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The Wealth Mosaic releases WealthTech Views: Looking into 2020 report

The first report in a new insight report series called WealthTech Views

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by The Wealth Mosaic
| 03/03/2020 12:00:00

The Wealth Mosaic releases the WealthTech Views: Looking into 2020 report, a compilation of 11 interview-based articles with wealth management industry technology and consulting solution providers focusing on the main technology trends they expect to see taking precedence in 2020.

London, March 3rd, 2019 – The Wealth Mosaic (TWM), the unique digital directory of solution providers, solutions and varied knowledge resources focused on the changing business needs of the wealth management sector across the world, is pleased to announce the release of its WealthTech Views: Looking into 2020 report. A compilation of 11 interview-based articles from a range of wealth management industry technology and consulting solution providers focused on the main technology trends they expect to see taking precedence in 2020, the report includes firms with headquarters in Germany, Italy, the Netherlands, Switzerland, the United Kingdom and the United States and is the first of a planned series of reports on a wide range of WealthTech and related topics.

Participant firms in this inaugural report are: aixigo, Apiax, CREALOGIX, Finantix, FIS, FundCount, IMVS, Invessed, Opus Nebula, Orbium and Wealth Dynamix.

“The Wealthtech Views Report: Looking into 2020 is the first in a new report series which we call 'WealthTech Views Reports'. Each will pull together the broad and insightful views from a range of technology and consultancy solution providers serving the wealth management sector, with the aim of providing a new and informative resource for the sector", says Simon Ramery, Co-Founder, The Wealth Mosaic. He continues: “in this report, each solution provider and thought leader was asked to respond to a set of five questions that we drafted around trends for 2020 in order to extract their thinking, experience and viewpoints on the technology trends they believe will be prevalent in the wealth management sector in 2020. The questions covered the sector’s challenges, opportunities, market focus, what excites these firms in the market and what role they play in supporting these trends and developments".

Stephen Wall, Co-Founder, The Wealth Mosaic, added: “We have always felt strongly that the technology and consultancy solution providers to the wealth management sector should play a key role as educators and providers of knowledge and ideas to the sector. They are not just providing a solution anymore, whatever it may be, they need to use their knowledge and broad industry experience to educate and inform the market. Through these reports, we are giving technology, consultancy and other relevant solution provider types the opportunity to showcase their knowledge, experience and viewpoints on a wide range of topics to their wealth management audience and this is good for all.”


PLEASE CLICK HERE TO ACCESS AND DOWNLOAD THE FULL REPORT


About The Wealth Mosaic
The Wealth Mosaic (TWM) is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, the TWM marketplace directory consists of thousands of business and solution profiles categorised against a dedicated taxonomy to support their discovery and engagement. For wealth managers, TWM is designed to support their need to be able to more easily and efficiently discover the solutions and solution providers that are increasingly relevant to the needs of their business. For solution providers, TWM is about supporting their positioning, exposure and business development needs in a more complex world. Together, TWM is aimed at narrowing the knowledge gap between the buyers (wealth management firms) and sellers (solution providers) and supporting them to connect and do business. To support and drive that, TWM is building a deep content resource around the directory and a set of tools and services (online and offline) to help both sides better navigate, connect and understand the dynamic marketplace in which they work.
 

For more information, please contact:
Simon Ramery
Co-Founder
The Wealth Mosaic
simon@thewealthmosaic.com
+44 7500 873 833