Europeans, investors worried about the future but conservative In a socially and healthily uncertain world, an understanding of financial mechanisms is becoming a necessity to protect oneself from the vagaries…
The importance of financial literacy and the lack of financial education In an uncertain world, good personal finance management becomes a necessity for all savers to ensure their financial wellbeing.…
47% of women have access to a bank account worldwide, compared to 55% globally (World Bank 2013). According to studies conducted by the CAF (Development Bank of Latin America), 67%…
Within a few years, Generations X and Y will represent a vast majority of asset holders. What are their expectations on financial education ? These generations were born between 1965 and…
Europeans' lack of financial literacy The low level of financial literacy among Europeans remains a concern. Is multimedia learning an opportunity to address the lack of financial education? According to…
Cognitive sciences are an interdisciplinary research field involving all scientific subjects likely to help in the understanding of human behavior, including learning mechanisms (philosophy, artificial intelligence, economics...). Among these disciplines,…
By 2025, 75% of investable assets will be held by Millennials, investors born in a digital world between 1980 and 2000. This new generation has new consumption habits, particularly in…
Customer experience is a growth driver that’s becoming increasingly crucial in all businesses. Beyond the quality of service and products, it provides a favourable and unified experience from one end of the interaction between a customer and a company. The challenge is considerable in financial products, where compliance with regulations requires potential future investors to fill out lengthy questionnaires, particularly given the MiFID II regulation and the deadline of 2 August 2022. So, what processes should be put in place to ensure compliance while guaranteeing the best possible customer experience?
In addition to the crisis that exacerbates the reluctance of savers, financial regulations make investing even more complex. But what if the problem is the solution? Discover how to take advantage of regulations to boost ESG product sales and find new sources of profitability in this article!
Being at a personal or at a professional level, financial decisions are made every day, big and small, simple or complex. Financial decision-making is a daily exercise and every single…
