07/29/2021
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
Wealth & Asset Management
07/29/2021
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.
07/27/2021
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
07/27/2021
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
07/27/2021
Credit Suisse backed FundsDLT to go live with Azimut Investments
Apart from the fund manager’s fees, Fitz Partners found that distribution costs for cross border equity funds make up 61% of fees, with administration coming a distant second at 23%.
07/27/2021
Bambu and Moven join forces on digital wealth management
The team at Bambu works with some of the world’s largest banks to design and build digital saving and investment platforms.
07/26/2021
Building a Better Marketing Engine for Asset Management
New report details how marketing is evolving and the actions marketers can take to drive superior outcomes.
07/26/2021
Bank of England’s ‘Britcoin’ will drive the price of Bitcoin higher
“If the Bank and government officials believe Britcoin will supersede Bitcoin, they are mistaken. In fact, it will have the opposite effect.”
07/26/2021
Embedded ecosystems – the road ahead
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Matthias Plattner, Head of Channels and Innovation at Julius Baer
07/23/2021
JPMorgan to give all wealth clients access to crypto funds - Business Insider
Its advisers are allowed to execute only "unsolicited" crypto trades, Business Insider said, adding that advisors cannot recommend products but only buy and sell on behalf of clients' request.
07/23/2021
Pascal chosen for ventureLAB accelerator program
Fintech provider to receive advisory support as it takes digital wealth management platform to market
07/23/2021
SIMON raises $100 million for Digital Wealth Management Platform
This funding round enables SIMON to further advance its core offering across structured investments and annuities, while driving additional growth initiatives centered on product and geographic expansion.
07/22/2021
Prometia and Fabrick apply Open banking and AI to launch new digital wealth platform
The Global Investment Portfolio solution is unique on the market thanks to artificial intelligence algorithms developed by Prometeia which create a holistic overview of the overall financial portfolio of an investor.
07/22/2021
InvestCloud wins wealth management deal with BNP Paribas
BNP Paribas Wealth Management selected InvestCloud’s solution based on InvestCloud’s leading automation technology to bring operational efficiency to onboarding of HNWIs
07/22/2021
How Impact Technology Can Help Family Offices Move The Dial
This lack of data opens investors and family offices to the risk of inadvertently investing in something that is not strategically aligned with their objectives and values.
07/22/2021
New fully automated Custody platform for global operations in Axia Suite
Capitalising on international know-how, Axia Custody accelerates the communication by also supporting 2-Way Allegement functionality.
07/21/2021
Brooks says landmark tech overhaul on track despite CEO switch
As part of its partnership with SS&C Technologies, Brooks will provide its advisers and clients with a new front-end portal and migrate assets currently run on JHC Systems.
07/21/2021
SEI Reports Second-Quarter 2021 Financial Results
Diluted earnings per share were $0.93 in second-quarter 2021 compared to $0.68 in second-quarter 2020.
07/20/2021
Credit Suisse leads $20 million round in financial data company Daloopa
With the financing in place, the company intends to extend its software to extracting detailed financial fundamentals from the financial filings of all public companies globally
07/20/2021
WealthTech Spotlight: In discussion with Alt/Ave
Chris chats to us about his background and reasons for setting up ALT/AVE, his team, the offering the firm has brought to market and its benefits, why it was built on Blockchain, their target market and more.