The transformation of Modern Wealth Management through Open Banking and AI is no longer a matter of speculation but a reality with start-ups like Othis leading the way. Changing the ideology of conventional wealth management, Othis, based out of Vienna, focuses on providing a cutting-edge, streamlined approach to wealth growth suitable for tech-inclined high-net-worth professionals throughout Europe.
Othis extends the scope of wealth management by enabling customers to regulate their diversified asset portfolios through an elegantly constructed mobile and web interface. The firm stands tall among traditional portfolio trackers as it provides features such as integration with a tax advisor, liquidity planning, and personalized wealth recommendations. As a result, wealth management becomes a more inclusive, intuitive, and conversational experience.
Key Takeaways:
- Othis is a Fintech startup based in Vienna, transforming how high-net-worth individuals in Europe manage their wealth.
- The platform uses open banking, artificial intelligence, and data science to offer a personalized, automated wealth management experience.
- Unlike conventional portfolio trackers, Othis enables users to collaborate with their tax advisor, plan liquidity and receive customized wealth suggestions.
- Othis is a promising name in the future of automated wealth management services.
The distinct feature about Othis is its innovative approach to wealth management by exploiting the potential of open banking, artificial intelligence, and data science. The integration of these three factors enables Othis to provide a super-personalized, automated, and dialogue-based customer experience, converting the process of wealth management into a participative and informed engagement. The ability to consolidate and manage multiple assets through mobile and web apps adds to its uniqueness, making the platform versatile and user-friendly.
Othis is the brainchild of Evgeny Zasorin and Stefan Haubner, who have harnessed AI power along with open banking to transform the experience of wealth management, which was traditionally a complex and exhausting process. The duo’s innovative approach has brought in a new way of managing one’s wealth, making a significant impact on fintech and making Othis stand out among the other players in the field.
Observing the momentum with which Othis is making strides, the future of the company is exceptionally promising. As more high-net-worth professionals are looking for effective ways to handle their wealth, the demand for platforms such as Othis is likely to grow. The combination of open banking and AI holds the potential to revolutionise the industry, providing scope for much more automated, smart and efficient wealth management solutions.
The impact of such platforms, as is evident from the success of Othis, is set to change the landscape of wealth management in Europe, paving the way for a new dawn in the industry. You can stay updated about their journey through the company’s Linkedin, website , and more.
Ready to Promote Your Brand with Finance Magazine?
Looking to reach a targeted audience of finance professionals and decision-makers? Finance Magazine offers sponsored article opportunities and partnerships to help you showcase your brand and drive sales. Learn more about our advertising options and reach out to us today! Click here to discuss sponsored articles and partnerships.
Maximize your brand visibility and engage with a highly engaged finance audience. Contact us at [email protected] to get started. Let Finance Magazine be your platform for success!
