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Ortec Finance

Insights

Wednesday, August 16, 2017

Human and machine, let’s combine skills!

Most people are prepared to pay extra for the presence of a human pilot in the cockpit of their plane, as a recent study proves. Even if the automatic pilot performs as well as (or better than?) its ‘real life’-colleague. What exactly are the benefits of humans interacting with technology?

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Wednesday, August 16, 2017

Ortec Finance Quarterly Outlook June 2017

Please read our most recent Quarterly Outlook, based on our scenario approach applied to all information available at the end of June 2017.

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Wednesday, July 19, 2017

The Future of FinTech

Every year, Capgemini publishes a Financial Services Analysis that I read with great interest. This year, they’ve added a World FinTech Report, and between the lines, these reports reveal a lot of fascinating insights. FinTech is definitely on the rise, but banks still have a competitive edge that they can use to stay in the lead. However, they should be cautious. A new generation is coming of age, and the customers of the future appear to be less loyal to traditional banks. That means the current big players could lose their existing advantage.

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Wednesday, July 5, 2017

Ortec Finance organizes innovation workshops

Financial institutions face serious challenges. Regulatory pressure, digitalization and evolving business models lead to a new advisory landscape. Ortec Finance offers a workshop where you learn to separate the signal from the noise and the key developments in the financial world of tomorrow are addressed.

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Friday, June 16, 2017

Goal-based financial planning and robo advice in Germany: challenges and opportunities

The future of private wealth management is goal-based financial planning. This offers a more tailored financial advice, where the specific goals of the clients and not the products are at the centre. This offers plenty of opportunities for robo advice.

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Friday, June 16, 2017

The future of robo advice: the German view

A recent article in Fonds & Finanzen, the asset management newsletter of the German Börsen-Zeitung, argues that the robo advice market in Germany has grown less impressive than was originally expected. But while the number of independent robo advisors is gradually declining, traditional financial services providers all begin to offer robo solutions in their business.

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Friday, June 2, 2017

Execution only vs. most trusted advisor

The popular Know Your Customer concept is at the heart of client-centred financial advice and serves as an important guideline in the latest legislation. Acting on this concept, financial institutions have been greatly occupied with collecting various data on their individual clients. Unfortunately, they still do very little with those data. Surely this cannot be the intention of the Know Your Customer concept.

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Friday, May 19, 2017

On pension planning and the capacity to bear losses

The nature of pension planning has clearly changed as active working people today are building up smaller pensions. As a result people are now more often confronted with the outlook of having insufficient income for all their intended future expenses.

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Friday, May 5, 2017

MiFID II als Chance

Ton Kentgens, director Global Business Development for Ortec Finance Private Client Solutions, was recently interviewed by Citywire Deutschland. He talked about the coming of MiFID II and the need to place the client, not the product, at the center of financial advice. Kentgens also argued that wealth managers need to completely rethink and restructure their business plan in the age of digitization.

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Thursday, April 13, 2017

Ortec Finance hires German PR agency Public Imaging

Recently Ortec Finance agreed to partner with Public Imaging, a Hamburg-based public relations agency specializing in business and financial communications. We are confident that this partnership will lead to greater exposure for Ortec Finance and our private wealth management solutions in the German market, in particular with MiFID II regulations taking effect in the near future.

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