05/17/2024
The independent investment firm has maximised its long- standing partnership with Objectway to grow and digitise its business, scaling up operational efficiency, service offering and client experience.
05/15/2024
The software architecture means that the risk, the effort and the cost is shared amongst the client community.
05/15/2024
Private banks often fear that digitisation will lead to the disintermediation of the customer’s relationship manager by an APP or, worse, a robot-advisor.
05/15/2024
FedNow roll out continues Commerce Bank’s progressive modernization from legacy systems to a single, future-ready, cloud-native platform
05/14/2024
The adoption of these technologies signifies a departure from traditional methods, leading to more efficient, secure, and individualised financial strategies.
05/09/2024
Recurring revenues increased $8 million
05/01/2024
Monument’s dedication to the mass-affluent segment is exemplified through exceptional client service and products that help individuals grow and enjoy their wealth.
04/29/2024
If the financial services sector does not take the time to fully understand who these groups are, they will be committing business suicide.
04/25/2024
Broadridge’s customers can now benefit from streamlined workflows and enhanced advisor productivity
04/24/2024
This funding round completes as Fundpath’s client base reaches a key milestone, with 100 asset management firms onboarded.
04/23/2024
RockFi will use the funds to triple its workforce, which currently has 15 employees, by the year-end, expanding its team of private bankers and wealth management experts to cover all of France.
04/18/2024
This solution will enable Kinsted Wealth to improve client experience with a 360° client view
04/10/2024
Laserfiche enables organisations to digitalise their business processes and manage their files effectively
04/10/2024
Firms must consider their operational capacity, skills, return on investment, and the desired level of client engagement.
04/09/2024
With this funding, we’re poised to disrupt the £1.2 trillion in assets under management within the wealth management sector in the UK
04/08/2024
Our own results demonstrate that enhanced client-facing texting and messaging services can increase front office productivity by 25% while boosting client-facing time by 5–10% through enhanced collaboration.
04/08/2024
With the growth of family offices worldwide, technologies enabling access to private markets as an asset class have been quick to capitalise on an emerging opportunity.
04/08/2024
Costello pointed out that the absence of such connectors leads to bottlenecks impeding the efficiency of operations and innovation efforts.
04/05/2024
Chosen by a distinguished panel of analysts and industry experts
04/04/2024
Both wealth managers and institutional investors showed similar strong predictions about the impact of decentralised finance (DeFi) solutions on traditional finance institutions.