10/20/2020
Refinitiv, NRI Launch Refinitiv BETA and I-STAR/GX
The high-volume solution offers a single-stock record across all asset classes and markets, driving domestic and international corporate actions processing.
Wealth & Asset Management
10/16/2020
Asian banks must get digital strategy right to keep edge over virtual peers
Shares of Asian banks have been hit this year amid high provisions to cover for potential bad loans due to the coronavirus pandemic, prompting banks to reduce dividend payments.
10/16/2020
London fintechs weather the storm as digital adoption accelerates
San Francisco follows with 107 deals and Paris comes in second in Europe, with 40 deals.
10/15/2020
Avaloq signs its first Taiwan-based client
The agreement will see the Taiwanese bank implement Avaloq’s market-leading wealth management software across its private banking division in Taiwan, Hong Kong and Singapore.
10/15/2020
What we’ve learned so far from the nextgen wannabes by Martin Whybrow
The other big question is how will the existing suppliers react?
10/15/2020
UBS Helpetica – the new platform for volunteering
UBS is launching "UBS Helpetica", a new platform for volunteering in Switzerland.
10/15/2020
Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform
Next-gen data engine expands platform benefits, increases efficiency, accuracy and speed of advisors’ operations, coincides with new FinTech industry partnerships
10/14/2020
The New Customer Relationship in Wealth Management
Whilst the promise of new products has been largely unrealised, banks have been forced to embrace digital to stay ahead of the disruptors, and arguably are providing a better service as a consequence.
10/14/2020
Digital Wealth Manager SIMON Adds New ETFs to Platform, Launches New Marketplace
Financial professionals that use the SIMON platform will now have the option to consider adding the “attributes” these products can bring to a customers’ investment portfolio
10/13/2020
FlowBank Selects Temenos SaaS to Rapidly Launch Swiss Digital Bank and Reinvent Online Investor Experience
The bank aims to meet the needs of both sophisticated and new investors, who wish to manage their banking and investments on their own.
10/13/2020
Wealth Dynamix Formalises Partnership with Chappuis Halder & Co. to Embed Client Lifecycle Management within Best Practice Digital Transformation Initiatives
The formalisation of this partnership builds upon an already solid and proven foundation of collaboration.
10/13/2020
Avaloq launches social messaging app
Use of digital channels and the demand for new ways of client interaction have accelerated during the COVID-19 pandemic
10/11/2020
StanChart Tech Boss Heeds Bank’s Post-Wuhan Stress Lessons: Q&A
The pandemic drove thousands of older customers online for the first time, stress-testing technology for a company that’s bet heavily on digital banking.
10/09/2020
Nutmeg losses spiral to £21m
Nutmeg has attempted to diversify its revenue streams in recent years.
10/09/2020
Tegra118 taps Finantix for wealth front office facelift
Significant new offerings include a modern, visual-rich, omni-channel front office digital solution for wealth advisors and artificial intelligence powered portfolio construction tools for asset managers.
10/09/2020
Bank of Montreal : BMO WealthPath® Launches New Interactive Scenarios For Navigating Change
"By empowering our clients with a visual, comprehensive wealth plan, we make it possible for them to see how changes can affect their plans and they will be equipped to make more informed and confident choices ahead."
10/09/2020
Select Wealth Roll Out New Online Advice Process
The process leads an adviser through the fact find and needs analysis process, allowing them to collect and store client information electronically.
10/08/2020
A brave new world with virtual worlds
How virtual worlds are the next evolution in communication and collaboration
10/08/2020
UK wealth manager goes live on SEI Wealth Platform
UK wealth manager is now live on the SEI Wealth Platform (SWP) following the successful migration of the firm’s assets.
10/07/2020
Dorsey & Whitney Trust Company and Hills Bank and Trust Go Live on the SEI Wealth Platform in a Fully Remote Environment
Readiness and Trusted Strategic Partnership at the Root of Successful Virtual Client Implementations