10/16/2018
Digital Wealth Manager Liqid Raises €33M
The company is using the funds to continue to expand operations.
Wealth & Asset Management
10/12/2018
CIBC FirstCaribbean is harnessing technology for the benefit of its customers
Forward-thinking banks like CIBC FirstCaribbean have made technology central to their operations in order to offer customers the most reliable and adaptable financial products and services
10/11/2018
The Future Advice Customer: A Very Different Person
For inspiration, we need to look at how other brands are using machine learning to enhance the life of our customer while also driving their business forward.
10/11/2018
Financial Services in The Bahamas: Beating Disruption with Innovation
The Bahamas Government has made digital technology a critical element of the national development plan.
10/10/2018
HSBC Global Private Banking Partners with iCapital Network to Enhance Alternatives Offering for High Net Worth Clients
The partnership is part of Global Private Banking’s initiative to enhance investment management capabilities and expand its product offering for high-net-worth clients.
10/09/2018
Wealth tech firm gets new owners
FNZ is now the European market leader with a broad service offering.
10/08/2018
BITA Risk and First Rate Partner to Offer Integrated Wealth Management Solution
“We believe that it will be a step change to be able to bring the opportunity of full GIPS compliant performance analysis to our clients,” said Daryl Roxburgh, Global Head of BITA Risk.
10/08/2018
Singapore's first robo-advisor unveils next level in customer experience
CONNECT by Crossbridge has also optimised its existing user interface based on extensive user testing and analysis to provide an enhanced wealth management experience.
10/08/2018
Nutmeg loss deepens as regulatory burden bites
The robo-adviser has also launched fixed portfolios, to complement its previously offered fully managed service to approach new type customers, last year.
10/04/2018
Capgemini acquires 20 percent stake in Indosuez's outsourcing arm
This equity investment confirms the strategic ambition of the two groups to set a global benchmark in technology outsourcing services and banking transactions for the wealth management sector and mid-sized universal banks.
10/02/2018
Credit Suisse to Use Apple Business Chat for Rich Asian Clients
A former Jefferies Group LLC banker was fined in the U.K. last year for sharing confidential information on WhatsApp.
10/02/2018
UK-based wealth manager selects Cybereason
"Cybereason is the only company that doesn't repurpose off-the-shelf-database technologies and generic machine learning algorithms."
10/01/2018
RBS prepares to launch new digital bank
It is reported that RBS executives aim to migrate one million customers from its NatWest subsidiary to the new mobile-only banking platform, although no customers will be forced to switch.
09/30/2018
Automation For The Bank And For The Advisor by Objectway
This is a boon for every wealth management organization as of today
09/26/2018
SEI Advisor Network Gains New Identity as Independent Advisor Solutions by SEI
Change Reflects Enhanced Technology Solution, Financial Advisory Firms Transition to the SEI Wealth Platform
09/26/2018
Avaloq named Overall Winner in FinTech Rankings
Now in its 4th year, the IDC FinTech Rankings Real Results Awards recognizes IT providers that have enabled a genuine, measurable, and future-enabling change at a client financial institution in the worldwide financial services industry.
09/26/2018
ERI featured in the IDC FinTech Rankings Top 100
The IDC Fintech Rankings, now in its 15th year, is the global industry standard register of financial services tech providers.
09/26/2018
Objectway rises in top 100 list of global providers of financial technology
The annual IDC FinTech Rankings has become an important measure of the direction of technology in the industry and the emergence of innovative solutions from new players.
09/26/2018
Swiss firm announces major jobs boost in Edinburgh
With more than 2,000 staff spread across Europe, Asia and Australia, Avaloq serves a mixture of banking and wealth clients in the UK, including such big names as Barclays, Smith & Williamson and Coutts.
09/25/2018
Transforming The Client-Advisor Experience: The Holistic Approach
Implementing a robust, enterprise level Client Lifecycle Management solution is the game changer.