Financial education

Private banking: How do you make your Millennials customers want to invest?

By 2025, 75% of investable assets will be held by Millennials, investors born in a digital world between 1980 and 2000. This

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Gamification and its challenges

What is gamification ? Gamification is an innovative idea that consists in applying game mechanisms to other domains (websites, applications, social networks,

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MiFID II: how to ensure compliance without impacting customer experience?

Customer experience is a growth driver that’s becoming increasingly crucial in all businesses. Beyond the quality of service and products, it provides

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MiFID II and financial literacy testing: why is retail financial education necessary?  [WHITE PAPER]

While financial education has historically been part of the CSR policies of asset management companies, the subject is now an integral part

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Savers’ reluctance and regulatory complexity: how to find new sources of bank profitability?

In addition to the crisis that exacerbates the reluctance of savers, financial regulations make investing even more complex. But what if the

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Financial education and financial resilience: literacy as a shield against financial vulnerability

Being at a personal or at a professional level, financial decisions are made every day, big and small, simple or complex. Financial

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How do Fintechs Address the Sustainability Challenge?

Financial technology (Fintech) is used to describe new tech that seeks to improve and automate the delivery and use of financial services.

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ESMA: how to assess the financial knowledge of clients in compliance?

Long relegated to the CSR policies of asset management companies, financial education has become a major issue since MiFID II. From now

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Financial products: if Europeans don’t invest, it’s because they don’t know anything about them!

In light of the new MiFID II directive, which has made it mandatory to assess the financial knowledge of individual investors via

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