01/10/2024
Customer expectations, digitalization, and data aggregation will take the spotlight, says Canadian wealth tech leader
01/09/2024
With its software, Zilo says firms can replace their legacy and end-of-life systems for a digital, real-time user experience. Its first client went live on its platform in July 2023.
01/08/2024
Marking a new era in wealth management, this award-winning collaboration leverages Salesforce to redefine the wealth management landscape, showcasing a commitment to technological excellence and a customer first approach
12/18/2023
As a result, outsourcing strategies gained traction, aiming to introduce flexibility into operational bases and address persisting challenges in cost reduction and efficiency.