02/10/2022
5 Areas Family Offices Can Use Technology to Become the Choice of Multi-Generation Family Clients
The next generation i.e., millennials are on their way to taking over their family wealth.
02/10/2022
The next generation i.e., millennials are on their way to taking over their family wealth.
02/10/2022
Banks can use their expertise to develop a positive UX in digital banking
02/09/2022
Overnight, the pandemic made digital the primary channel for clients to engage with their wealth manager and adviser, and they like it.
02/09/2022
These ecosystems allow for the exchange of data and services within and outside the wealth management industry.
02/08/2022
The launch of ISY Bank spearheads a new cloud-banking strategy at the Italian lender as it seeks to reduce costs, counter fintech and target international retail growth.
02/07/2022
Digital technologies will help wealth managers innovate and offer investors more hyper-personalised, data-driven advice and engagement models.
02/07/2022
SS&C GIDS now provides transfer agency services to more than 800,000 investor portfolios
02/04/2022
Customer centricity, end-to-end process digitisation, and sustainable profitability stand out as the top three agenda topics for banking decision makers.
02/04/2022
The partnership will be led by Sonal Lakhani, global head, programmes and strategic initiatives, Barclays Innovation Office, who also led the expansion of the Female Innovators Lab by Barclays and Anthemis last year across the UK and Europe.
02/04/2022
Rising taxes and inflation are pushing young people further up the risk curve
02/04/2022
Railsbank was founded in 2016 by fintech veterans Nigel Verdon and Clive Mitchell.
02/04/2022
Showcasing best-of-breed products in the Swiss region, the awards have been designed to distinguish outstanding organisations
02/02/2022
The foundation of BG Suisse’s digital banking platform will be Avaloq Core which is going to be delivered through a Software as a Service (SaaS) model.
02/02/2022
The new card management and control features will make a range of everyday transactions easier than ever for Bank of Ireland customers by adding self-service card management features.
02/02/2022
SS&C GIDS now provides transfer agency services to more than 800,000 investor portfolios
02/01/2022
SEI Further Extends Global Footprint with Malaysian Wealth Management Partnership
02/01/2022
They are characterised as financial instruments and debt securities under French law and are compliant with the Cast open-source interoperability and securitization framework.
02/01/2022
SS&C GIDS now provides transfer agency services to more than 800,000 investor portfolios
01/28/2022
Almost simultaneously, wealth management firms finally recognized technology as the most effective growth accelerator in the industry.
01/28/2022
Due to the successful implementation of the strategy to become a SaaS provider, sales and profit will stabilise at a higher level in the medium term.