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Digital Engagement, CEO Insights

Embedded Wealth Management: blurring the traditional boundary lines

Embedded finance has been around for some time. Embedded finance providers have enabled companies to bridge the gap between themselves and...

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CEO Insights

Using tech to hard code-in best business practices and processes.

Since the 2008 financial crisis, the compliance role has undergone significant change and growth as companies expanded the compliance...

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CEO Insights

KiwiSaver tools and portals key for member value & retention

Having surpassed $62billion as of December 2020, total KiwiSaver funds under management (FUM) continues to grow, albeit more slowly than in...

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CEO Insights

2021: Opportunities lie in uptake of wealth technology

2020 will forever be remembered as the year of rapid changes. Many wealth and asset managers were left scrambling to pivot their business...

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CEO Insights

Differentiation is in the eye of the digital beholder

When the first case of Covid-19 in December 2019 was reported, no one predicted the profound impact it would have on the world. From...

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CEO Insights

Start small: Building a tangible fintech digital roadmap

Digital transformation is not easy. With the rapid pace of technological change, building an effective and achievable digital roadmap can...

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CEO Insights

Getting to know our CEO, Rachel Strevens

At Invsta, we’re extremely proud to be a female-led company. We recently sat down with our CEO, Rachel Strevens, to get to know a bit more...

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CEO Insights

Build, buy or rent: Fintech approaches for wealth providers

As financial service providers embark on their digital transformation journeys, the age-old question comes up: is it better to build, buy...

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CEO Insights

Lifting the lid on digital Millennial wealth management

Having grown up in a time of rapid change and lived through two financial crises, Millennials’ wealth management priorities and...

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Digital Engagement, Our clients, CEO Insights

UX design in fintech is key to humanise digital interactions

When it comes to building intelligent technology, developers have to balance great coding with usability and empathy. In a...

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