03/31/2017
71% not confident advising SMEs on challenger banking products
A recent poll conducted by Bridging & Commercial found that 71% of professionals were not confident advising SME clients on specialist or challenger bank products.
Research
03/31/2017
To- big-to-fail banks rapped for lax risk practices
The report is based on the results of a self-assessment survey completed by authorities having supervisory responsibility for G-SIBs and reviews progress in implementing the Principles during 2016.
03/30/2017
Proliferating AI-backed tools remake wealth management
CRM giant Salesforce is the latest entrant into this arena, dubbing its new cloud-based predictive analytics tool "Einstein"
03/30/2017
Asia's first family office robo adviser platform due for launch
Marvelstone Capital is regulated by the Monetary Authority of Singapore, which approved its licence as a registered fund management company in August last year.
03/29/2017
political uncertainty the year's defining trend
Linedata releases results of its seventh annual survey of the global asset management industry
03/29/2017
Wealth Management in 2017: Oh, the Humanity!
At the 2017 CFA Institute Wealth Management Conference, speakers explored different aspects of the adviser’s role and the ways that a human perspective can be applied to deliver value to clients.
03/28/2017
Equifax survey finds that 56% of UK customers prefer biometric banking
UK consumers are growing tired of traditional authentication methods and would rather use biometrics
03/27/2017
North Korea’s ambition seen in a bid to breach global banks
The Polish banks took the hackers bait, the scheme was detected fairly quickly, and there is no evidence that any money was stolen from the intended targets.
03/27/2017
Engaging a system integrator to orchestrate your core banking transformation
This paper aims to demonstrate the value of engaging a system integrator (SI) in any core banking transformation and to introduce a set of selection criteria to guide decision-makers in selecting the right SI.
03/27/2017
5 hottest trends in FinTech
Interestingly, all appear to be on a pattern that is headed towards the democratization of the financial industry, to the benefit of everyone.
03/27/2017
Is Your Bank’s Sales Strategy Digital-Ready?
To better understand the progress being made at the largest financial organizations globally.
03/22/2017
Advertisers' Digital Marketing Skills Remain Stagnant
Worse, two-thirds of the companies surveyed gave themselves a 60 or lower. In grading terms, that’s a D-minus, at best.
03/21/2017
Applying blockchain in securitization
Opportunities for reinvention
03/21/2017
Despite Brexit chaos, people are more optimistic about the London tech sector than ever
Respondents were more optimistic about Britain than ever, despite the looming spectre of Brexit.
03/21/2017
Can banks really win in the payments business of the future? – new Finextra report
Payments transformation is a force that cannot be ignored
03/21/2017
Wealth management straggles on digital
Second annual report finds that many large, global banks still fail to be digitally ready
03/20/2017
Eric rebuilds research dashboard for asset management industry
The new ERIC platform delivers greater capacity for evaluating and reporting on the research consumed by its buy-side participants
03/16/2017
Robo-advice enabling asset management for the masses
More than 50% of Nutmeg’s customers are first-time investors.
03/16/2017
Robo-advice portfolios boosted by themes and factors
The thematic and factor approaches to building indices have their own individual advantages for digital wealth management services.
03/16/2017
UK FinTech investment figures are simply incorrect
In 2016, investments of quantum size £0-5m increased by 31% to a total of £157m