01/28/2021
The ability to use data analytics to improve financial awareness and planning for customers, and to help businesses improve customer personalisation and cross-selling through different channels - mobile, desktop, contact centre agents or advisors - was pa
01/28/2021
With flexible technology and extensive connectivity to post-trade applications, the solution will allow firms to leverage the benefits of a central clearing model while freeing up credit lines
01/28/2021
Van Lanschot Kempen further digitises its investment advisory business in the Private Bank by introducing Objectway’s component for Digital Investment Proposals.
01/28/2021
As a result, wealth management clients are ready for more support throughout their family’s financial lives.
01/28/2021
Temenos’ enhanced corporate loan origination capabilities help banks manage the entire loan lifecycle, from pre-screening to underwriting, due diligence, document capture, credit administration, acceptance and closing.
01/28/2021
Frankfurt-based d-fine joins Avaloq’s global partner network to strengthen the leading digital banking solutions provider’s implementation capabilities.
01/27/2021
Investcorp iPartners was developed in collaboration with iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries.
01/27/2021
Head-quartered in Tokyo, the global asset manager will use GoldenSource Nexus to gain operational efficiencies and focus on growing the business.
01/27/2021
The increase in assets reflects the continued success of UK wealth management clients supported by GBST’s robust, scalable technology.
01/26/2021
New Platform Combines Latest in Tech, Data, and Financial Advice to Create the First Financial Services Platform That Makes The Private Bank Experience Accessible
01/26/2021
How clients and financial advisors can benefit from online services
01/26/2021
StashAway noted that its investment portfolios generated annualized returns ranging anywhere from 16.5% for its greatest risk portfolio to 4.3% for its lowest-risk portfolio since it began offering financial management and investment services in July 2017
01/26/2021
Financial institutions can use Conversational Banking to communicate digitally with their customers and ensure a ’segment of one’ narrative across all channels.
01/26/2021
As with many other areas of need and opportunity in the wealth management sector, there is clearly a strong case for modern technology tools to enhance, scale and build out the offering.
01/25/2021
James Griffin to Lead Global Sales as SS&C Eze Continues Expansion
01/25/2021
After almost a year living and working under the “pandemic siege”, we can now see how financial institutions have responded to these issues.
01/25/2021
Peabody says this not only provides transparency at the team and department levels; it also improves the product management team’s ability to predict delivery dates and make trade-offs.
01/25/2021
SS&C GlobeOp’s Forward Redemption Indicator for January 2021 of 1.78% reflects lower redemption notices than the 2.26% reported a year ago,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.
01/22/2021
Launch new wealth and investment products, compliant with the latest regulations in a matter of days
01/21/2021
The survey of 900 SMEs – conducted during the second lockdown