Managers of Wealth Fintech

Client attitudes to digital wealth services

61% of survey respondents confirmed that the availability of digital wealth services had increased in importance in 2020.

CREALOGIX Insights January 2021 edition: Digital Banking & Wealth

We want to understand how you and your organisation are thinking about these topics

Swiss Private Bank Teams up with Swiss Online Marketplace

As a result of the partnership with FinanceScout24, key4 is cooperating with a leading financing intermediary for the first time. So now FinanceScout24 clients can also benefit from the key4 offering.

CREALOGIX Survey Report – Are we moving fast enough?

Our recent survey of key executives in banks and wealth management firms showed that while most organisations are aware of challengers arriving in their market, not every organisation is taking the competitive threat equally seriously.

Ant Group wins Singapore digital wholesale banking licence

The digital wholesale banks are expected to start operating from early 2022, MAS said.

How to integrate ESG in investment advisory

As a wealth manager, you can derive new business opportunities from ESG by proposing reallocations, triggered by ESG criteria.

Objectway speeds up compliance for investment firms with holistic approach to Senior Managers and Certification Regime (SM&CR)

The most recently published, and the upcoming deadlines of Directory Persons data for dual and solo regulated firms have been putting pressure on financial institutions.

IQ-EQ grabs gold at the Citywealth Magic Circle Awards 2020

The Magic Circle Awards aim to celebrate the best of the best within the global private wealth industry.

So far so good: Quilter moves 70% of assets in replatforming

The road to replatforming has been long and costly for Quilter.

Seven ways to fail at digital user experience in wealth management

David Joyce, CEO, UK at CREALOGIX considers the most common failures in digital user experience design, the knowledge gap in this area and how it may be overcome through partnership with specialists

Goldman Sachs bankers are using flying drones to help clinch billion-dollar M&A deals

Goldman Sachs has been using drone technology to give its clients a bird’s-eye view of the companies they are bidding on, according to Stephan Feldgoise, the firm’s global co-head of mergers and acquisitions.

Brewin Dolphin implements Objectway client management software

During recent months, resilient and natively equipped for digital and remote work, Objectway successfully completed comprehensive training of Brewin Dolphin personnel

Unprecedented Doesn't Mean Impossible by Albert Chiaradonna, SEI

Perhaps we succumbed to the pressure of “it’s good enough because we have always done it this way,” or the comfort of sticking with what we know.

How Smart Technology Turned the Covid-19 Crisis into a Means for Digital Transformation

The digital assistant has determined what your week looks like by checking a variety of sources.

Double Win For Objectway Wealthtech Suite At Xcelent 2020 Awards

The augmented intelligence component and overall scalability of the Optimiser solution is a distinguishing point.

Capgemini highlighted nine key trends that wealth managers will have to contend with in 2021

Enhancing digital capabilities and offering more personalized services will be key wealth management trends for 2021, per Capge

Client Stories: WH Ireland

SEI’s partnership with WH Ireland helped them to deliver change at pace and under pressure.

Recalibrating wealth management through 4 Ps - products, platforms, participants, principles

With customers seeking to place a premium on all things digital / omnichannel, it has become an existential necessity for the industry to move away from archaic business models and explore the immersive realms.

Quodd and IHS Markit form wealth management partnership

The partnership with IHS Markit has been instrumental for QUODD’s bank trust, RIAs, and brokerage customers.

Singapore Robo-Advisor Expands to UAE

The company said its launch is a «natural path to expand the firm into a thriving region.

Wealth & Asset Management