06/26/2019
Many banks rely on our technology and services on their wealth journey, and working with them, we see that more and more data is produced every day, while an increasing amount of regulations impacts the preparation time for advice.
06/25/2019
Waddell & Reed outsources transfer agency and compliance services mandate
06/25/2019
The new proposal generation module allows users to have a one-click proposal initiation on existing client portfolios.
06/25/2019
We are thrilled to work closely with them to help them future-proof and digitise their business and set a new standard for the industry.
06/25/2019
The report, by Schillings and Campden Wealth, found that over a third (38%) of participants did not have a cybersecurity plan in place, despite 98% of families citing reputation as important to their family’s success.
06/24/2019
Wealth Dynamix’s offering now provides an end-to-end Client Lifecycle Management solution to help engage and nurture prospects, onboard new clients and manage/service client relationships.
06/20/2019
The judges were impressed by the WDX1 Client Lifecycle Management solution and its 3 modules
06/20/2019
As of June 2018, 27 asset management companies had leveraged Caifuhao’s AI capabilities to increase operational efficiency by 70%.
06/20/2019
The new functionality takes advantage of the Platform’s open architecture to gather multi-sourced data, which is then transferred to FinoComp for disclosure calculation and production.
06/20/2019
Traditional private bankers are used to the human touch, and some may find it challenging to accept what technology can offer.
06/19/2019
A family ofce’s reputation and brand awareness could also have an impact on deal negotiations, talent acquisition and long-term performance, according to Ernst & Young’s Family Ofce Guide.
06/18/2019
Tech required by UHNW investors is more sophisticated
06/18/2019
The bank recently selected the Temenos Continuous Deployment product to speed up its software delivery and rapidly launch new innovations.
06/18/2019
Both HNWIs and mass-affluent investors want to enhance their relationships with wealth managers through more personalized services
06/14/2019
An asset manager’s commitment to technology is highly correlated with revenue growth, a new survey finds.
06/13/2019
Taking an agile approach to digital evolution in a bank while making the necessary investments and adopting the necessary long-term cultural changes certainly requires a top-down strategy, putting digital transformation at the heart of the bank.
06/12/2019
Client-facing digitalisation is slow to appear in the Philippines, where there is more back-office activity thus far.
06/12/2019
Simply working at Facebook doesn’t cut it.
06/11/2019
Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.
06/10/2019
“Broadening the suite of capabilities available to investment manufacturers through our integrated platform has been an important strategic initiative for us,” said Bryan Dori, Archer CEO. “The BITA integration is one of the ways we&