PPT-Your Fintech Partner for Robo-Advisory

What we do Bambu is a B2B RoboAdvisor firm offering financial and nonfinancial firms the ability to integrate and benefit from the shift in digital wealth Your Fintech solution partner for RoboAdvisory. Advisory This Advisory presents an overview of uses of alter ego trusts and joint partner trusts as substitutes for wills and powers of attorney in estate planning for those age 65 or older. WHAT I MIAMI, FL. WWW.FINTECHLATAM.COM . The Coming Era of Banking Disruption. THE COMING ERA . OF. . BANKING . DISRUPTION!. Fintech. Americas . is a 1.5 day event that bridges the divide between banks and disruptive Startups by promoting the education, engagement and cooperation of all participants in the ecosystem while encouraging Banks to “think and act” more innovatively.. Victoria Cleland, Chief Cashier. P2P Financial Systems 2016 Conference, London. 8 September 2016. 1. Welcome. 2. The Importance . o. f Collaboration. 3. . One Bank Research Agenda – February 2015. Indonesia Digital Snapshot. Total . Population. Internet. Users. Active Social. Media Users. Unique. Mobile Users. Active Mobile. Social users. 259.1. Million. 88.1. Million. 79.0. M. illion. 326.3. M. Peter G. Szilagyi. Associate Professor and Head of MSc in Finance. Central European University. E-Banking Summit & Awards 1000 , 11 Oct 2017. 1. Bill Gates 1994: “. Banking is necessary, but banks are not. Democratisation. of Financial Services. ?. Ronald A. Fons. Global Head, Financial Services Sector. ronald.fons@huawei.com. The Opportunity: . The Beginning of the . Democratisation. of Financial Services. Robo. : Portfolio Visualization and . Automatically . Rebalance Advisor. Hui Di. Sept. 11 2017. Background. FinTech. . Robo. Advisor. Rebalancing among different financial institutes/accounts becomes a challenge. 1Robo-Advisors such as Vaamo or Nutmegare capable of proling their clients risk appetite and can ox00660066er diversied investment portfolios that match this risk appetite in a fully automated manner IMFEBRUARY 2017 No 2017-02IM GUIDANCE UPDATEWestmark Financial Services Corp Advisers Act Release No 1117 May 16 1988 ecommended speculative equipment leasing partnerships to unsophisticated invest Facundo Abraham Sergio L Schmukler Jos TessadaGlobal Knowledge Research Hubin MalaysiaPublic Disclosure AuthorizedPublic Disclosure A IMPACT OF ROBO-ADVISORSIN WEALTH MANAGMENT2 / Impact of Robo-Advisors in Wealth ManagementT he wealth management industry is undergoing a serious transformation with traditional methods of providing Mick Mc Ateer, Co-Director, Financial Inclusion Centre. Chair, EC Financial Services User Group (FSUG). BACKGROUND. Financial system/ services huge and complex but at its core has four primary functions meant to meet the needs of households and real economy. November 2023. Regions. Value of investment in fintech companies worldwide from 2019 to H1 2023, by region (in billion U.S. dollars). Value of investment in fintech worldwide in 2019-2023, by region. Regtech. in Financial Institutions. Jayanta Kumar Bhowmick. Additional Director (ICT). PSD, Bangladesh Bank. FinTech. The convergence of . ‘Finance' . and . ‘Technology'. is often referred to as .