Whitepaper

API security - in an open banking ecosystem

05 November 2020

Open banking has become a strategic priority for many financial institutions and wealth managers. In this context, many see IT security as an inevitable evil that limits the potential of an ecosystem.

DOWNLOAD HERE

Whitepaper

Client reporting and the future of wealth management

24 September 2020

This whitepaper, a joint study with our partner Assentis, re-examines the drivers behind the need for stronger, more agile and consistent client reporting – and how technology helps to deliver the depth and breadth of reports that today’s wealth management clients want.

DOWNLOAD HERE

Whitepaper

Democratization of wealth management - a unique business opportunity

17 September 2020

The financial services industry faces structural margin and transformation pressures, due to rapidly-changing client demands, tighter regulations and fiercer competition.

DOWNLOAD HERE

Whitepaper

Rise of conversational banking - transforming mobile client advice

16 July 2020

Social messaging apps, such as WhatsApp or WeChat, fundamentally changed the way we interact with each other. However, this transformation is only just making its way to wealth management.

DOWNLOAD HERE

Whitepaper

Delivering agility, security and simplicity in financial payments

17 March 2020

The move to open banking is a global trend. Avaloq has worked with its clients and partners to deliver secure open banking solutions with architecture designed to future proof their business.

DOWNLOAD HERE

Webinar

Webinar: Achieving Value at Scale

21 February 2020

How can manager-client interactions be improved? In this webinar, our expert panel explores ideas and solutions of how to overcome these challenges in order to improve manager-client engagement.

Whitepaper

Avaloq insights report 2019

23 January 2020

Multiple trends and developments have reshaped the financial services industry and will continue to do so at an increasing rate. Read more in our insights report, based on a study carried out in 2019.

DOWNLOAD HERE

Whitepaper

Wealth management redefined with AI

20 January 2020

The emergence of artificial intelligence (AI) represents one of the biggest disruptions that the business and financial services world has seen.

DOWNLOAD HERE

Whitepaper

Digital advice and enhanced client engagement

09 December 2019

Regulatory pressure to improve investor protection has resulted in wealth managers adopting a portfolio-risk-based approach. However, this approach can reduce the need for client touchpoints. How can manager-client interactions be improved?

DOWNLOAD HERE

Whitepaper

Breaking the innovation deadlock

29 October 2019

For some years now the wealth management sector has been facing enormous pressure to improve operational efficiency, performance and compliance, while neglecting an essential long-term growth driver: innovation.

DOWNLOAD HERE

Report

Getting cloud right

19 June 2019

This Deloitte report provides an independent perspective on the major opportunities and risk management issues, as well as a high level roadmap to cloud transformation and the common pitfalls that banks should consider.

Download here

Whitepaper

Avaloq Internationalization

01 May 2019

How does Avaloq help banks and wealth managers internationalize their operations - and still maintain efficiency? This paper outlines the background behind Avaloq’s multi-entity single-instance platform and its approach to internationalization.

DOWNLOAD HERE

Whitepaper

Whitepaper: Digital Assets in wealth management

09 April 2019

What are the challenges you need to overcome to provide solutions for managing crypto & traditional assets in one place?

DOWNLOAD HERE

Whitepaper

How private banks are targeting the mass affluent segment?

05 April 2019

The Asian wealth management space is experiencing rapid growth. How are banks in the region aiming to serve this growing segment?

DOWNLOAD HERE

Webinar

How to capitalize on the new open banking era?

16 January 2019 | Online

Explore how Avaloq’s PSD2 solution enables banks and wealth managers to be compliant with PSD2 and how the solution can provide the foundation for new API-based business opportunities.

Whitepaper

Unleashing the power of data

21 December 2018 | Online

Financial institutions need access to best-of-breed fintech firms developing the products and services that will keep them at the forefront of their digital agendas. Benefiting from data analytics is a particular challenge.

DOWNLOAD HERE

Whitepaper

Learning from the first PSD2 experiences

20 November 2018

The first wave of Open Banking PSD2 projects are being undertaken and banks and fintechs are finding out how this works in practice. At this early stage what can we learn from the journey so far?

Download here

Whitepaper

Competing in today’s platform economy

01 October 2018

Achieving optimum efficiency across operations while simultaneously growing revenue in new business areas is a major challenge for established banks. New competitors are emerging from all sides, so which parts of the value chain do you really want to compete in?

DOWNLOAD HERE

Report

Wealth Portfolio Suites Turn to Digital Advisory: Early Risers

05 September 2018

“In the investor-advisor hybrid model, communication between two people establishes trust, builds the relationship, and drives client retention and referrals.” Denise Valentine, Senior Analyst, Aite Group

DOWNLOAD HERE

Webinar

Wealth Management C-level survey: Private Banking and Wealth Management 4.0

15 August 2018 | Online

Is the private banking and wealth management industry under siege or are there reasons for optimism?  Find out more on how executives perceive these challenges.

WATCH HERE

Whitepaper

Wealth Management C-level survey: Private Banking and Wealth Management 4.0

15 August 2018

Orbium, an Avaloq premium partner, has conducted a survey of C-Suite wealth managers to explore views on the current and anticipated future state of the wealth management industry.

DOWNLOAD HERE

Webinar

Towards banking-as-a-service

11 April 2018 | Online

In this webinar, our panel of Avaloq and ZEB experts will discuss how moving operations to a service based model can support you in this goal and free-up the business to focus on its customers.


WATCH HERE

Whitepaper

Towards banking-as-a-service, by ZEB

10 April 2018

Cloud-based service models are about providing access to resources such as infrastructure, software applications and business tasks, packaged as services. Is now the right moment to move your business to the cloud?

DOWNLOAD HERE

Whitepaper

Banking becomes a convenience in an interconnected world

16 March 2018

Banks have been forced to respond to changing consumer preferences and behaviours which have emerged as a result of social and technological developments.

DOWNLOAD HERE

Whitepaper

Leveraging the crowd in consumer finance

01 March 2018

The face of consumer financing is changing. Customers want modern solutions at their fingertips, with access to the best products available whether offered by a bank or a web-based platform.

DOWNLOAD HERE

Report

SaaS and BPaaS in wealth management

07 February 2018

NelsonHall rates Avaloq as a leader in wealth and asset management BPS and new digital banking models.
 

Download Report

Whitepaper

How can fintech companies in Avaloq's ecosystem help your wealth management business to innovate and grow?

22 January 2018

Find out how innovative fintech companies involved in the Avaloq ecosystem solve the toughest issues in wealth management.

DOWNLOAD HERE

Whitepaper

Blockchain: Plausibility within Banking and Wealth Management

17 December 2017

The possible effects of blockchain and distributed ledger technology (DLT) on financial services.
 

DOWNLOAD HERE  

Webinar

Increasing trust and loyalty with transparent investment evaluation

07 December 2017 | Online

In this webinar Avaloq have teamed up with IBO to discuss how investment advisors can collaborate with fintechs to provide insightful data analytics.

WATCH HERE

Whitepaper

Whitepaper: Emerging Models of Digital Wealth Advisory

01 December 2017

A joint discussion paper by Deloitte and Avaloq.
 

DOWNLOAD HERE

Webinar

Emerging Models of Digital Wealth Advisory

18 October 2017 | Online

Deloitte and Avaloq will explore emerging models for providing private client investment advice by assessing the impact of technology and digitization.

Whitepaper

Avaloq Community Insights: Architectural Evolution

01 October 2017

Discussion paper on how banks can ensure that they build a platform with the right technical architecture for the future.
 

DOWNLOAD HERE

Webinar

Blockchain: So, what is the speed of disruption?

21 September 2017 | Online

This webinar will investigate some of the key concepts of blockchain in banking.

Webinar

Surfing the regulatory waves: MiFID II & beyond

16 August 2017 | Online

This webinar outlines some key steps that can be undertaken to master these new rules.

Webinar

How Open Banking APIs help banks embrace digital disruption?

12 July 2017 | Online

The emergence of Open APIs may prove to be a critical point of inflection for the banking industry.

Webinar

Overcoming Fragmentation in Omni-Channel User Experiences

21 June 2017 | Online

In this webinar we consider approaches to ensure that whatever technology choices are made, the user experience remains cohesive and simple.

Webinar

Successful Digital Banking: Aligning strategy and technology

01 June 2017 | Online

The webinar and associated discussion paper highlights today’s banking environment which is characterized by a rush to digitization.

Ready to simplify your business?

Get in touch and let our experts provide you with the insights you need

Get in touch now