Managers of Wealth Fintech

Why Wealth Managers Need Effective Client Onboarding by Shane Meredith, Contemi Solutions

This failure drives clients away because onboarding is the formal process of bringing a customer into a platform.

Build Greenfield: How Traditional Banks Are Breaking the Mould

“A whole new world: How technology is driving the evolution of intelligent banking”, 36 percent of respondents selected launching a digital bank as their preferred innovation strategy.

A Global View Of GDPR Progress

Participants in this study work in a variety of departments

Wealthy millennials turn to fintech solutions

This is also reflected in millennials’ lack of loyalty to a single wealth management provider.

Ex-Barclays innovation head: There's 'opportunity to re-think value'

Rutter’s comments, made in her first interview since leaving Barclays, come as auditors and investors around the world struggle to value companies and account for things like environmental impact.

Calypso Voted Collateral Management Product of the Year for Fourth Year Running in Asia Risk Awards

Recipient of this accolade for the fourth consecutive year, Calypso Collateral Management is clearly acknowledged as a leader in this space.

Saeed Hareb Al Darmaki on the future of crypto assets

Within this framework, know-your-customer and anti-money-laundering validated customers can be on-boarded onto an exchange that permits them to start placing buy and sell orders on the cryptocurrency platform.

Swiss WMs fear one-third of industry jobs at risk of AI

At the extreme ends, less than one in 10 thought that more than 75% of jobs would disappear to AI, while only 2% believed less than 5% would be disrupted.

World Bank urges African countries to make bold decisions for digital transformation

The growing youth population makes it more urgent for Africa to invest in technologies that will create more and better jobs

How Bitcoin and Blockchain are Impacting the Middle East

The UAE government elected to focus specifically on promoting the use, study, and investment in cryptocurrencies and their technologies.

India's Yes Bank nears deal to sell stake to tech firm - CEO

The board has given India’s fourth largest private lender the go ahead to raise more growth capital.

Digitisation essential for wealth managers says Nucoro

The report finds that this is being driven by the rise of automation facilitating scalable growth, and the transformation of customers where their expectations, needs, behaviours and demographics are changing.

Being Part of the In Crowd

How to harness the power of a connected network.

Five Signposts for Making Every Personalized Client Journey a Success

Twenty-five percent of consumers surveyed stopped doing business with a company not because of product problems, but because the firm didn’t personalize their experience.

Geneva WM on how technology is changing the industry

The asset management industry is undergoing an unprecedented transformation.

AI ethics: A business imperative for boards and C-suites

What does responsible AI look like—and who owns it?

The fight against skimmers and scammers by Charles Randell, Chair of the FCA

Speech by Charles Randell, Chair of the FCA, delivered at the Cambridge Economic Crime Symposium.

Mastering the operational challenges of hybrid funds by Umer Malik, SS&C

The idea of having access to both liquid and illiquid investment strategies through a single vehicle is appealing to both individual and institutional investors.

SA: Sasbo wants moratorium on bank retrenchments

Sasbo general secretary Joe Kokela says: “We are not against digitalisation; it is how they have gone about it.

LGPS appoints tech firm to monitor investment costs and charges

Managers that sign up to the LGPS’ cost transparency code promise to “put in place the systems

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