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Company Insights
Morgan Stanley – Digital Transformation Strategies
Morgan Stanley Digital Transformation Strategies Overview Morgan Stanley is utilizing AI and machine learning to improve its wealth and asset management operations and other operational processes. AI, big data, cloud, and blockchain are among the key technologies under focus for the company. The annual ICT spending of Morgan Stanley was estimated at $4.6 billion in 2023. A major share of this spending is earmarked for acquiring software, ICT services, and network and communications from vendors. Morgan Stanley is utilizing AI...
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Company Insights
UBS Group – Digital Transformation Strategies
UBS Group Digital Transformation Strategies Overview UBS uses emerging technologies as a part of its digital transformation strategies. The annual ICT spending of UBS was estimated at $1.1 billion in 2023. A major share of this spending is earmarked for acquiring software, network and communications, and ICT services from vendors. UBS Group (UBS) is a provider of wealth management, banking, asset management, and investment banking solutions. The UBS Personal & Corporate Banking product portfolio consists of financing and investing as...
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Company Profile
Addepar, Inc. – Company Profile
Addepar, Inc. (Addepar) is a software and data platform that carries out purpose-built for professional wealth, investment and asset management. It also handles all assets and connects financial objectives and goals to actionable insights. The platform helps with data reconciliation and aggregation. It offers a financial operating system, customized reporting, analysis and integration, among others. The company also provides data onboarding including historical data migrations. These services are offered to family offices, wealth advisers and private banks. Addepar is headquartered...
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Company Insights
UBS Global Wealth Management – Competitor Profile
UBS Global Competitor Profile Overview Headquartered in Switzerland, UBS is a global wealth management organization that has a presence in over 50 countries. It is the leading global wealth management firm serving the HNW sector. It is the world’s largest wealth manager, as measured by assets under management (AUM). The following are some of the key highlights of the UBS Global Wealth Management market: UBS is focusing on growth in the US and Asia-Pacific markets, introducing new digital wealth platforms...
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Track & Monitor
Cloud in Insurance: Automated data annotation
Our team of industry experts has meticulously researched and analyzed the latest trends, innovations and emerging technologies in the insurance industry’s Automated data annotation segment. By leveraging our report, you will gain invaluable insights that can revolutionise your business strategies and give you a competitive edge. Note: This is an “on-demand” report and will be delivered within 2 to 4 business days (excluding weekends and holidays) of the purchase. Certain sections in the report may be removed or altered based...
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Track & Monitor
Innovation in Insurance: Insurance recommendation models
Our team of industry experts has meticulously researched and analyzed the latest trends, innovations and emerging technologies in the insurance industry’s Insurance recommendation models segment. By leveraging our report, you will gain invaluable insights that can revolutionise your business strategies and give you a competitive edge. Note: This is an “on-demand” report and will be delivered within 2 to 4 business days (excluding weekends and holidays) of the purchase. Certain sections in the report may be removed or altered based...
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Track & Monitor
Innovation in Insurance: Automated data annotation
Our team of industry experts has meticulously researched and analyzed the latest trends, innovations and emerging technologies in the insurance industry’s Automated data annotation segment. By leveraging our report, you will gain invaluable insights that can revolutionise your business strategies and give you a competitive edge. Note: This is an “on-demand” report and will be delivered within 2 to 4 business days (excluding weekends and holidays) of the purchase. Certain sections in the report may be removed or altered based...
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Track & Monitor
Artificial intelligence in Insurance: Insurance recommendation models
Our team of industry experts has meticulously researched and analyzed the latest trends, innovations and emerging technologies in the insurance industry’s Insurance recommendation models segment. By leveraging our report, you will gain invaluable insights that can revolutionise your business strategies and give you a competitive edge. Note: This is an “on-demand” report and will be delivered within 2 to 4 business days (excluding weekends and holidays) of the purchase. Certain sections in the report may be removed or altered based...
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Sector Analysis
Wealth Landscape in the US: Market Sizing and Opportunities to 2022
The US is home to a large number of affluent (high net worth [HNW] and mass affluent) individuals. The country also has a well-developed financial services sector, including the most sophisticated mutual fund and equity markets globally, which explains the high participation in various asset classes. The local retail savings and investments market has registered impressive growth post-financial crisis, with its value almost doubling from $25.4tn in 2008 to $50.5tn in 2018. Based on our proprietary datasets, this report analyzes...
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Company Insights
Fintech Profile: Addepar
Addepar offers a cloud-based investment management platform that aggregates all the financial information of family offices, wealth advisors, and private banks, and builds a portfolio analysis to provide a clear view of end-customer investments.