05/23/2022
The top trends in tech
Which technologies have the most momentum in an accelerating world? We identified the trends that matter most.
Comment & Analysis
05/23/2022
How to engage your private clients to achieve the maximum impact
Implementing a hybrid servicing approach allows a lot of processes to be digitalised because it is more convenient, minimises wait time and ultimately promotes the option of having a browsing style that suits the customer and not just the relationship man
05/20/2022
Working our way back to the office: a hybrid model to reopen safely
Truth is, the last months of 2021 were filled with intentions of bringing our people back to the office at the beginning of the new year.
05/19/2022
How are OIC countries facing up to the AI megatrend?
Artificial Intelligence (AI) is dramatically changing how the world works but it is still unclear whether it will enhance and/or restrict human potential
05/17/2022
Neo-banks Struggling to Make a Profit
After entering the banking market 10 years ago, neo-banks across the world are failing to adapt for a profitable future
05/13/2022
Designing the New Workplace Model
A common thread throughout our panel discussion was change. Whatever your organization experienced during the pandemic, change was constant.
05/11/2022
Spotlight: The tech investments of Brazil's major banks
The 2022 survey, with data from 2021, is yet to be released.
05/06/2022
The Unbanked Population
Opportunities for neobanks and eWallets
04/29/2022
SS&C Finds Enterprises Look to Intelligent Automation to Maintain Business Productivity
A study released ahead of SS&C's Blue Prism World 2022 found enterprise organizations are concerned about meeting growth goals due to challenges in maintaining productivity
04/29/2022
Five key client onboarding challenges that your wealth firm must address
Differing perspectives is just one of the many problems faced by the wealth management industry that have beset clients in their onboarding experience.
04/29/2022
Why Organisations Need to Invest in Digital, Customer-Facing Technology
Customer-centric digital transformation projects can increase digital maturity and deliver more value.
04/29/2022
Adding value through multibanking
The primary use cases for multibanking will be in areas such as account aggregation and transferring funds between accounts.
04/29/2022
Evolving Needs for Fund Administration in Europe
More often than not, a firm simply outgrows its administrator, and may need more outsourcing capabilities.
04/26/2022
The family office behind Musk's $44 bln Twitter buyout
Musk - who is also the chief executive of electric car maker Tesla Inc (TSLA.O) and aerospace company SpaceX - revealed in a regulatory filing last week that the social media company should reach out to its family office as a point of contact regarding hi
04/26/2022
Sandbox - Tears Or Smiles?
Some core system suppliers promote having a sandbox as being a shortcut to evaluating whether their solution will meet potential users’ requirements.
04/26/2022
89% of your clients want an app
89% of UHNW individuals, Baby Boomers and Millennials all said they would have a strong preference for mobile app engagement.
04/25/2022
The Swiss Tradition Is A Perfect Match For Bitcoin
This movement, born out of a longing for freedom and independence, began when the mythical national hero, William Tell, challenged a tyrannical bailiff called Albrecht Gessler.
04/22/2022
The Challenge of Making Banking Fun
This was closely followed by «rewarding» (49 percent) and «emotionally connected» (48%), which at first blush might seem like it was a survey asking patients how much they liked going to the dentist.
04/22/2022
Ortec Finance selected in the WealthTech100 list as one of the world’s most innovative WealthTech Company in 2022
This year’s list highlights the 100 most innovative technology solution providers that are tackling digital transformation challenges and opportunities faced by investment firms, private banks and financial advisors.
04/22/2022
CREALOGIX listed as a strong performer in The Forrester Wave™: Digital Wealth Management Platforms
Wealth management firms are increasingly looking at how to translate the personal touch that is the cornerstone of excellent service into the digital sphere.