - primarily due to Russia’s...
blogs
Digital Platforms & Tools
Investment Platforms & Tools
25th January 2023
If one theme dominated the markets in 2022, it was inflation. Prices soared in most of the world’s major economies- hitting double digits in some cases - primarily due to...
blogs
Digital Platforms & Tools
Investment Platforms & Tools
13th December 2022
The digitalisation of financial services has transformed how issuers distribute products, removing friction from the process and lowering costs. Online platforms offer brokers a level of access to retail investors,...
insight
21st September 2022
Private banking is highly connected to customer experience. Private bankers and investment teams try to offer the best service they do to their clients across any function, from onboarding, advising,...
blogs
Digital Platforms & Tools
Investment Platforms & Tools
13th September 2022
Every adviser should be in a position to provide clients with the flexibility and degree of personalisation offered by structured products. The complexity of these products means they have traditionally...
blogs
Digital Platforms & Tools
Digital (Robo) Investing
8th September 2022
Distributing structured products is more complex than a conventional investment like equity due to the way the payoff works and greater regulatory scrutiny. The value of equity either rises or...
blogs
28th July 2022
Managing the lifecycle of a structured product from execution to maturity is key to delivering an optimal customer experience. At any given time, a customer might inquire about whether their...
blogs
27th July 2022
One of the main reasons wealth managers and private banks (referred to collectively as distributors in this article) add bespoke investment products to their offerings is to attract new business...
blogs
5th July 2022
Investors are seeking new ways to access the market as a means to swerve volatility in the broader markets. Structured products can be honed specifically to the investor’s needs and...
videos
5th May 2022
Learn how Futora do what they do
blogs
Investment Platforms & Tools
3rd May 2022
Structured products offer what’s known as an asymmetric risk/ reward profile. What that means is the potential upside of investing in a structured product can be higher than the possible...
blogs
Business Process Management & Outsourcing
Investment Platforms & Tools
2nd May 2022
Structured products sometimes get classified as an asset class, but they’re more like a proposition giving investors exposure to underlying assets such as equities and credit. In this respect, they...
blogs
2nd May 2022
Measuring the return on investment of an equity is relatively easy. After all, the outcome is essentially binary- the value either rises or falls (it rarely stays the same). Some...
blogs
Business Process Management & Outsourcing
Client Engagement & Management
17th April 2022
Our latest blog post discussed how price discovery for the options used in structured products is one of the biggest pain points for banks issuing personalised investments, as highlighted in...
blogs
Client Engagement & Management
Data Management & Analysis
17th March 2022
No matter where you travel in the world, you can always rely on at least one constant- wherever you visit a McDonalds restaurant, a Big Mac hamburger will taste the...
blogs
Client Engagement & Management
Investment Platforms & Tools
17th March 2022
In our recently published report, A Step-by-Step Guide to Offering Bespoke Investment Products to Retail Clients , we explained how banks of all sizes can take advantage of the trend...
blogs
Compliance & Regulation
Data Management & Analysis
17th March 2022
Financial authorities classify structured securities, which Futora uses to create personalized investment products, as more complex than traditional asset classes like equities, funds and ETFs. So when offering structured securities...