Managers of Wealth Fintech

Progeny to grow tech team as it eyes next generation of clients

“Technology will play a key role in reaching this demographic and in helping us succession plan our client base in the years to come.”

Technology to the rescue for advisors & wealth managers that have no time for Social media

Social media is already the second biggest item of marketing spend for them and 68% believe that Social media spend will increase going forward.

SEI to Host Fireside Chat at Raymond James Conference

SEI will also host one-on-one meetings throughout the day.

European financial institutions estimated to lose over €5bn every year on customer acquisition

By making conservative estimates of the cost of customer acquisition including advertising, sponsorship and promotion, personnel wages, and customer support—and allowing for multiple applications by the same person, P.A.ID Strategies conservatively

How open banking is driving payments innovation

According to MoneyHub, 42% of financial management platform users now have more than one bank account, while 65% of challenger bank customers continue to have accounts with their existing high street banks.

Two faces of Covid-19 impact

Measuring the pandemic’s impact on social values, emotions and priorities in 24 countries

The Results are in - Manual Processes are out!

The main message is clear. Embracing automation technology delivers efficiency and ensure that Insurance firms are operationally resilient.

How Telemarketers Can Effectively Communicate with Customers and Maintain Compliance During a Pandemic

This has left many companies to wonder the most appropriate ways to engage prospects and customers while maintaining legal compliance.

The next chapter: Driving technology leadership in the public sector

Leadership transitions are an opportune time for public-sector CIOs to accelerate technology modernization using our three-vector strategy.

American Dream: The European fintechs (hoping to) conquer the US

Is the American dream accessible for European fintechs, or has the pandemic put a spanner in the works?

5 reasons to upgrade your workforce management technology now

From employee health and safety protection to workforce planning, how workforce management technology can help you prepare for the future of work.

Efficiency - what’s holding investment managers back by Andrew Foster, Iress

The UK wealth management industry is now spending over £1 billion on IT and operations in a quest for ever more efficient, competitive and profitable ways of working.

Is Italy warming up to robo-advisers?

High costs put pressure on very traditional financial services sector

Three trends that will drive fintech growth in 2021

Increased demand for access to alternate financial services and sustainability set to join health and hygiene as top-of-mind issues for fintechs in 2021

Companies make use of technology to reach out to seniors

Companies such as OCBC and Hong Leong Foundation have found a way around Covid restrictions to continue spreading cheer to seniors

Speculative Fictions: Gamestop, Bitcoin and Beyond by Coutts

Investors are reportedly making fortunes from their sofa using online trading apps to pursue highly speculative assets and trading strategies.

CBA 2021 Technology Update

Accelerating CBA's digital strategy to provide best-in-class customer experiences.

COVID has worsened inequality even as the rich thrive: Oxfam

Rising inequality means it could take at least 14 times longer for the number of people living in poverty to return to pre-pandemic levels than it took for the fortunes of the top 1,000, mostly White male, billionaires to bounce back.

Dealing with the effects of climate change through climate adaptation

EBRD joins call for more reporting of climate risk

How to manage your social media risks

In its latest Market Watch newsletter, the regulator warned of the increased risks associated with homeworking, specifically reduced monitoring capability and the use of social media and apps like WhatsApp to conduct business.

Comment & Analysis