10/25/2021
A new digital paradigm for client onboarding
Truth be told about traditional client onboarding: it’s all about slow processes driving poor customer experience.
Wealth & Asset Management
10/25/2021
Itiviti Successfully Integrates NYFIX Matching Post-trade Solution with Broadridge Investment Management Solutions
The new solution will empower Broadridge’s client base with direct access to NYFIX Matching’s automated trade allocation
10/24/2021
Nigeria digital bank Brass raises $1.7m funding round exploring Africa expansion
Brass has thus far served thousands of businesses and helped disburse over $2 million in credit
10/22/2021
Fintech opens Zurich wealth management hub under PB veteran
Estating offers fractional access to individual property investments.
10/20/2021
Acclaim - Adaptable Team, Flat Structure and Flexible Product is a Winning Formula
Considering this context, my response to this question is that we have further enhanced our resilience in terms of working
10/20/2021
SEI Reports Third-Quarter 2021 Financial Results
Our talented workforce is the key to our ability to serve our clients globally and create opportunities for our future.
10/19/2021
Digital change: the magic solution?
The take up for this is very encouraging and firms have seen a significant improvement in client satisfaction as a result.
10/19/2021
Wealth8 partners with WealthKernel to launch an investment app
Headquartered in the UK, Wealth8 is a wealth-management platform helping to connect people with wealth and investment opportunities by providing easy access to global investment products.
10/19/2021
Global private wealth platform Kristal hits 500 mn dollars AUM landmark
It is experiences like these that have made Kristal the no.1 wealth manager in the mass affluent & emerging HNI segment of Asia.
10/18/2021
Client segments have been re-shaped—and advisers need to adapt
The turbulence and uncertainty of financial markets has seen many wealth firms experience an uplift in AUM, with advisers getting closer to clients and becoming the primary touchpoint of their financial lives.
10/18/2021
How Digitalisation Has Made Luxury Brands More Accessible
High-end products are no longer exclusively sold in stores, as the world’s most coveted brands, products, and services are now accessible to all who search.
10/18/2021
NFTs: Has the World of Collectible Art Finally Gone Digital?
As we embrace the digital age, where content online can be easily copied and used, it becomes increasingly difficult to authenticate individual ownership.
10/18/2021
Cryptocurrencies: the most important invention since the internet?
There are plenty of evangelists out there making hyperbolic claims about Bitcoin et al. But just what exactly are cryptocurrencies and is there a business case for them?
10/18/2021
ESG – What does it really mean?
At one end of the spectrum, some wealth managers already have a serious ESG focus.
10/15/2021
What role does digitalisation play in the future of Wealth Management?
Digital acceleration and adoption of new technology in a changed operating model have been catalysts for increased IT spend this year.
10/15/2021
Innovating together: what is happening in Wealth & Asset Management
Openess and API facilitate collaboration and access to innovation.
10/14/2021
Broadridge Enhances Fiduciary Toolkit for Financial Advisors
Enhancement enables financial advisors to leverage ESG rating data in conjunction with pecuniary factors to construct client portfolios
10/14/2021
Membership group launches to support implementation of CBDC
A new membership body supporting the rollout of the UK’s CBDC (central bank digital currency) launches in London today.
10/14/2021
CyborgTech Announces Investment From Leading WealthTech Developer PureFacts to Expand Award-Winning Robo-Advisory Platform
Launched in 2019, Cy helps financial advisors successfully engage with clients throughout the investment journey
10/13/2021
Basler Kantonalbank and Bank Cler committed to providing seamless end-to-end digital client experience with Avaloq
The two banks are expanding their long-standing partnership with Avaloq by moving their respective web and mobile banking solutions to Avaloq’s Engage platform.