We can guide you through the ideation and launch of future-forward wealth management tools
These clients already did
About Wealth Management
Vacuumlabs has been active in the fintech industry for 12 years – the major opportunity we are seeing today is the growing demand for digital-first wealth management solutions. Our business and product experts have done extensive research into these types of products and we’re happy to help guide you through the process.
An innovative investment platform empowers individuals, equipping them with the tools to make well-informed investment decisions, effectively bridging the gap between traditional mutual fund models and the dynamic needs of today’s investors. Additionally, this forward-thinking solution caters directly to the digitally native demographic, a market segment that is instrumental for sustainable growth and relevance.
In an era where digital experiences dominate, this app caters to the preferences of the digitally native generation. It provides them with an intuitive, technology-driven platform to manage their investments. This not only attracts a new demographic but also strengthens customer retention.
The introduction of this app presents opportunities for additional revenue through transaction fees, premium features, AUM fees, and other sophisticated fee structures. It diversifies revenue streams and positions the bank as a forward-thinking financial institution.
Customers are demanding more control and more personalization. By offering a platform that puts investment decisions directly in the hands of customers, the bank empowers them to take charge of their financial future. This aligns with the growing trend of investors seeking more personalized and hands-on approaches to their portfolios.
Partnering with Vacuumlabs lets you develop a standalone, innovative app without interrupting your main banking operations. If you’re looking for an external team to handle innovation while you manage the daily grind, we’re here to do the heavy lifting – from initial research and concept presentation to building and launching your app.
Leveraging extensive experience, Vacuumlabs excels in selecting and working with top-notch technology vendors. This ensures that your wealth management app is built on a foundation of superior technology, offering reliability and performance.
At Vacuumlabs, we pride ourselves on forming partnerships with some of the top vendors in the industry, such as our collaboration with Bitpanda Technology Solutions. Partner with us, and gain access to our comprehensive network of trusted partners, enhancing your banking solutions.
With our deep expertise in fintech and product development, we can assist in building or refining your wealth management product from scratch. Let’s collaborate to harness the latest trends and best practices, utilizing our team of experts to achieve outstanding results.
Wealth management in banking refers to a suite of financial services tailored to assist clients in managing their wealth effectively. It combines financial planning, investment portfolio management, and other financial services to help high-net-worth individuals and organizations optimize their financial resources and achieve their long-term financial goals.
Wealth management is important because it provides strategic financial guidance to help individuals and institutions maximize their wealth. It offers personalized advice on diverse financial aspects from estate planning to investment strategies, ensuring clients can build, preserve, and transfer wealth efficiently according to their specific financial situations and objectives.
As the financial sector evolves rapidly, banks must proactively adopt digital-first wealth management solutions to stay competitive. The investment landscape is experiencing profound changes, presenting a prime opportunity for banks to redefine their relationships with retail customers through digital-first investment products. This strategic shift could set your bank apart in the evolving financial marketplace.
In the fintech sector, many companies already offer digital wealth management as a standalone service or feature. However, there is still significant potential for innovation. Soon, providing comprehensive financial solutions is expected to become standard in the industry, offering fintechs a chance to lead in developing advanced financial services.
Case studies
Read about a selection of our past projects
Our team of experts will work closely with you to understand your goals and deliver a truly customized solution that meets your unique needs.
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