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Check6 Wealth Blog

How can I visualize my financial data?

Posted by Hella de Jong on Nov 13, 2020 7:00:00 AM

The last blog zoomed in on what data visualizations are and why you should visualize your financial data. This time we will discuss how you can visualize your financial data and what the best choice is to visualize certain data.

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Topics: data analysis, data visualisation, insightful financial reporting, direct data feeds, wealth reports

Why should I visualize my financial data?

Posted by Hella de Jong on Oct 16, 2020 8:45:00 AM

In this modern world, we consume information as if it were gone tomorrow. With 90 percent of all information transmitted to the brain being visual, visualizing your financial data when analyzing or reporting might be the key to success.

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Topics: data analysis, data visualisation, insightful financial reporting, direct data feeds, data feeds, financial data management

The New Business Manager of Check6: Henk Jan Kinds!

Posted by Hella de Jong on Sep 28, 2020 12:00:00 PM

We would like to introduce to you our newest team member Henk Jan Kinds. Henk Jan will fulfill the role of Business Manager within Check6.

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Topics: Check6 corporate culture, Check6

How to improve your cybersecurity as a family office?

Posted by Hella de Jong on Sep 16, 2020 5:00:00 PM

Whilst some industries are struggling to keep their business floating, others are flourishing during the COVID-19 pandemic. Businesses are shifting their strategies in order to keep existing and to keep making a profit. Investments companies, family offices, wealth management firms, and trust companies will also be hit.

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Topics: single family offices, multi-family offices, family office management, cybersecurity

How to improve the customer experience in your wealth management firm: an omnichannel approach.

Posted by Hella de Jong on Aug 26, 2020 4:15:00 PM

When you read or hear the word ‘omnichannel’ you might be thinking it has something to do with an omnivore and in a way it does. 'Omnichannel' is an approach or strategy that companies use to improve their customer experience.

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Topics: "wealth management", innovation, data management, wealth advisors, wealth reports, Trends

The World Wealth Report 2020 by Capgemini: What you need to know!

Posted by Hella de Jong on Jul 29, 2020 5:00:00 PM

Our last blog covered the trends for the year 2020, this blog will zoom in on the wealth changes from the year 2019 compared to 2018. The World Wealth Report 2020 from Capgemini is an excellent piece to gain insight in the world’s wealth.

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Topics: "wealth management", wealth advisors, impact investing, sustainability, Socially responsible investing, Trends

Top Trends in Wealth Management: 2020 (Capgemini Report)

Posted by Hella de Jong on Jul 1, 2020 12:15:00 PM

Capgemini published their top trends for 2020 and as a data company operating in the wealth management sector, the report is a must-read. Even though we’re already almost halfway of 2020, we’ve listed the nine trends mentioned in the report. What trends have you already seen?

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Topics: "wealth management", ESG, HNWI and UHNWI, wealth reports, Trends

Meet Check6's New Communications Manager: Hella de Jong

Posted by Sebastian Verkuilen on May 6, 2020 11:15:00 AM

Meet the newest team member of Check6! We would like to introduce to you our new Communications Manager, Hella de Jong.

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Topics: Check6 corporate culture, data visualisation, Check6, Communication

The Need To Feed: Stay In Control In Turbulent Times

Posted by Hella de Jong on Apr 20, 2020 9:15:00 AM

You cannot ignore it anymore, COVID-19 has changed the lives of people dramatically in the last months worldwide. Governments are trying their utmost to mitigate the spread of the Coronavirus in order to contain it in a better way. In reality this reflects in staying at home as much as possible for most people.

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Topics: direct data feeds, automatic data feeds, 360-degree overview, data feeds, financial data management, Consolidated Data

Changing Face of Wealth Management

Posted by Check6 on Mar 3, 2020 11:36:02 AM

In this piece, I would like to focus on the changing population within wealth management. The affects the client’s and advisor’s side as well as services demanded by the client and opportunities to sell services for advisors active in the wealth management industry.

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Topics: direct data feeds with banks, Check6, financial data management, family office management, Consolidated Data

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