Fintech in Wealth Management

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Across
  1. 3. Investing guided by ESG principles — environmental, social, governance
  2. 6. Automated system that provides investment advice using algorithms
  3. 7. Managing renewals, policy changes, and payments digitally
  4. 8. Online platform helping customers compare multiple insurance quotes
  5. 9. AI-enabled chat or video support in health or insurance platforms
Down
  1. 1. The process from quote generation to policy purchase
  2. 2. Insurance where a group shares risk without a traditional insurer
  3. 4. Type of policy activated or paused instantly via mobile app
  4. 5. Buying smaller portions of expensive assets like shares