More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Souma Basu is a Principal in the Capco US Insurance Practice. He has extensive experience advising financial services and insurance company clients on assessing business and operations challenges, developing strategies, and delivering results. Empowering digital transformation in insurance, he has helped develop leading industry solutions and tools to address underwriting, claims, and customer-centric solutions critical to personal and commercial insurers.
November 9
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The policy change is meant to give others in the industry insight into what drives its ethics and compliance decisions.
November 9
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Suman Bhattacharyya is a business and technology reporter based in Philadelphia
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Jonathan spent the first five years of his professional insurance career working as a generalist broker at a traditional firm on Long Island. Intrigued by how to leverage technology in the industry, he joined the Founder Shield team in 2016 and quickly rose to his current leadership role as Managing Director. Jonathan oversees client strategy and communication and has fostered a culture of providing unparalleled service and risk consulting to some of the fastest-growing companies in the world. Outside of work, he can be found on the basketball court and chess board—but not at the same time.
November 9
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The service announced its annual inflation adjustments, including increases in the standard deduction and changes in tax brackets.
November 9
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The company that provides services to 107,000 advisors as seen year over year saw increases in assets under management and accounts per advisor.
November 9
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The release of ChatGPT a year ago prompted banks to hire for AI-related positions and begin testing uses for generative AI, which can summarize documents, write emails and churn out clever responses to users. JPMorgan is hiring and moving more aggressively than most banks.
November 9
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Officials are looking into the banking giant's anti-money laundering measures with clients outside the U.S.
November 9
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After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.
November 9
