Publications

Our publications include articles, interviews, information on topics of interest, and selected case studies of completed projects.

There is an increasing number of regulatory requirements for sustainable investments. While this poses a challenge for banks, it also...

Regulation-driven Innovation in Sustainable Investing

This article describes how the needs of clients of financial institutions have changed, especially those of younger generations, and explores...

Changing Client Needs: How Digital Assets will Shape the Financial Market

Andreas met with Hubbis to update them on finalix’s mission and progress in the region, reiterating why he believes onboarding...

A Holistic Approach to Onboarding

If you talk to anyone in the AML field nowadays, it is very likely that you hear the buzzword “perpetual...

Perpetual KYC – just a fad or a way forward to efficient client reviews?

To derive a convincing ESG strategy, there is a huge business opportunity for banks and wealth managers to focus on...

Why ESG & Sustainability In Wealth Management Should Be Driven By Client Centricity And Not The Regulators

In this article we introduce you to our latest study in the field of Machine Learning, authored by Matthias Laube....

Machine Learning – Evaluation Guidelines for Financial Services Business Cases

A study of the opportunities and challenges for custodian banks in the current market environment....

External Asset Management In Switzerland

In the final part of our series, we look at the other two key pillars of a smart content management...

How To Deliver Personalized Customer Experiences At Scale – Part 3

In part 2 of our series, we explore the challenges that come with good content creation and personalized matching. Read...

How To Deliver Personalized Customer Experiences At Scale – Part 2