03/30/2021
Contemi’s latest version of its Corporate Actions solution uses modern technology to cut through these challenges, targeting STP rates for voluntary events of 85% or higher whilst improving customer service to all stakeholders.
03/30/2021
April Rudin's article from TWM's US Wealth Technology Landscape Report (2021)
03/29/2021
The app also enables customers to fund their portfolios from ATM machines, facilitating crucial offline-to-online interaction.
03/29/2021
The combination of our technology, solutions and people will unlock significant value for our clients and drive long-term growth for our combined business.
03/26/2021
92% of Asian consumers say that businesses need to enhance disinfection protocols if businesses wish to restore visitor confidence when visiting leisure and entertainment venues
03/26/2021
One of today’s greatest minds, Bill Gates, predicts the way we live and work will change dramatically and permanently post-Covid19.
03/26/2021
Other factors that have already started to impact on the wealth management sector, in North America and globally – such as fee compression and wealth transfer towards the younger generations of investors – will further spread their effects.
03/25/2021
Recent studies have shown that vulnerability can be exacerbated by the processes of firms if it isn’t taken into account.
03/24/2021
New collaboration capability aids the digital transformation of wealth management firms and advisors.
03/24/2021
The exact definition of non-bankable assets can vary from source to source.
03/24/2021
In 2020, the market has continued its growth in terms of assets but experiencing lower profitability.
03/24/2021
The re-contract reflects significant collaboration between SEI and Brewin Dolphin over the last 12 months
03/24/2021
Collaborative workflow solution powered by Broadridge’s post-trade data provides operational efficiency, risk reduction and cost savings for sell side
03/24/2021
The ease and speed follow on from the banking sector’s push to encourage more clients into digital workflow solutions.
03/22/2021
The concept of a paperless society was conceived in 1978 by Frederick Wilfrid Lancaster
03/22/2021
Nigel Armstrong, Head of Wealth and Asset Management at Blue Prism says that digitization though robotic process automation has so much to offer the wealth management industry
03/19/2021
The portfolios are comprised of funds managed by JP Morgan AM, Natixis IM’s Mirova, Pimco, Schroders and UOB Asset Management-Robeco.
03/19/2021
Holistic wealth management. Digitally enabled. Data driven
03/19/2021
We look forward to discussing these topics
03/19/2021
The survey report investigated what stage is reached in terms of ESG integration within a risk aware investment process, and its implications on the digital experience.