02/20/2018
We asked Peter Schramme, Chief Business Development Officer, that question about disruption and he suggested to weaken the word a little, because every new thing that pops up is called disruption today.
02/20/2018
Swiss Fintech firm to bid for U.K. company
There can be no certainty that any offer will ultimately be made for Fidessa.
02/20/2018
BBVA Switzerland is the first private banking organisation to adopt DocuSign in Europe.
02/16/2018
Among these new features is the organization’s web terminal, designed and delivered by LzLabs
02/15/2018
The technology recognizes customers in an instant, allowing relationship managers rapid access to their records.
02/15/2018
The jury found that ERI “has a well-established system that is widely used and intuitive.
02/14/2018
Top of the Pyramid report by Kotak Wealth Management said that while robo-advisory has become fairly popular with investors in developed countries, it is at a very nascent stage in India
02/14/2018
In a survey of more than 803 advisors, about three quarters of all respondents recognize the importance of state-of-the-art technology.
02/13/2018
Partnership will enhance Kestra Financial’s innovative, integrative technology offerings to its advisors
02/13/2018
Ortec Finance joins companies such as Thomson Reuters, Actico and UnaVista on the platform, which looks to connect the banks in the Avaloq Community with providers of specialist digital banking solutions.
02/13/2018
Retail banking is the heart of Crédit Agricole, and the group really wants to develop in markets that are really close to its own culture and geographical reach, so going to Greece was a bit far away.
02/13/2018
eMoney’s client portal will offers clients of Kestra Financial advisors a real-time, on-demand financial experience.
02/09/2018
The combination will accelerate the work of both companies to provide individuals and institutions of all sizes efficient access to alternative investments.
02/08/2018
Platform provider breaks through £1 billion assets mark in first year of operation
The service, marketed as Tercero Cloud, fully integrates an open digital portal, including published APIs, enabling clients to design their own user experience whilst retaining the benefits of a fully-proven, core processing system.
02/08/2018
“Our view is very simple – the risks for those providers or service companies that do not have a digital platform is that many will just fade away.”
02/07/2018
NelsonHall identifies vendors as Leaders that demonstrate a high ability relative to their peers to deliver immediate benefits to clients as well as meet clients’ future requirements.
02/06/2018
The 2017 giving spree was fueled by huge donations from many relatively young major philanthropists who are still accumulating great wealth — and who are likely to make big gifts for years to come.
02/05/2018
“Our unerring focus is moving wealth management and the customer experience into the digital world.”
02/01/2018
Diluted earnings per share were $0.75 in fourth-quarter 2017 compared to $0.55 in fourth-quarter 2016.
02/01/2018
Multrees is offering instant transaction reporting, not just where it acts as a custodian, but for all assets on its platform.