We spoke to Lincoln Yin, CEO of RootAnt, to learn how firms can improve their user experience and retain clients.
With an ever-increasing amount of competition, companies need to work harder than ever to attract clients and retain them once they've jumped on board. In recent years user experience has become a differentiator for the industry, as the offering of streamlined solutions and a diversified API suite is truly a game changer - particularly in the APAC region. However, the financial market is lagging behind, with their user experience seriously dropping the ball.
To help firms get back on top, Rootant, a Shanghai-based financial services firm which has been a big advocate on the importance of user experience has now developed an educational course to help firms with this and, as a result, become more competitive. To find out more, we spoke to Lincoln Yin, founder and CEO of RootAnt.
You have recently opened a training and academy course for Agile design thinking - why did you decide to do this?
We’ve noticed that nowadays it’s very hard for financial institutions to increase customer retention when their User Experience is not satisfying enough. Most of the firms are suffering from their outdated and complicated legacy core system. They are in need of professionals who have the ability to help them focus on the whole organisation and build an inside-out management team which will be able to plan and execute an easy, personalised and user-friendly transformation in an agile approach. These kind of professionals, however, are quite scarce in the financial industry. So Defín was specially set up by Rootant to serve as a design lab to provide a series of training on “Agile design thinking for the finance industry”.
Where do you offer this course?
Now financial firms have their presence all around the world. We’ve learnt from our clients, who are located in different countries and even continents, that the better user experience is in demand globally. So the training we offer is worldwide and supported by our global team of experts.
What role do you see Defín playing?
We are trying to build a compound talent pool for the finance industry. A consensus on the methodology of design and agile thinking is key to the transformation and change of management throughout financial institutions. Defín serves as a training supplement to help create a more open and collaborative environment during this transformation.
The combination of finance, design and technology seems unique. What do you think of the current market and global future prospects?
It’s noticed that the financial industry has fallen a decade behind the Internet industry in terms of its user experience. Fortunately, there are more and more financial institutions realizing it and seeking transformation now. So we believe the future of digitalization and internet-enabled business in the financial world is very bright and clear. Rootant with its professional knowledge and rich experience has great confidence in itself to develop compound talents. Once such talents pool have been built up, these professionals are going to make their corporations more competitive and speed up the transformation in the whole financial industry.
Do you plan to offer similar initiatives like this in the future?
Our courses are closely focused on Agile Design Thinking for the financial industry. In the future, there is going to be international learning tours, during which the participants can understand the best practice from the first-rate financial institutions in the world and easily have an insightful communication with other talented peers.
With an ever-increasing amount of competition, companies need to work harder than ever to attract clients and retain them once they've jumped on board. In recent years user experience has become a differentiator for the industry, as the offering of streamlined solutions and a diversified API suite is truly a game changer - particularly in the APAC region. However, the financial market is lagging behind, with their user experience seriously dropping the ball.
To help firms get back on top, Rootant, a Shanghai-based financial services firm which has been a big advocate on the importance of user experience has now developed an educational course to help firms with this and, as a result, become more competitive. To find out more, we spoke to Lincoln Yin, founder and CEO of RootAnt.
You have recently opened a training and academy course for Agile design thinking - why did you decide to do this?
We’ve noticed that nowadays it’s very hard for financial institutions to increase customer retention when their User Experience is not satisfying enough. Most of the firms are suffering from their outdated and complicated legacy core system. They are in need of professionals who have the ability to help them focus on the whole organisation and build an inside-out management team which will be able to plan and execute an easy, personalised and user-friendly transformation in an agile approach. These kind of professionals, however, are quite scarce in the financial industry. So Defín was specially set up by Rootant to serve as a design lab to provide a series of training on “Agile design thinking for the finance industry”.
Where do you offer this course?
Now financial firms have their presence all around the world. We’ve learnt from our clients, who are located in different countries and even continents, that the better user experience is in demand globally. So the training we offer is worldwide and supported by our global team of experts.
What role do you see Defín playing?
We are trying to build a compound talent pool for the finance industry. A consensus on the methodology of design and agile thinking is key to the transformation and change of management throughout financial institutions. Defín serves as a training supplement to help create a more open and collaborative environment during this transformation.
The combination of finance, design and technology seems unique. What do you think of the current market and global future prospects?
It’s noticed that the financial industry has fallen a decade behind the Internet industry in terms of its user experience. Fortunately, there are more and more financial institutions realizing it and seeking transformation now. So we believe the future of digitalization and internet-enabled business in the financial world is very bright and clear. Rootant with its professional knowledge and rich experience has great confidence in itself to develop compound talents. Once such talents pool have been built up, these professionals are going to make their corporations more competitive and speed up the transformation in the whole financial industry.
Do you plan to offer similar initiatives like this in the future?
Our courses are closely focused on Agile Design Thinking for the financial industry. In the future, there is going to be international learning tours, during which the participants can understand the best practice from the first-rate financial institutions in the world and easily have an insightful communication with other talented peers.
WhiteBIT Surpasses 5 Million Users, Strengthening Its Leadership in Europe’s Crypto Market
FMLS:24 | Shaping the Next Era of Financial Evolution
FMLS:24 | Shaping the Next Era of Financial Evolution
Welcome to FMLS:24 – the premier event where influential brands and leaders in trading, payments, fintech, and digital assets come together!
Join over 2,500 industry professionals, engage with 150+ expert speakers, and discover endless opportunities with 70+ top exhibitors. FMLS:24 is where senior executives and decision-makers gather to close deals, forge new partnerships, and strengthen connections with long-term clients.
Whether you’re in finance, technology, or payments, this summit is your gateway to future growth, meaningful collaborations, and industry-leading insights.
👉 Don't miss out – secure your ticket now at https://events.financemagnates.com/ZQEYy0?utm_source=youtube&utm_campaign=fmls24-awareness&utm_medium=video&RefId=MLS%3A24+Video+Promo
#fmls #fmls24 #fmevents #financemagnates #forex #payments #crypto #events #london #fintech #ai #generativeai #technology #onlinetrading #forex #investing #investors #tech
📣 Stay updated with the latest in finance and trading!
Follow FMevents across our social media platforms for news, insights, and event updates. Connect with us today:
🔗 LinkedIn: https://www.linkedin.com/showcase/financemagnates-events/
👍 Facebook: https://www.facebook.com/FinanceMagnatesEvents
📸 Instagram: https://www.instagram.com/fmevents_official
🐦 Twitter: https://twitter.com/F_M_events
🎥 TikTok: https://www.tiktok.com/@fmevents_official
▶️ YouTube: https://www.youtube.com/@FinanceMagnates_official
Don't miss out on our latest videos, interviews, and event coverage. Subscribe to our YouTube channel for more!
Welcome to FMLS:24 – the premier event where influential brands and leaders in trading, payments, fintech, and digital assets come together!
Join over 2,500 industry professionals, engage with 150+ expert speakers, and discover endless opportunities with 70+ top exhibitors. FMLS:24 is where senior executives and decision-makers gather to close deals, forge new partnerships, and strengthen connections with long-term clients.
Whether you’re in finance, technology, or payments, this summit is your gateway to future growth, meaningful collaborations, and industry-leading insights.
👉 Don't miss out – secure your ticket now at https://events.financemagnates.com/ZQEYy0?utm_source=youtube&utm_campaign=fmls24-awareness&utm_medium=video&RefId=MLS%3A24+Video+Promo
#fmls #fmls24 #fmevents #financemagnates #forex #payments #crypto #events #london #fintech #ai #generativeai #technology #onlinetrading #forex #investing #investors #tech
📣 Stay updated with the latest in finance and trading!
Follow FMevents across our social media platforms for news, insights, and event updates. Connect with us today:
🔗 LinkedIn: https://www.linkedin.com/showcase/financemagnates-events/
👍 Facebook: https://www.facebook.com/FinanceMagnatesEvents
📸 Instagram: https://www.instagram.com/fmevents_official
🐦 Twitter: https://twitter.com/F_M_events
🎥 TikTok: https://www.tiktok.com/@fmevents_official
▶️ YouTube: https://www.youtube.com/@FinanceMagnates_official
Don't miss out on our latest videos, interviews, and event coverage. Subscribe to our YouTube channel for more!
FMLS:24 | Shaping the Next Era of Financial Evolution
FMLS:24 | Shaping the Next Era of Financial Evolution
Welcome to FMLS:24 – the premier event where influential brands and leaders in trading, payments, fintech, and digital assets come together!
Join over 2,500 industry professionals, engage with 150+ expert speakers, and discover endless opportunities with 70+ top exhibitors. FMLS:24 is where senior executives and decision-makers gather to close deals, forge new partnerships, and strengthen connections with long-term clients.
Whether you’re in finance, technology, or payments, this summit is your gateway to future growth, meaningful collaborations, and industry-leading insights.
👉 Don't miss out – secure your ticket now at https://events.financemagnates.com/ZQEYy0?utm_source=youtube&utm_campaign=fmls24-awareness&utm_medium=video&RefId=MLS%3A24+Video+Promo
#fmls #fmls24 #fmevents #financemagnates #forex #payments #crypto #events #london #fintech #ai #generativeai #technology #onlinetrading #forex #investing #investors #tech
📣 Stay updated with the latest in finance and trading!
Follow FMevents across our social media platforms for news, insights, and event updates. Connect with us today:
🔗 LinkedIn: https://www.linkedin.com/showcase/financemagnates-events/
👍 Facebook: https://www.facebook.com/FinanceMagnatesEvents
📸 Instagram: https://www.instagram.com/fmevents_official
🐦 Twitter: https://twitter.com/F_M_events
🎥 TikTok: https://www.tiktok.com/@fmevents_official
▶️ YouTube: https://www.youtube.com/@FinanceMagnates_official
Don't miss out on our latest videos, interviews, and event coverage. Subscribe to our YouTube channel for more!
Welcome to FMLS:24 – the premier event where influential brands and leaders in trading, payments, fintech, and digital assets come together!
Join over 2,500 industry professionals, engage with 150+ expert speakers, and discover endless opportunities with 70+ top exhibitors. FMLS:24 is where senior executives and decision-makers gather to close deals, forge new partnerships, and strengthen connections with long-term clients.
Whether you’re in finance, technology, or payments, this summit is your gateway to future growth, meaningful collaborations, and industry-leading insights.
👉 Don't miss out – secure your ticket now at https://events.financemagnates.com/ZQEYy0?utm_source=youtube&utm_campaign=fmls24-awareness&utm_medium=video&RefId=MLS%3A24+Video+Promo
#fmls #fmls24 #fmevents #financemagnates #forex #payments #crypto #events #london #fintech #ai #generativeai #technology #onlinetrading #forex #investing #investors #tech
📣 Stay updated with the latest in finance and trading!
Follow FMevents across our social media platforms for news, insights, and event updates. Connect with us today:
🔗 LinkedIn: https://www.linkedin.com/showcase/financemagnates-events/
👍 Facebook: https://www.facebook.com/FinanceMagnatesEvents
📸 Instagram: https://www.instagram.com/fmevents_official
🐦 Twitter: https://twitter.com/F_M_events
🎥 TikTok: https://www.tiktok.com/@fmevents_official
▶️ YouTube: https://www.youtube.com/@FinanceMagnates_official
Don't miss out on our latest videos, interviews, and event coverage. Subscribe to our YouTube channel for more!
FM's Andrea Badiola Mateos at LSEG's Cyprus event
FM's Andrea Badiola Mateos at LSEG's Cyprus event
FM's Andrea Badiola Mateos at speaking in a panel discussion at LSEG's Cyprus event
FM's Andrea Badiola Mateos at speaking in a panel discussion at LSEG's Cyprus event
The Role of PAMM, MAM & Copy Trading in Business Growth Strategies | Webinar
The Role of PAMM, MAM & Copy Trading in Business Growth Strategies | Webinar
The copy trading market is projected to double in size, growing from $2.2 billion to $4 billion by the end of this decade. In light of this, brokers and financial institutions are increasingly adopting PAMM, MAM, and Copy Trading solutions to scale operations and drive profitability. In this insightful webinar, Sergey Ryzhavin, Product Owner at B2COPY, outlines the advanced features of the B2COPY platform, showcasing how it enhances Copy Trading, PAMM, and MAM performance. Sergey also explores strategies for using these tools to attract new clients, improve customer engagement, and create additional revenue streams.
📣 Stay updated with the latest in finance and trading!
Follow Finance Magnates for news, insights, and event updates across our social media platforms. Connect with us today:
🔗 LinkedIn: https://www.linkedin.com/company/financemagnates/
👍 Facebook: https://www.facebook.com/financemagnates/
📸 Instagram: https://www.instagram.com/financemagnates_official
🐦 X (Twitter): https://twitter.com/financemagnates/
📡 RSS Feed: https://www.financemagnates.com/feed/
▶️ Telegram: https://t.me/financemagnatesnews
Don't miss out on our latest videos, interviews, and event coverage.
🔔 Subscribe to our YouTube channel for more!🔔
The copy trading market is projected to double in size, growing from $2.2 billion to $4 billion by the end of this decade. In light of this, brokers and financial institutions are increasingly adopting PAMM, MAM, and Copy Trading solutions to scale operations and drive profitability. In this insightful webinar, Sergey Ryzhavin, Product Owner at B2COPY, outlines the advanced features of the B2COPY platform, showcasing how it enhances Copy Trading, PAMM, and MAM performance. Sergey also explores strategies for using these tools to attract new clients, improve customer engagement, and create additional revenue streams.
📣 Stay updated with the latest in finance and trading!
Follow Finance Magnates for news, insights, and event updates across our social media platforms. Connect with us today:
🔗 LinkedIn: https://www.linkedin.com/company/financemagnates/
👍 Facebook: https://www.facebook.com/financemagnates/
📸 Instagram: https://www.instagram.com/financemagnates_official
🐦 X (Twitter): https://twitter.com/financemagnates/
📡 RSS Feed: https://www.financemagnates.com/feed/
▶️ Telegram: https://t.me/financemagnatesnews
Don't miss out on our latest videos, interviews, and event coverage.
🔔 Subscribe to our YouTube channel for more!🔔
Join us at FMLS:24 to connect with global institutional brokers. Secure your spot today! #fmls24
Join us at FMLS:24 to connect with global institutional brokers. Secure your spot today! #fmls24