Displaying search results for ""

Home > Wealth Management

The Future of Wealth Advisory—How AI, Personalization, and Alternative Assets are Reshaping Financial Advice

The Future of Wealth Advisory—How AI, Personalization, and Alternative Assets are Reshaping Financial Advice

The Wealth Advisory Shift in 2025

The wealth management industry is at a pivotal moment. Traditional advisory models are being disrupted by technology, shifting investor demographics, and a growing appetite for alternative assets. In 2024, the financial advisory landscape demands a personalized, tech-driven, holistic approach to cater to a new generation of investors.

According to Maveric’s latest report on Wealth Advisory Transformation, financial advisors must rethink their strategies, incorporating AI-powered insights, next-generation asset allocation, and hyper-personalized experiences to stay competitive. Here’s what’s driving this change and how advisors can future-proof their services.

1. AI and Personalization—The New Standard for Wealth Advisors

Today’s clients expect hyper-personalized financial advice that adapts to their evolving needs. AI-driven insights and dynamic financial planning replace traditional, static portfolio management.

A report by Accenture states that 91% of consumers prefer brands that offer relevant recommendations and personalized services.

How AI is Reshaping Wealth Advisory:

  • Predictive Analytics – AI analyzes spending, investing, and market patterns to anticipate client needs.
  • AI-powered financial assistants – Virtual assistants provide real-time insights and automate routine queries.
  • Personalized portfolio rebalancing – AI suggests real-time adjustments to maximize returns and mitigate risks.
  • Behavioral finance insights – AI detects emotional triggers that impact investment decisions, helping advisors coach clients more effectively.

Example: Morgan Stanley’s AI-powered assistant enables advisors to retrieve insights from over 100,000 reports, streamlining research and decision-making.

By leveraging AI-driven personalization, advisors can offer timely, proactive engagement that resonates with modern investors.

2. Alternative Assets—A New Frontier in Investment Advisory

The definition of “wealth” is expanding beyond traditional asset classes. Clients—especially Millennials and Gen Z—increasingly allocate capital toward private equity, tokenized assets, and fractionalization.

Alternative investments are projected to grow to $21.1 trillion by 2025, accounting for 15% of global AUM.

Key Trends in Alternative Asset Adoption:

  • Fractional ownership – Investors can now buy portions of high-value assets like real estate and fine art.
  • Tokenization of assets – Platforms like BlackRock’s BUIDL fund enable digital securities backed by real-world assets.
  • ESG-focused investments – Sustainable investing is gaining traction, with 70% of Gen Z investors prioritizing impact-driven portfolios.
  • Direct Indexing – A personalized approach that allows investors to customize their portfolios while optimizing for tax efficiency.

Advisors who fail to integrate alternative investments risk losing relevance with younger, digitally savvy investors.

3.The Role of Next-Gen Technology—Beyond Traditional Portfolios

Wealth management is not just about asset allocation—it’s about offering a comprehensive, data-driven financial experience.

  • Cloud-based advisory platforms – Secure, real-time access to financial data enables seamless advisor-client interactions.
  • Robo-advisors with human oversight – Hybrid advisory models combine AI-powered insights with expert human guidance.
  • Digital client engagement tools – Interactive dashboards and mobile-first experiences enhance client involvement.
  • Behavioral finance-driven tools – AI analyzes client biases, guiding them toward better financial decisions.

Case Study: A leading wealth management firm adopted AI-powered behavioral insights, leading to a 30% increase in client retention.

Conclusion: The Future of Wealth Advisory is Now

The shift toward AI-driven personalization, alternative asset integration, and digital-first advisory models is inevitable. Financial advisors who embrace these trends will be well-positioned to attract high-value clients and drive long-term retention.

Download Maveric’s “Redefining Wealth Advisory” report now to gain cutting-edge insights into the future of financial advisory.

View

Open Finance – The Catalyst for the Next Financial Revolution

Open Finance – The Catalyst for the Next Financial Revolution

As data and connectivity continue to reshape industries, the financial services landscape is undergoing a paradigm shift. Gone are the days when consumers were content with fragmented financial information across multiple institutions. Innovations like Open Banking have redefined how financial data is shared, paving the way for new opportunities and revolutionizing consumer experiences. Open Banking allowed consumers to share their bank account data with third-party providers, leading to a wave of personalized solutions and competitive offerings that transformed traditional banking.

Today, however, a more profound transformation is underway: Open Finance.

Open Finance represents the next evolutionary step, building upon the foundations of Open Banking to encompass a broader spectrum of financial data.

Unlike its predecessor, Open Finance is not just about sharing bank account information; it covers mortgages, investments, insurance, pensions, and beyond. It gives unprecedented control over their entire financial portfolio, driving a future of hyper-personalized financial services and an inclusive financial ecosystem.

The increasing adoption of Open Finance principles

Recent global events, such as the economic shifts induced by the pandemic and the accelerated adoption of digital Finance, have amplified the need for a more integrated financial view.

Open-finance-report-by-Plaid
With Open Banking laying the groundwork, what does the next step, Open Finance, bring to the table?

Beyond Open Banking. What is Open Finance?

Open Finance is poised to be a game-changer, empowering consumers, encouraging innovation, and leveling the playing field across financial services. It integrates different aspects of personal Finance including mortgages, savings, pensions, investments, and insurance—into a unified, accessible digital experience. This interconnectedness gives consumers a holistic financial view, enabling better decision-making, financial planning, and goal achievement.

Pivotal features of Open Finance include

  1. The ability to access financial product data from multiple providers and integrate it in one place.
  2. Enhanced financial insights through integrated data analytics can lead to more effective budgeting, saving, and investing.
  3. Seamless information sharing with authorized financial service providers to deliver personalized services tailored to individual needs.

To truly understand Open Finance, it must be differentiated from its predecessor—Open Banking.

From Data Silos to Full Control. Open Banking vs. Open Finance

While Open Banking was a foundational step, focusing primarily on payments and checking accounts, Open Finance extends this concept across the entire financial spectrum. Imagine viewing your pension contributions, insurance policies, mortgage payments, and investment portfolios all in one place that is the promise of Open Finance.Open-banking-Open-financeOpen Finance represents a significant leap forward from Open Banking by addressing consumers’ expectations for greater control, convenience, and customization.Ozone APIConsumers want to make informed decisions based on a complete picture of their financial health, and Open Finance makes this possible. It is about putting consumers in the driver’s seat and empowering them to manage their financial lives more effectively.

As Open Finance evolves, it involves more than technology it brings together diverse stakeholders across the financial ecosystem.

Building the Open Finance Ecosystem. The Main Players.

Open Finance brings together multiple stakeholders to create a connected ecosystem.

These stakeholders include banks, fintech firms, regulatory bodies, and, most importantly, end consumers. Banks and Financial Institutions serve as custodians of financial data, and through Open Finance, they can leverage these insights to deliver innovative and consumer-centric products.

  • Fintech Firms: Fintech companies are at the forefront of utilizing Open Finance data to create new, dynamic applications that provide real-time insights and improve user experiences. For instance, the Latin American fintech Belvo has partnered with multiple financial institutions to enable seamless data integration, enhancing regional financial services.
  • End Consumers: Ultimately, the end consumers benefit most from gaining control over their entire financial landscape, allowing them to make well-informed financial decisions.

Setting the Rules. Guidelines for Open Finance

The global regulatory landscape plays a crucial role in shaping Open Finance. Directives such as the European Union’s PSD2 and initiatives by the UK’s Financial Conduct Authority (FCA) have established the framework for secure data sharing, ensuring consumer protection remains a priority. Regulations are crucial in maintaining trust and establishing clear privacy, consent, and data security standards.

The UAE’s Open Finance Regulation (launched by the Central Bank of the UAE) is set to revolutionize the regional financial sector by fostering innovation and competition. By mandating participation from all FIs, the regulation creates a level playing field that encourages innovation and boosts competition among traditional banks and fintech companies. This framework is designed to accelerate the adoption of digital financial services, leading to more seamless banking experiences and increased development of fintech solutions. Furthermore, the regulation promotes financial inclusion by enabling better access to financial data, potentially expanding credit access for underserved segments, and empowering consumers to make better-informed financial decisions.

The United States is making significant strides towards open Finance with the Consumer Financial Protection Bureau’s (CFPB) finalization of the Personal Financial Data Rights Rule in October 2024. This rule, implementing Section 1033 of the Dodd-Frank Act, mandates that financial institutions, including banks, credit card issuers, and other providers, must give consumers free access to their personal financial data and allow them to share it with third parties upon request. Set to be implemented in phases from April 2026 through 2030, the rule aims to boost competition, protect privacy, and enhance consumer choice in financial services. It covers various financial products, including bank accounts, credit cards, and payment apps. Providers must share transaction history, account balances, and payment information through secure APIs.

To Be Continued in Part II

This concludes Part I of our deep dive into Open Finance. In the second part, we build on the discussed concepts, focusing on how Open Finance can deliver real, tangible benefits. We’ll explore the global adoption landscape, the industry-specific challenges, and the key strategies stakeholders need to implement, offering a clearer picture of how Open Finance is transforming the financial services industry.

About the Author

Avinash-DaveAvinash brings expertise in strategic delivery, innovative solutioning, and leadership in banking technology. At Maveric Systems, he focuses on advancing BankTech solutions in Wealth Management and Capital Markets, crafting transformative solutions to address client-specific challenges.
For over 25 years, Maveric Systems has been the trusted BankTech expert, empowering financial institutions with domain-driven delivery and cutting-edge technology. Under Avinash’s leadership, Maveric continues to combine deep sector expertise with innovation, enabling clients to thrive in an evolving financial landscape.

 

View

The Benefits, Adoption, and Challenges of Open Finance

The Benefits, Adoption, and Challenges of Open Finance

With the foundational understanding of Open Finance laid out in the first part, we now delve into its specific benefits, adoption challenges, and broader implications for the financial services industry. Building on the concepts introduced earlier, Part II provides a deeper look into how Open Finance empowers consumers and institutions while navigating the complexities of global adoption and regulatory hurdles.

  1. For End Customers: Open Finance creates a seamless and transparent financial journey. Consumers benefit from a comprehensive view of their financial status, which leads to more personalized services and better financial advice. A survey by The Harris Poll found that 93% of consumers using fintech applications reported saving them time, and 78% said saving them money. Accessing all financial information in one place makes managing budgets, investments, and savings more straightforward and effective.
  2. For the Industry: Open Finance offers financial institutions a deeper understanding of consumer needs, enabling them to craft tailored products that drive engagement. Financial service providers can also discover new revenue streams through collaborations with fintech firms and third-party service providers. Moreover, the transparency and convenience brought about by Open Finance help build stronger, trust-based relationships with customers.

With such clear advantages, how is Open Finance being adopted globally, and what can we learn from early movers?

Adoption across Borders.The Current State of Open Finance

The adoption of Open Finance varies globally. The UK and the European Union are leading the way, propelled by regulatory mandates and proactive industry players. In the UK, the Open Banking Implementation Entity (OBIE) has created a framework now being extended to encompass broader financial services through Open Finance. Emerging economies, such as Brazil and Mexico, are also making strides in Open Finance, recognizing its potential to enhance financial inclusion and economic resilience.

The Open Finance landscape in Asia is undergoing rapid transformation. Notable milestones and examples from the region showcasing the progress of Open Finance include:

  1. Early adoption of Open Banking frameworks in Singapore: The implementation of the Monetary Authority of Singapore’s (MAS) Open Banking framework in 2016 set the stage for data sharing among financial institutions, spearheading the adoption of advanced standards and API-led connectivity within the financial sector.
    By 2024, a substantial portion of commercial bank customers had embraced open banking platforms, with 33% already participating and 35% planning to join. The country’s banks have recognized that developing APIs and providing open banking solutions is crucial for maintaining competitiveness in the evolving financial landscape.
  1. The proliferation of digital banks: The emergence of disruptive digital banks prioritizing customer-centric services, seamless user experiences, and agile technologies has challenged traditional banking models. These institutions leverage Open Finance principles to offer innovative and convenient financial services.
  2. The Rapid rise of digital payments and wallets: The launch of Alipay and WeChat Pay in China marked a shift toward digital payments. This transition laid the groundwork for broader Open Finance initiatives by establishing a solid platform for mobile wallet adoption.

Several successful case studies demonstrate the transformative power of Open Finance.

transformative-power-of-Open-Finance

A notable example is Plific, a Brazilian fintech founded in 2021 that has leveraged the open finance framework to enhance the financial experience for gig workers. Plific has developed a platform that utilizes open banking data to offer personalized financial services to gig economy participants. By accessing real-time income and transaction data, Plific provides more accurate credit assessments and offers tailored financial products, such as flexible loans and savings tools, that better suit the irregular income patterns typical of gig work.

These implementations showcase how Open Finance can drive consumer empowerment and operational efficiency. While the progress is impressive, the road to full adoption has obstacles. What challenges lie ahead?

As we look towards the future, examining the impacts of open Finance on some industries is worthwhile.

impacts-of-open-Finance-on-some-industries

IT Solutions Required for Open Finance Alignment

To align with Open Finance principles, financial institutions will need to implement several key IT solutions:

  1. API Management Platforms: Robust API management solutions are essential for securely exposing and consuming financial data.
  2. Data Analytics and AI Platforms: Advanced analytics and AI capabilities are needed to derive insights from the vast amounts of data available through Open Finance.
  3. Consent Management Systems: These systems are crucial for managing customer consent for data sharing and ensuring compliance with data protection regulations.
  4. Identity and Access Management (IAM) Solutions: Strong IAM systems are necessary to secure access to sensitive financial data.
  5. Data Governance Tools: Solutions for data quality management, data lineage, and metadata management are essential for maintaining data integrity and compliance.
  6. Cloud Infrastructure: Scalable cloud solutions are often needed to handle Open Finance’s increased data processing and storage requirements.
  7. Security and Encryption Tools: Advanced security solutions protect sensitive financial data, including encryption and tokenization.

Eight-Step Implementation Considerations

When implementing Open Finance initiatives, financial institutions should consider the following:Eight-Step Implementation Considerations
Embracing the Future. Why Open Finance is the Next Big Thing?

The evolution from Open Banking to Open Finance marks a transformative shift in the financial services industry. Open Finance empowers consumers with greater control over their financial data, enabling them to leverage innovative products and services tailored to their needs.evolution from Open Banking to Open FinanceFinancial institutions that embrace Open Finance initiatives and collaborate with experienced partners like Maveric Systems will be well-positioned to navigate the evolving financial landscape and deliver exceptional consumer experiences.

About the Author

Avinash-DaveAvinash brings expertise in strategic delivery, innovative solutioning, and leadership in banking technology. At Maveric Systems, he focuses on advancing BankTech solutions in Wealth Management and Capital Markets, crafting transformative solutions to address client-specific challenges.
For over 25 years, Maveric Systems has been the trusted BankTech expert, empowering financial institutions with domain-driven delivery and cutting-edge technology. Under Avinash’s leadership, Maveric continues to combine deep sector expertise with innovation, enabling clients to thrive in an evolving financial landscape.

View

Tokenization: The Game-Changing Shift in the Investment Landscape

Tokenization: The Game-Changing Shift in the Investment Landscape

In an era of rapid technological advancement, tokenization has emerged as a transformative force, fundamentally reshaping our perception and management of assets. This innovative process is not merely an incremental improvement; it represents a seismic shift in the investment world, unlocking unprecedented opportunities for seasoned investors and newcomers alike. Let’s delve deep into the revolutionary impact of tokenization on the investment landscape.

Demystifying Tokenization: The Digital Alchemy of Modern Finance

At its core, tokenization converts rights to an asset into a digital token on a blockchain or similar distributed ledger technology. These digital tokens are a proxy for real-world assets, ranging from tangible properties like real estate and fine art to intangible assets such as stocks, bonds, and intellectual property. By harnessing blockchain technology’s robust security and unparalleled transparency, tokenization ensures that each transaction is encrypted, immutable, and traceable, establishing a new gold standard for security and trust in the financial world.

According to a report by the World Economic Forum, tokenized markets could reach $24 trillion by 2027, representing a staggering 10% of global GDP. This projection underscores the transformative potential of tokenization across various asset classes and industries.

The Multifaceted Benefits of Tokenization: A New Frontier in Investment

  1. Unprecedented Liquidity Injection

 One of the most revolutionary aspects of tokenization is its ability to infuse liquidity into traditionally illiquid assets. Assets like real estate or fine art, typically requiring significant time and resources to sell, can now be easily tokenized and traded on digital platforms. A study by BNY Mellon revealed that tokenization could increase liquidity in private markets by 50-80%, dramatically reshaping investment dynamics.

  1. Democratization through Fractional Ownership

 Tokenization shatters the barriers to entry for many high-value investments by enabling fractional ownership. This democratization allows smaller investors to participate in markets previously dominated by large institutional players. For instance, a $50 million commercial property can be divided into 50 million tokens, each worth $1, making it accessible to a broader range of investors. A report by Deloitte suggests that this democratization could lead to a 20-30% increase in retail investors participating in alternative investments by 2025.

  1. Unparalleled Transparency and Security

The underlying blockchain technology ensures that all transactions are transparent, traceable, and secure. Each transaction is recorded on an immutable ledger, significantly reducing the risk of fraud and enhancing trust among investors. A study by PwC found that blockchain-based systems could reduce financial fraud by up to 50%, potentially saving the industry billions annually.

  1. Cost Reduction and Efficiency Maximization

Traditional asset transactions often involve a complex web of intermediaries, extensive paperwork, and time-consuming compliance checks. Tokenization streamlines these processes, enabling faster transactions with fewer intermediaries. Research by McKinsey & Company indicates that tokenization could reduce transaction costs in private markets by 30-50%, translating to billions in savings across the global financial system.

Tokenization-in-action

The Horizon of Tokenization: Navigating the Future

As tokenization technology matures, its adoption is poised for exponential growth. More asset classes are expected to be tokenized and traded on sophisticated digital platforms, reshaping the investment landscape. A report by Finoa predicts that the total market cap of tokenized assets could reach $4 trillion by 2025, growing at a CAGR of 50%.

Conclusion: Embracing the Tokenization Revolution

Tokenization stands at the forefront of a financial revolution, poised to redefine the very fabric of investments. By enhancing liquidity, enabling fractional ownership, and dramatically increasing transparency and efficiency, tokenization democratizes access to various assets and creates a more dynamic, inclusive investment ecosystem.

As we stand on the brink of this new era, the question for investors, asset owners, and financial institutions is not whether to embrace tokenization but how quickly they can adapt to this paradigm shift. Those who recognize and harness the transformative power of tokenization will be well-positioned to thrive in the rapidly evolving landscape of 21st-century finance.

The tokenization revolution is here. Are you ready to participate in this historic transformation in investments?

Citations and Further Reading

  1. Dhiway
  2. Brickken
  3. Investax
  4. The Blockchain Academy
  5. Forbes
  6. Mondaq
  7. Kelvin Fu
  8. Alpha Sense

Co-authored by Venkatesh Padmanabhachari, Avinash Dave, and Sagar Rathore

Maveric’s thought leadership series – E.D.G.E (Experiences Delivered by Global Experts) – handpicks the game-changing technology ideas and pressing functional questions Banks and financial institutions must solve today.

These features – reports, whitepapers, podcasts, flyers, blogs, and infographics – are for Banking leaders and Technology evangelists to apply profound trends, the latest opinions, and transformational analyses to boost the performance of their organizations.

About Maveric Systems

Established in 2000, Maveric Systems is a niche, domain-led, BankTech specialist, transforming digital ecosystems across retail, corporate, wealth management, cards & payments and lending domains. Our 2600+ specialists use proven solutions and frameworks to address formidable CXO challenges across Customer Experience, Assurance, Regulatory Compliance, Process Excellence and New age AMS.

 Our competencies across Data, Digital, Cloud, DevOps, AI and automation helps global and regional banking leaders as well as Fintechs solve next-gen business challenges through emerging technology. Our global presence spans across 3 continents with regional delivery capabilities in Amsterdam, Bengaluru, Chennai, Dallas, Dubai, Kingdom of Saudi Arabia, London, New Jersey, Pune, Riyadh, Singapore, Sweden, Dubai and Warsaw.

Our inherent banking domain expertise, a customer-intimacy-led delivery model, and differentiated talent with layered competency – deep domain and tech leadership, supported by a culture of ownership, energy, and commitment to customer success, make us the technology partner of choice for our customers.

View

Upskilling Financial Advisors: Navigating Profound Shifts in a Rapidly Evolving Industry

Upskilling Financial Advisors: Navigating Profound Shifts in a Rapidly Evolving Industry

The financial advisory landscape is profoundly transformed, driven by technological revolutions, shifting client expectations, and an ever-changing regulatory environment. Financial advisors must embark on a relentless journey of skill enhancement and adaptation to remain competitive and deliver unparalleled service. This blog explores the critical strategies advisors can employ to stay at the forefront of this dynamic industry.

Embracing the Technological Revolution

Technology is not just changing the financial advisory industry; it’s redefining it. From artificial intelligence (AI) to blockchain, a new arsenal of tools is emerging that can dramatically enhance efficiency, accuracy, and client engagement.

  • AI-Powered Advisory: AI is revolutionizing investment advice by analyzing vast datasets to offer hyper-personalized recommendations. A study by Accenture found that 76% of wealth managers believe AI will significantly impact the industry within the next two years.
  • Blockchain Revolution: Blockchain technology is set to transform transaction security and transparency. According to a report by PwC, 77% of financial institutions are expected to adopt blockchain as part of their production system by 2025.

Advisors must familiarize themselves with these technologies and actively integrate them into their practices to stay competitive.

Modern-financial-advisors

The Human Touch: Elevating Soft Skills

While technical prowess is crucial, the importance of soft skills cannot be overstated. Communication, empathy, and problem-solving abilities are the cornerstones of building lasting client relationships.

A survey by the Financial Planning Association revealed that 73% of clients consider trust and personal connection the most important factors when choosing a financial advisor. Continuous improvement in these areas is beneficial and essential for building and maintaining client trust.

Navigating the Regulatory Maze

The financial industry operates in a complex regulatory environment, and compliance is non-negotiable. Advisors must stay informed of the latest regulatory changes and understand their implications.

According to a report by Thomson Reuters, regulatory changes in the financial sector have increased by 500% since the 2008 financial crisis. This underscores the critical need for advisors to be perpetually vigilant and adaptable to regulatory shifts.

The Imperative of Continuous Education

In an industry where change is the only constant, continuous education is not just important—it’s imperative. Advisors should aggressively pursue advanced certifications, attend cutting-edge workshops, and participate in industry conferences.

A study by the CFA Institute found that 91% of investment professionals believe that continuous learning is essential for career advancement in the financial sector. This commitment to learning not only enhances an advisor’s knowledge base but also positions them as trusted, forward-thinking professionals in the eyes of their clients.

Harnessing the Power of Data Analytics

Data analytics has emerged as a game-changing tool, offering unprecedented insights into market trends and client behavior. By leveraging advanced analytics, advisors can make data-driven decisions, identify emerging opportunities, and mitigate potential risks precisely.

According to a report by Deloitte, firms that leverage data analytics in their decision-making processes are 23 times more likely to acquire clients and six times more likely to retain them than their peers.

Cultivating a Robust Digital Presence

In our hyper-connected world, a solid online presence is no longer optional—it’s a necessity. Advisors must strategically utilize social media platforms, maintain engaging blogs, and actively participate in professional networks to share insights, engage with clients, and build their brand.

A study by Putnam Investments found that 92% of financial advisors who use social media for business purposes have gained new clients through these platforms. Moreover, these advisors reported an average asset gain of $1.4 million in the past year attributed to social media activity.

Adapting to Evolving Client Expectations

Today’s clients demand more than just financial advice; they seek personalized, proactive service that aligns with their unique goals and values. Advisors must adapt to these evolving expectations by offering bespoke solutions and maintaining consistent, meaningful communication.

A report by EY revealed that 40% of clients are willing to pay higher fees for personalized services. Understanding and anticipating client needs is not just about satisfaction—it’s about fostering unwavering loyalty in an increasingly competitive market.

Financila-advaisory-client

Conclusion: Embracing the Future of Financial Advisory

The financial advisory industry is poised for a new era defined by rapid technological advancements, shifting client dynamics, and an ever-complex regulatory landscape. Staying ahead in this environment demands more than adaptation—it requires fundamentally reimagining the advisory role.

By embracing cutting-edge technology, honing essential soft skills, navigating regulatory complexities, committing to lifelong learning, leveraging data analytics, building a compelling digital presence, and aligning with evolving client expectations, financial advisors can survive and thrive in this dynamic ecosystem.

The future belongs to advisors who view these challenges not as obstacles but as opportunities for growth and innovation. As we stand on the brink of this new frontier in financial advisory, the question is not whether to evolve but how quickly and effectively we can transform to meet the demands of tomorrow’s financial landscape.

Are you ready to take charge of this bold new era of financial advisory?

Citations and Further Reading

  1. Dunham
  2. PWC
  3. Morningstar Wealth
  4. CPF Board
  5. Precise FP
  6. Morgan Stanley 

Co-authored by Venkatesh Padmanabhachari, Avinash Dave, and Sagar Rathore

Maveric’s thought leadership series – E.D.G.E (Experiences Delivered by Global Experts) – handpicks the game-changing technology ideas and pressing functional questions Banks and financial institutions must solve today.

These features – reports, whitepapers, podcasts, flyers, blogs, and infographics – are for Banking leaders and Technology evangelists to apply profound trends, the latest opinions, and transformational analyses to boost the performance of their organizations.

About Maveric Systems

Established in 2000, Maveric Systems is a niche, domain-led, BankTech specialist, transforming digital ecosystems across retail, corporate, wealth management, cards & payments and lending domains. Our 2600+ specialists use proven solutions and frameworks to address formidable CXO challenges across Customer Experience, Assurance, Regulatory Compliance, Process Excellence and New age AMS.

 Our competencies across Data, Digital, Cloud, DevOps, AI and automation helps global and regional banking leaders as well as Fintechs solve next-gen business challenges through emerging technology. Our global presence spans across 3 continents with regional delivery capabilities in Amsterdam, Bengaluru, Chennai, Dallas, Dubai, Kingdom of Saudi Arabia, London, New Jersey, Pune, Riyadh, Singapore, Sweden, Dubai and Warsaw.

Our inherent banking domain expertise, a customer-intimacy-led delivery model, and differentiated talent with layered competency – deep domain and tech leadership, supported by a culture of ownership, energy, and commitment to customer success, make us the technology partner of choice for our customers.

View