03/24/2022
With the expertise delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross-generational needs and thrive in a digital age.
03/23/2022
InvestCloud works with Oppenheimer on digital wealth platform
The platform uses behavioral science for client journey mapping, as well as improving digital engagement and the advisor-client relationship.
03/22/2022
Digital business models have emerged within the wealth management industry in the last decade.
03/22/2022
Operating within an increasingly digital landscape and serving next-generation clients
03/21/2022
All digital assets are selected according to a rigorous process which combines quantitative metrics and in-depth qualitative analysis.
03/21/2022
Partnership and Connection at the Core of Organizational Transformation and Future Growth
03/21/2022
TrustQuay Portal enables corporate services and trust administrators to deliver their clients a unified view across all of their structures and provides access to this information anywhere, anytime and on any device.
03/21/2022
Each of these categories is highly contested with a small group of finalists chosen from a large pool of entrants before an ultimate winner is selected by the advisory board.
03/21/2022
Knoch's leadership and hard work continues to be recognized by financial advice and investment industry
03/21/2022
To be recognized for this by FSTech and named the best technology provider amongst the competitive shortlist is a proud achievement and shows the unique strengths of our cloud banking platform.
03/18/2022
This unprecedented situation of having to conduct meetings with clients over Zoom was a first for many clients, but it proved to usher in a new way of thinking about how wealth advice can and should be delivered.
03/17/2022
Gael Itier, CEO and co-founder of akt.io explained: “What we are going to propose is an alternative to the aging banking system, specifically personal finance and savings, which is the last sector to resist technological innovation, as traditional f
03/17/2022
The report also noted that reference customers highlighted our platform’s reliability, validated the strong front-end experience, and noted our responsiveness and good implementation support.
03/17/2022
The takeover specialist helped sell startups Bexio and Flatfox to Mobiliar insurance while at GCA Altium
03/16/2022
Glue42 Iress Connector automates and optimizes trading workflows to increase efficiency for business and technology users
03/16/2022
Refinitiv partners Vestorly on AI-driven marketing tools for wealth management providers
Refinitiv has a rich history of servicing the Wealth Management industry from front to back office.
03/16/2022
A programmable card account enables a business or private banking client to create code that runs before or after each transaction,” said Maharaj.
03/15/2022
Business models rapidly evolved, and with them, client expectations.
03/14/2022
These emerging investors are more discerning and require digital solutions to cater to their fast-paced lifestyle.
03/11/2022
The single biggest efficiency gain for any cyclist comes from all the riders around you