05/15/2019
Zoe Financial Wins Morningstar's Annual Fintech Competition
The head of the digital lead generation site says it has already connected $100 million in new client money with advisors.
Wealth & Asset Management
05/14/2019
Contineo launches a Lifecycle Management module as a client engagement tool for Wealth Managers
Taken together, these capabilities allow wealth managers to enrich their client interactions with better, more timely information
05/10/2019
Australian SME challenger bank goes live with Temenos
Judo Bank selects cloud-native, cloud-agnostic Temenos T24 Transact to transform the SME experience
05/10/2019
Mada Capital signs for Profile Software Axia
MADA Capital is a financial group based in Dubai, providing financial services and advisory including asset management, fund management and growing wealth for individuals, family offices and institutional investors through tailor-made solutions and global
05/09/2019
Focus on mobile wealth management
It is not possible to even list all the features in a review of this length, but this is a system for firms who want to engage with wealth clients across all generations.
05/09/2019
Bank workers who survive robot uprising stand to make more money
Forty per cent of existing jobs at financial firms could be automated with current technology, McKinsey said.
05/08/2019
ERI has announced a new partnership with the Geneva-based company
The two companies have collaborated to integrate Integraal’s Solutions for Finance suite into ERI’s OLYMPIC Banking System software package using an API.
05/08/2019
SS&C Celebrates Black Diamond Wealth Platform $1 Trillion in Assets Milestone
Black Diamond manages complete wealth picture with purposeful suite of tools and best-of-breed integrations for more than $1 trillion assets
05/08/2019
The Transformation of Client Engagement
You may have heard reports in the industry about a new private wealth management proposition called focus:wealth.
05/07/2019
Moving to a low-carbon future – why banks and companies need to step up by Bill Winters, Standard Chartered Bank
We’re making progress on understanding our contribution to climate goals, but cannot go it alone
05/07/2019
Stockholm-based fintech wins ‘Best Pitch Award’ at Avaloq’s inaugural Fintech Tuesday avaloq.one event
Cboe Vest Technologies won after a five minute live-demo to an audience of financial institutions, fintechs and other industry stakeholders.
05/07/2019
Sumitomo Mitsui Trust Bank (Japan) selected Acumen-net to be deployed across 6 Overseas Offices to support their Treasury Operations
Acumennet will also support flexibility and efficiency of operations by integrating several dealing platforms currently used by SuMiTB.
05/07/2019
Resolving the Corporate Actions Paradox -The Case for Automation
An example of this would be reducing the risk of missing an event or improving the quality of event information by receiving notifications from more than one source.
05/07/2019
Digital Banking Platforms Market Evolving Technology and Growth Outlook 2019 to 2025
The report covers the competitive landscape, which includes M&A, joint ventures and collaborations, and competitor comparison analysis.
05/03/2019
Wealth Management Clients Want Simple and Connected Solutions
More people are willing to pay for financial advice, but what clients value is changing rapidly.
05/02/2019
Think you're ready to automate your client reports? by Marc Dukes
It may sound over-simplistic, perhaps even trite, but investment managers must be clear about why they want to automate and have defined the outcomes they are seeking.
05/02/2019
Solving the Corporate Actions Paradox – Reducing Risk, Increasing Efficiency whilst Improving Services
The industry response to this risk and complexity has been to establish best practice, but this has introduced the paradox that risk can be reduced, efficiency increased, and services improved, but rarely all together.
05/02/2019
RIA distribution: 3 things we can expect in 2019 and beyond
The RIA market is facing the same disruption and challenges being felt across the wealth management industry.
05/02/2019
Making the switch from PortfolioCenter to Black Diamond
The challenge then, for Berman McAleer was to take on this data conversion task. “I personally reviewed over 350,000 lines of data during the year that it took to make the switch,” says Kim Silvestri, Director of Investment Operations.
05/01/2019
Banking on the Future of Women
Digital financial services are cutting out the middleman to equalize opportunity