This is where industry meets insight. We sit down for honest, engaging conversations with voices from every corner of the financial world. Together, we explore the trends, strategies, and partnerships shaping the future of wealth management. Whether you're managing portfolios, scaling a business, or powering the systems behind it all, Wealth Insider brings you closer to the people and ideas that are moving the industry forward.
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This is where industry meets insight. We sit down for honest, engaging conversations with voices from every corner of the financial world. Together, we explore the trends, strategies, and partnerships shaping the future of wealth management. Whether you're managing portfolios, scaling a business, or powering the systems behind it all, Wealth Insider brings you closer to the people and ideas that are moving the industry forward.
Untangling Regulatory Reporting in Wealth Management
Wealth Insider
23 minutes 16 seconds
2 months ago
Untangling Regulatory Reporting in Wealth Management
Regulatory reporting doesn’t have to be a burden. Learn how to automate ESG and compliance workflows, reduce manual work, and turn reporting into a real advantage. In this episode of Wealth Insider, Performativ’s Global Commercial Director Christian Lindvall talks with Christian Lysholm, Managing Partner & Chief Commercial Officer at Qvonto, about the practical steps wealth and asset managers can take to simplify reporting and improve client outcomes. They discuss the biggest challenges with SFDR, PRIIPs, and MiFID II, how automation can save up to 90% of reporting time, why localization and multi-jurisdiction support matter for trust, how smaller firms can free up staff for client work, and how to position compliance as a competitive advantage. Learn more about Performativ at performativ.com and about Qvonto at qvonto.com. If you found this useful, please like, subscribe, and share.
Wealth Insider
This is where industry meets insight. We sit down for honest, engaging conversations with voices from every corner of the financial world. Together, we explore the trends, strategies, and partnerships shaping the future of wealth management. Whether you're managing portfolios, scaling a business, or powering the systems behind it all, Wealth Insider brings you closer to the people and ideas that are moving the industry forward.
