- The podcast series offers fresh insights on wealth management trends
- Four episodes with experts on digital transformation, cybersecurity, client service, and family office software solutions
- Available now to tune in on the company website
Zug, Switzerland: Altoo AG which empowers investment professionals and individual ultra-high-net-worth clients to conveniently manage their wealth through the cutting-edge Altoo Management Platform, has announced the launch of the Altoo Insights Podcast. With its new digital offering, the Swiss-based fintech delivers
an experience as premium as its product and remains focused on finding new ways
to make Altoo knowledge more relevant and accessible to all its future and existing clients.The podcast examines how digitalisation and wealthy individuals’ evolving expectations impact the wealth management business.
In four episodes, experts and company leaders discuss practical issues related
to client preferences and the use of modern technology. A key takeaway is that the exciting benefits of digital transformation cannot be fully realised if legacy technologies and poor cybersecurity prevent firms from delivering best-in-class service. Technology investments should ultimately lead to greater capabilities to personalise and transparently communicate advice based on richer, deeper insights into clients’ unique objectives and complex portfolios.
Ian Keates, the CEO of Altoo AG, said: “Our new podcast series aims to play
an essential role in communicating accurate, actionable wealth management information that listeners can understand. Altoo’s mission to modernise financial technology services helps ultra-high-net-worth individuals and those managing
their wealth, adapt to the fundamental shifts across wealth management. These podcasts have addressed modern wealth professionals’ primary strategic dilemma—how to deliver better client experiences for anyone managing complex assets—as well as how WealthTech in general and the Altoo Wealth Platform
in particular can solve such potential client experience pain points even before they emerge.”
Content highlights include:
Top trends driving change in wealth management (episode 1)
How does the future of wealth management look? In the first episode of the Altoo Insights Podcast, the CEO of Altoo AG, Ian Keates, talks about the most important wealth management trends everyone should have on their radar. And also, what’s next for WealthTech and what developments we can expect to see in the Swiss
and foreign financial wealth management scenes in the coming years.
Maximising client experience in wealth management (episode 2)
Client experience is a critical piece of the relationship you have with your clients, but with so many options for shaping a digital client experience, wealth managers often overcomplicate or underestimate their delivery. Here, we provide you with insights from Philip Hediger, the Head of Wealth Servicing, that guide you through the client experience at Altoo AG and assist you in enhancing your offerings to surpass your clients’ expectations.
What makes a secure wealth management solution? (episode 3)
“Cybercrime is on a steep rise, as many studies show, and it is now a multi-billion-dollar market,” says Stefan Thiel, Chief Technology Officer at Altoo AG. He also discusses Altoo’s active efforts to combat cybersecurity threats through their advanced systems and careful monitoring. One of the notable features of the Altoo Wealth Platform is its advanced three-factor authentication system. To learn more, listen to the third episode of the Altoo Insights Podcast.
The benefits of the Altoo Wealth Platform (episode 4)
It shouldn’t surprise anyone that Excel is still the most widely used reporting solution in family offices. But when you use a digital tool like the Altoo Wealth Platform, your wealth management becomes dynamic because you gain a more comprehensive understanding of your overall assets. You will find out this and more from the Head of Business Development at Altoo AG, Simon Kaufmann.
The Altoo Insights Podcast is here.
For more about Altoo, visit www.altoo.io.
About Altoo AG
Altoo is a wealth management fintech with headquarters in Zug, Switzerland. The Altoo Wealth Management Platform aggregates wealth data from multiple sources to deliver comprehensive wealth analysis, performance and reporting. Founded in 2017, Altoo has been recognised as one of the best Digital Family Office Softwares in 2023 according to Forbes Magazine and a Top 5 “Growth Start-up” at the Swiss Fintech Awards 2023. During its seven years of operation, Altoo established a clientele from over 20 countries and has become an industry-leading provider
of digital wealth management services.
Media Contact
+41 78 311 56 25
Additional resources:
Company website: The Altoo Wealth Platform | Altoo AG
Corporate Blog Altoo Insights: Insights | Altoo AG
Newsletter Subscription: Subscribe | Altoo AG
Media Enquires: Media Enquiries | Altoo AG
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