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Inbest insights on financial health, financial planning and wealthtech
24/05
Plataforma de planificación financiera
Inbest es una plataforma de análisis de datos que ayuda a las entidades financieras a automatizar y mejorar sus servicios de planificación financiera. Inbest ofrece módulos de cálculo para analizar la situación financiera de los clientes, y ayudarles en su planificación financiera y fiscal. Nuestros clientes utilizan nuestra API (Application Programing Interface) para construir sus propias […]
4/04
3 areas to improve Financial Health
In the Datafest 2018 we have discussed with a group of experts the main issues that affect Financial Health, and we propose the following improvements: FINANCIAL EDUCATION Financial education is at the core of Financial Health. We should get our first lessons in first grade and after when we transition through adolescence, early adulthood, midlife […]
26/02
We are joining forces with the University of Edinburgh to improve financial well-being
We are working with the University of Edinburgh Business on a research project to measure, track and improve the financial well-being of UK consumers. The research project will evaluate whether: – Consumers have a sustainable spending pattern and manageable debt levels to maintain their existing lifestyle. – Consumers have enough rainy day funds to face […]
26/01
Our thoughts on Open Banking
The underlying challenge we face in the FS industry is plain and simple…for most people FINANCES ARE BORING! But it is also true that without financial products we will not be able to protect ourselves and our families, we will not be able to sustain our lifestyle or achieve our personal goals. We do not […]
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