12/07/2020
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.
12/06/2020
The digital wholesale banks are expected to start operating from early 2022, MAS said.
12/03/2020
As a wealth manager, you can derive new business opportunities from ESG by proposing reallocations, triggered by ESG criteria.
12/03/2020
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.
12/02/2020
The Magic Circle Awards aim to celebrate the best of the best within the global private wealth industry.
11/30/2020
The road to replatforming has been long and costly for Quilter.
11/29/2020
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
11/26/2020
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.
11/26/2020
During recent months, resilient and natively equipped for digital and remote work, Objectway successfully completed comprehensive training of Brewin Dolphin personnel
11/25/2020
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.
11/25/2020
The digital assistant has determined what your week looks like by checking a variety of sources.
11/23/2020
The augmented intelligence component and overall scalability of the Optimiser solution is a distinguishing point.
11/23/2020
Enhancing digital capabilities and offering more personalized services will be key wealth management trends for 2021, per Capge
11/23/2020
SEI’s partnership with WH Ireland helped them to deliver change at pace and under pressure.
11/19/2020
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.
11/18/2020
The partnership with IHS Markit has been instrumental for QUODD’s bank trust, RIAs, and brokerage customers.
11/17/2020
The company said its launch is a «natural path to expand the firm into a thriving region.
11/17/2020
Investment Insights was developed as part of BNPP AM’s broader investment in technology, aimed at enriching and automating its investment processes and client communications.
11/17/2020
Avaloq Insight is built on an open, modular platform that minimizes complexity by integrating data input from various sources.
11/17/2020
"Our continuous release schedule allows our clients to be more proactive and better positioned to take advantage of market opportunities."