7 October 2024

How Infront is Shaping the Future of Wealth Management: A Journey Across Europe

In an increasingly digital world, the use of innovative technologies is crucial for addressing the evolving challenges within the financial industry. Infront provides comprehensive WealthTech solutions that streamline processes, enabling faster and more informed decision-making. Through a series of events in key European financial hubs – from Zurich to Frankfurt and Geneva – Infront demonstrated how it is actively shaping the future of wealth management and helping businesses adapt to new industry demands.

 

A key focus at several events was on addressing the shifting expectations of younger generations, with data showing 44% of clients planning a switch or seeking additional providers, and 90% of heirs changing their advisor after receiving their inheritance. In Europe, an estimated 3.2 trillion EUR will be transferred between generations by 2030, according to the Capgemini World Wealth Report 2024 and Financial Times, making it vital for wealth managers to evolve and meet these new demands.


Zurich: Technology as a Driver of Efficiency

The event series kicked off on September 2, 2024, with the 6th Sphere Event at the Baur au Lac in Zurich. Here, discussions centered on how modern technologies can help companies meet the increasing demands for Digital Wealth solutions of their clients more efficiently and transparently. Experts showcased practical solutions that optimize workflows and ensure a future-proof approach to wealth management.

6th Sphere event Zurich | Infront

 

Frankfurt: Data-Driven Fund Decisions for a Competitive Edge

At the BVI event "Facts, Funds and Food" on September 23 in Frankfurt, the focus was on data-driven decision-making. The BVI is the representative for the German fund industry and their 116 members manage the assets of 50Million people in 21Million households with a volume of Euro 4 Trillion in Germany. Infront introduced its DORA-compliant cloud platform for the valuation of financial products, adhering to all IAS/KARBV standards. A live demo highlighted how precise data analytics can enable businesses to identify risks early and react faster to market developments, providing a significant competitive advantage in volatile markets.

BVI event "Facts, Funds and Food" on September 23 in Frankfurt | Infront

 

Munich: Digital Transformation for Long-Term Success

The DAB BNP Paribas Investment Congress in Munich on September 25 provided the ideal setting to explore digital transformation. More than 450 attendees learned how Infront’s 360° Wealth Platform can enhance efficiency within their organizations. The platform is not only DORA-compliant but also designed to ensure long-term, future-proof operations, helping businesses stay ahead in an ever-evolving financial landscape.

DAB BNP Paribas Investment Congress in Munich on September 25 | Infront

 

Utrecht: Optimizing in Dynamic Fund Markets

On September 26, Infront presented its latest WealthTech tools at the Fund Seminar in Utrecht. The Dutch market is the 4th largest Fund market in Europe after Germany, France and Italy. The focus was on leveraging Infront solutions to make better, faster decisions in dynamic environments. There’s a lot of interest after Infront introduced it’s WealthTech solution earlier in the year and Wealth managers but also Asset/Fund Managers walked by to get demo’s on the Portfolio Management platform but also to see the latest Fund Portal solutions that for example recently have been implemented by AXA combined with PRIPP/KID’s and risk and ESG scoring calculations for their funds.

DAB BNP Paribas Investment Congress in Munich on September 25 | Infront

 

Geneva: The Future of Financial Technology

The 8th Sphere Event on September 30 in Geneva took a closer look at the future of financial technology and the importance of efficient portfolio management systems. Infront showcased solutions designed not only to boost efficiency but also to provide full transparency. Around 400 attendees explored how innovative tools can help automate processes and adapt to the constantly changing market requirements.

DAB BNP Paribas Investment Congress in Munich on September 25 | Infront

 

Looking Ahead: Frankfurt, Lugano, and Beyond

The journey continues: On October 9, the BVI Risk Management Day in Frankfurt will be another key opportunity to discuss Infront's cutting-edge solutions. Following that, the next Sphere Event will take place in Lugano on November 7, where the focus will be on the latest trends and developments in wealth management.

 

And this is just the beginning. Many more events are already planned, where Infront will continue to expand on its vision of an efficient, transparent, and future-proof financial industry. With a strong emphasis on innovation and data solutions, Infront is supporting businesses on their path toward a digital, data-driven future.

 

In today's competitive market, Wealth Managers who prioritize a customer-centric approach and invest in optimizing their user experience are 60% more profitable, according to McKinsey, Analytics Transformation in Wealth Management (2022). Yet, 60% of their time is still consumed by non-revenue-generating tasks, largely due to outdated IT systems and manual processes. By adopting modern technology, wealth managers can reclaim this time to focus on building stronger client relationships and driving profitability.

 

Now is the time to lead the transformation in Wealth Management. With Infront’s comprehensive solutions, you can streamline operations, reduce inefficiencies, and enhance client satisfaction. Don’t get left behind—take action today and become one of the best in the industry.

 

The upcoming months will provide exciting opportunities to explore the latest trends and innovations in the financial sector, actively shaping the digital transformation. Infront remains a trusted partner for businesses looking to harness the power of digitalization and future-proof their processes.