blogs
28th February 2025
As financial advisors pivot from transactional agents to holistic consultants, firms must choose between in-house talent or lateral hires, direct models or independent networks, and local or global partnerships. This...
blogs
21st February 2025
Leading wealth management firms are navigating a landscape that demands specialised private banking and scalable mass-affluent services. This blog unpacks the strategic dilemmas—from AI-driven automation versus human touch to global...
blogs
18th February 2025
Blockchain technology has evolved from a niche topic in cryptocurrency circles to a credible force shaping how assets are managed, traded, and recorded. This blog examines which pockets of the...
blogs
18th February 2025
AI in wealth management is reshaping the industry with automation, predictive analytics, and hyper-personalised experiences. This timely piece outlines the 2025 focus points—from streamlining KYC to advanced risk analytics—that forward-thinking...
blogs
18th February 2025
As digital wealth management becomes integral to client satisfaction, wealth firms grapple with pivotal decisions—from custom development vs. buy to centralised vs. federated architectures. This timely blog unpacks each tech...
blogs
14th February 2025
Previously, wealth managers operated in siloed environments, building proprietary tools or relying on in-house capabilities. However, a shifting marketplace—driven by tech innovations, customer demand for seamless experiences, and competitive pressures—has...
blogs
11th February 2025
Direct indexing has gained ground as a tailored approach to portfolio management, allowing investors greater customisation, potential tax efficiency, and closer alignment with personal values. In 2025, the popularity of...
blogs
7th February 2025
Over the last several years, wealth managers have generally expanded their breadth of services—covering everything from basic savings plans to complex cross-border strategies—to cater to a broader audience. However, a...
blogs
4th February 2025
Rapidly evolving wealth platforms with cost-efficient models, global reach, and advanced analytics are challenging traditional financial firms. This timely blog helps incumbents stay competitive by optimising operations, embracing digital tools,...
blogs
31st January 2025
The wealth management landscape has experienced momentous changes for years as technology-driven tools and digital platforms become commonplace. Robo-advisors, online dashboards, and algorithm-driven asset allocations have enabled faster decision-making and...
blogs
30th January 2025
This article examines how shifting geopolitical and economic conditions drive renewed interest in real estate as a resilient asset class. It uncovers how Wealth management trends in real estate are...
blogs
23rd January 2025
This article delves into how tokenisation and fractionalisation democratises private equity, once limited to large institutions. It examines the influence of fintech innovation and AI-driven insights in making these investments...
blogs
16th January 2025
This article explores how cryptocurrency rapidly matures from a niche bet to a mainstream, credible asset class. As wealth managers and banks increasingly adopt crypto strategies, the stage is set...
blogs
6th January 2025
The rapid evolution of technology in the financial services industry has paved the way for innovative solutions that streamline processes, reduce costs, and improve efficiency. Traditional software development methods can...
blogs
17th December 2024
This article examines the current maturity stages of new financial products like tokenisation, fractionalisation, and tax harvesting. It explores what drives their growth, their early adopters, and whether they are...
blogs
10th December 2024
GenAI and ML-led innovations are not just enhancing personalisation but revolutionising how wealth management connects with clients through omnichannel strategies. With 68% of investors expecting digital experiences that match leading...
blogs
2nd December 2024
This article explores how alternative assets are transitioning from niche investments to essential components of diversified portfolios. In the next 12 months, driven by economic pressures, younger investors' risk appetite,...
blogs
15th November 2024
This article examines how ESG has transformed from a peripheral concern to a central business imperative, with major financial institutions committing billions to sustainable solutions. Influenced by regulatory pressure, changing...
blogs
7th November 2024
This article explores the rapid rise and growth of digital assets in the next six months, highlighting the influence of major financial institutions, the tokenisation of real-world assets, and the...
blogs
4th November 2024
Gone are the days when financial advisors were merely number crunchers in pinstripe suits. Today, they are part tech guru, part sustainability champion, and part financial therapist. As Wall Street...
blogs
22nd October 2024
This article explores how integrating AI, particularly domain-specific Large Language Models (LLMs), and cloud computing is revolutionising wealth management. Over the next 18 months, we anticipate rapid advancements in AI-powered...
blogs
15th October 2024
What if your wealth management platform could predict market shifts before they happen, personalise investment strategies to the individual client, and seamlessly integrate with every aspect of your financial life?...
blogs
18th September 2024
Forget the tired adage of the 'changing of the guard.' Wealth management is not just about changing the guard but also about rewriting the rulebook. The millennial generation, poised to...
blogs
Business Strategy & Advisory
Market Analysis, Understanding & Sizing
11th September 2024
It seems counterintuitive that wealth creation is increasingly challenging in a world awash with capital. Traditional investment havens, once teeming with opportunities, now offer diminishing returns, leaving discerning investors yearning...
blogs
4th September 2024
Here is a lead-in to reframe the 2024 wealth management landscape.
China has 860,000 millionaires, more than the number of people in Guyana. Germany has slightly over 800,000 millionaires, which could...
blogs
22nd August 2024
“In the age of machines and wisdom, let technology guide your path, but never lose the human touch in your journey to prosperity.”
We live in an era of rising demand...
insight
25th July 2024
Inside this report
Advisor empowerment: How cutting-edge tools enhance client-advisor relationships, personalize service, and unlock advisor productivity.
Next-gen technology: Essential tech stacks, from open APIs and cloud computing to AI-driven insights, that fuel operational...
insight
5th June 2024
Enhance client experiences, boost advisor productivity, and drive growth with our must-read report
The wealth management landscape is in unprecedented flux. Global uncertainty, market volatility, and evolving client demands are driving...
insight
3rd June 2024
For the necessary reading in Wealth Tech, Maveric’s report, “Advancing Digital Transformation in Wealth Management,” provides a ringside analysis of innovations in digital service, adviser enablement, and technology foundations. The...
insight
31st May 2024
Changing business environment
Economic headwinds in the US, UK, and EU – high interest rates and liquidity tightening – have impacted the wealth management (WM) industry. After years of sustained growth,...
insight
29th May 2024
What is driving change in the wealth management industry?
The first few years of the current decade have seen changes in environment, market, customer, and technology elements that have significantly impacted...
Podcasts & Webinars
27th May 2024
The wealth management industry faces challenges and opportunities in the current economic landscape. To optimise costs and pursue growth, firms should focus on modernising their IT infrastructures to offer flexible...
blogs
24th May 2024
Changing business environment
The shift in economic policies in the US, UK and the European Union in the post-pandemic period, involving high interest rates and tightening liquidity, had an impact on...
blogs
22nd May 2024
Profitability pressures
The average global operating profit margin of wealth management fell by 11.6% between 2020 and 2022. Wealth Management (WM) firms have been feeling the pressure of rising costs of...
blogs
20th May 2024
Evolution of customer experience personalisation
Segmentation of customers and tailoring customer engagement based on segment traits has been in practice for quite some time. However, with advances in technology, today it...
news
20th May 2024
The company is inching towards the US$100-million annual revenue milestone
Maveric Systems, a Chennai-headquartered banking and financial services-focused tech solutions provider is eyeing an initial public offering (IPO) in two to three years...
blogs
17th May 2024
FIs have been at the centre of technology adoption and are pioneers in using new-age technologies such as AI, ML, Advanced Analytics and more. The way they use these technologies...
case study
9th May 2024
Maveric, partnered with Temenos to upgrade a 30-year old bank’s wealth management systems and, in the process, set new benchmarks in innovation, ease of use, performance, value, impact, and functionality....
blogs
1st May 2024
The integration of Artificial Intelligence (AI) has transformed our approach to data privacy, ushering in a new era fraught with ethical considerations. Formerly, our focus was primarily on protecting text-based...
solution information
8th April 2024
How does AI integration reshape the landscape of data privacy?
The evolution of data privacy uplifted by the rise of AI, demands a thorough reassessment of existing paradigms. While traditional data...
blogs
Digital Platforms & Tools
Market & Business Infrastructure
20th March 2024
Know expert tips to craft a resilient Cloud infrastructure on a budget. This guide can help startups to thrive without financial struggle, from resource optimisation to strategic planning.
Startups, often constrained...
blogs
Digital Platforms & Tools
Software Development & Management
13th March 2024
In the ever-evolving landscape of banking, where digital advancements continually reshape the operational paradigms, maintaining a profound connection with the most crucial stakeholders – customers – emerges as a paramount...
insight
22nd February 2024
The wealth management sector is at a pivotal juncture, facing challenges from fluctuating interest rates, market volatility, and evolving geopolitical scenarios. Add to this the emergence of tech disruptors and...
case study
15th February 2024
Introduction: The case study highlights the importance of customer centricity through Maveric’s 3 Cs – Core Commitment, conscious contextualisation and comprehensive competencies. Infused with agile methodologies, Maveric’s approach facilitated the...
blogs
13th February 2024
As businesses move onto Clouds, experts believe that the ability to store data, application deployment, and disaster recovery by hybrid Cloud can make it the futuristic Cloud. Hybrid Cloud can...
blogs
31st January 2024
As we step into 2024, tech professionals need to buckle up and upskill themselves constantly. It is not just a good idea; it is a must-do. Technology is like a...
blogs
11th January 2024
The impact of Generative Artificial Intelligence (AI) models such as Google’s Bard and OpenAI’s ChatGPT, and many others, is hard to ignore. Much has been written about how these models...
blogs
Market & Business Infrastructure
Technology Strategy & Consulting
20th December 2023
In a bid to modernise businesses, banks, and financial institutions are increasingly using Cloud computing. While this is true, the reality is that a larger population of IT decision-makers remain...
blogs
Business Strategy & Advisory
Technology Strategy & Consulting
20th December 2023
Technology is an integral part of the HR process, spanning the entire employee lifecycle from onboarding to offboarding and beyond. From using Artificial Intelligence (AI) assistants to understand associate experiences...
blogs
Business Strategy & Advisory
Technology Strategy & Consulting
15th December 2023
The wealth management sector is at a pivotal juncture, facing challenges from fluctuating interest rates, market volatility, and evolving geopolitical scenarios. Add to this the emergence of tech disruptors and...
blogs
Distributed Ledger Technologies & Cryptocurrencies
Technology Strategy & Consulting
10th October 2023
Blockchain technology, initially introduced as the underlying technology for the cryptocurrency Bitcoin, has evolved into a revolutionary innovation with applications far beyond digital currencies. It is a decentralised and distributed...
blogs
10th October 2023
The wealth management landscape is currently undergoing a profound transformation, driven by a fusion of business and technology trends that are reshaping the industry. These dynamic trends are not only...