Our solutions provide parameters thru regression analysis and other methods. For end customers such methods are too complex to understand in a short time period. Investment advisors are in a perfect position to deliver suitable narratives for every customer. Such bridging of the gap of explainability is more difficult for robo-advisors. The article describes a growing momentum for explainable ...
The virus driven lockdown brings with it a massive transformation of working processes. Video conferencing, document sharing, and cloud solutions have been swiftly adopted to keep operations up and running. The efficiency of digital tools has been tested, approved and introduced in mere days. We would like to assume that this precedes a tremendous surge in further digitalization in the years ...
tetralog uses calculation algorithms and processes with which the fit of all customer portfolios can be analysed. The goals for such suitability analyses are manifold. To offer one example, the influence of current scenarios can be checked for each individual portfolio by using the batch processing mode in order to draw conclusions for product development or customer contact. However, the ...
tetralog uses calculation algorithms and processes with which the fit of all customer portfolios can be analysed. The goals for such suitability analyses are manifold. To offer one example, the influence of current scenarios can be checked for each individual portfolio by using the batch processing mode in order to draw conclusions for product development or customer contact. However, the ...
When it comes to the integration of the new ESG (Environmental Social Governments) regime into the architecture of investment advice, it is important to consider all phases and aspects of the customer buying cycle. In technical terms, the EU catalogue of criteria known as “ESG taxonomy” is an additional set of auxiliary conditions for portfolio advice. The social and psychological aspects of ...
How does one integrate a portfolio optimization solution into a core banking system? The migration of all Volksbanken and Raiffeisenbanken to agree21, the new core banking system of the cooperative financial services network, is the largest project of this kind in the group’s history to date. And the magnitude of the project alone was not the only challenge: in addition, to enable a ...
The financial market creates a pervasive layer of interconnectivity in the world – a global network. For this reason, it exhibits an infrastructure that reflects its own kind of “world logic”. Perhaps this is precisely why the banking industry is stuck in its own patterns of thought like no other: it continually strives to impose its own product logic onto the rest of the world. Yet this ...