Knowledge, information and inspiration for taking away

Articles & Papers

This section provides you with engaging content on wealth management. We regularly address the latest industry trends and topics and share the most important insights with you in our articles and thought papers!

whitepaper_cash_flow_audio
Whitepaper

Cash flow planning

Discover how an integrated cash flow planning solution provides a perfect, future-proof foundation for comprehensive, client- and adviser-friendly cash flow planning services.

DOWNLOAD
modern_technology_wealth_management_aixigo_audio
Whitepaper

Modern technology in wealth management

This whitepaper points out how a partner approach provides a fruitful basis for financial service providers to establish a resilient brand.

DOWNLOAD
Audio_Customer_Success_Management_aixigo
Whitepaper

Customer Success Management

This whitepaper elucidates why Customer Success Management and Managed Services are the perfect match to maximise customer value!

DOWNLOAD
Frame_Podcast_embedded_wealth_management_aixigo
Whitepaper

Embedded wealth management

This whitepaper covers everything you need to know to benefit from the embedded wealth management opportunity!

DOWNLOAD
Header_Startseite_esg_aixigo
E-Book

Hyper Personalisation

This e-book illustrates how hyper-personalisation in wealth management can succeed. Particular emphasis is placed on solving the complex ESG issue.

DOWNLOAD
Whitepaper_The_Solution_Design_Process_aixigo
Whitepaper

The solution design process

This whitepaper covers the importance of quality and speed in the solution design process to reduce project risks and time to market!

DOWNLOAD
Whitepaper_Future_Wealth_Management_aixigo
Whitepaper

Future wealth management

Discover how to ensure that your wealth management services meet the requirements of future generations.

DOWNLOAD
swiss_landscape_report
Article

A new path to innovation

Read our article "A new path to innovation for banks – getting it right from the ground up" and learn how banks can innovate within their company.

DOWNLOAD
Article_ESG_Report-aixigo
Article

The rise of ESG

As part of The Wealth Mosaic's "The rise of ESG in wealth management" report, Christian Neuenhaus provides his view on the relevance and applicability of ESG in wealth management.

DOWNLOAD
Report_Hype_Cycle_aixigo
Article

Gartner Hype Cycle

Learn more about Gartner's "Hype Cycle for Digital Banking Transformation 2021", the "Roboadvisor 2.0" technology and its opportunities as well as its practical application at aixigo.

DOWNLOAD
Paper_Portfolio_Management_EN_aixigo
Thought Paper

Swiss Private Banking

Discover the opportunities provided by technology to combine the best of two worlds – traditional wealth management and robo advisors – and how this can be turned into a personalised and tangible service.

DOWNLOAD
Paper_Disrupt_Financial_Planning_EN_aixigo
Thought Paper

Disrupt Financial Planning

Learn how to take your financial planning services to the next level. Find out how financial planning can become a 365-day service by applying portfolio management methodologies.

DOWNLOAD
Article

5 steps to digitise your Wealth Management

Read our article "5 steps to digitise your Wealth Management Services" to get valuable tips on creative ideation and how to get from a product vision to your first prototype.

DOWNLOAD

Download now!

Download now!

Download now!

Download now!

Download now!

Download now!

Download now!

Download now!

Download now!

Download now!

Download now!

Download now!

Download now!

Stay informed about the latest industry news with our newsletter and be the first to receive all news from the aixigo universe.

Success Story BNP Paribas

Here, you can get an insight into the collaboration between BNP Paribas and aixigo.

The challenge

"BNP Paribas Wealth Management – Private Banking" aspired to further evolve into a next-generation and forward-looking private bank. Therefore, they sought a digital platform that would meet the requirements of investment advisory and discretionary portfolio management (DPM) while considering individual customer preferences.

The result

aixigo's API-based wealth management platform provided the basis for solving these challenges. The outcome is a new portfolio management system that combines the best of investment advisory and discretionary portfolio management.

The challenge

"BNP Paribas Wealth Management – Private Banking" aspired to further evolve into a next-generation and forward-looking private bank. Therefore, they sought a digital platform that would meet the requirements of investment advisory and discretionary portfolio management (DPM) while considering individual customer preferences.

The result

aixigo's API-based wealth management platform provided the basis for solving these challenges. The outcome is a new portfolio management system that combines the best of investment advisory and discretionary portfolio management.

Newsletter

Stay informed about the latest industry news with our newsletter and be the first to receive all news from the aixigo universe.