Managers of Wealth Fintech

Wealth Dynamix Wins 'XCelent Functionality Award' in New Wealth Management CRM Report

The award was revealed in Celent's CRM Platforms: North America Wealth Management report

Australia’s Newest Digital Bank Goes Live on Temenos to Champion Fairer, More Human Banking Experiences

The new digital bank was built on The Temenos Banking Cloud to disrupt the Australian retail banking market with fast, simple, fairer and more human banking

SMArtX Expands Partnership with SS&C's Black Diamond Wealth Platform

Seamless API and data integration enhance business process automation

Wealth Dynamix Wins 'XCelent Functionality Award'

The judges awarded the top rank for 'breadth of functionality' to the WDX1 platform from Wealth Dynamix following an extensive review of the platform's capabilities

Digital Banking UX in Islamic Finance

At first glance, this market expects the same as all consumers – convenient mobile-first banking via a secure app and a seamless, omnichannel experience for in-person support where needed.

WealthTech Views RegTech Report: The view from InvestCloud

Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by Alessandro Tonchia, Head of Strategy at InvestCloud Private Banking & Wealth

Mako Fintech Secures $2M Seed Funding Led by Desjardins Capital

The financing was led by Desjardins Capital, with participation from a group of top-tier angel investors, including many current and former CEOs and other senior executives at a variety of financial institutions.

What’s Next for ESG?

During the past five years, the investment decisions and priorities of managers and advisors over the wealth and investment industry have evolved significantly.

Broadridge Acquires Innovative Post-Trade Solutions Business

Alpha Omega brings invaluable expertise in advanced FIX-based technology for asset managers and broker/dealers in all areas covering automated allocation, confirmation and affirmation of trades for equities, fixed income securities, and derivatives.

Are asset managers long on plans, short on action in data science?

Survey finds nearly all investment managers focusing on data and analytics to improve outcomes, but most lagging in capabilities

Family offices in EMEA region focus on ESG investing, shy away from cryptocurrency

Analysis from Goldman Sachs found that the EMEA region is the most focused on green investment, with 80% of regional respondents saying they are 'extremely focused on implementing ESG principles'

Ninety One Extends Transfer Agency Partnership with SS&C

SS&C GIDS brings superior client service, digital offerings to relationship

The Banker names BBVA the most innovative bank in Europe

BBVA's digital transformation effort in recent years has proven to be a tremendous advantage in the challenging circumstances caused by the global Covid-19 pandemic.

WealthTech Views RegTech Report: The view from IMVS

Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by John Motley, Director, IMVS

In it to win it – right place, right time and right offering

Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Larry Campbell, Partner and Head of Financial Services Strategy at KPMG China

SEI Expands Technology Offering with Wealthbox

Strategic Partnership Provides Advisors Integrated Technology Ecosystem for Client Engagement and Business Growth

How Emotional Design fits inside a great CX

Reviewing the various research it’s easy to conclude that customers who have an emotional connection with a brand have a 300% higher lifetime value

RBC Taps Broadridge to Facilitate Digital Platform Overhaul

Broadridge's next-generation Wealth Management Platform is an open, industry-level platform offering an integrated and modern front-to-back-office solution, leveraging best-in-class technology.

WealthTech Views RegTech Report: The view from Arctic Intelligence

Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by Rosie Davitt, Head of Sales, EMEA, North America, Artic Intelligence

Open Finance: A New Era of Collaboration is Coming

It means embracing better ideas from open minded people and the collaboration of smart companies, so smart ideas are not monopolised and are shared

Wealth & Asset Management