Tag Archives: insurtech

I recently received a new book, Fintech: The New DNA of Financial Services, published by Walter de Gruyter. It’s an edited volume compiled by Pranay Gupta and Tze Mandy Tham in their effort to educate a broader audience on the terminology, concepts, and implications of fintech at large. Fintech – a fusion of technology, finance, business models, and mathematics and computer science – is producing an unprecedented change to the financial services industry in a similar manner as transportation, books, hospitality, telecommunications, media, retail, and software vendors have been disrupted and disintermediated by new technology-enabled capabilities. Things are moving fast at the fuzzy front end, but there is always the puzzle of the sticky back end, and consequently, it’s vital for incumbents to understand their current positioning in the midst of adopting new technologies. It is ultimately the consumer who is really driving the disruption forward, and therefore it’s crucial…

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I have been working on an infographic to clearly document the evolution and emergence of digital wealth industry, e.g., wealth management, asset management, private banking, and brokerage, around the globe. More recently I have been asked to include companies that offer retirement and pension products, and after thinking about it, I decided to do it as saving & investing takes place throughout our lifecycles; it’s not limited to specific period of our lives, but rather wealthtech, investtech, insurtech and rettech (short for retirement technology) are part of our daily lives Since last year I have published several updates of the original timeline which is still available as a picture or as a PDF file. I have been working with the timeline for a very long time, and I have received a lot of encouraging feedback as people have found it to be useful. At the same time, some people have…

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