08/17/2020
At Avaloq, Francisco Fernandez Eyes Up Legacy
The move, set to wrap by year-end, leaves few winners.
FinTech
08/17/2020
Fairstone moves to remote advice post crisis
The remote service will allow clients to see their adviser using Microsoft Teams and provides a screen sharing function which is using Adobe Sign to allow e-signatures.
08/17/2020
Fairstone launches ‘virtual’ Financial Planning service
The Newcastle-based wealth management firm believes it is one of the first national firms to launch an entirely remote advice process.
08/13/2020
Is your cultural foundation strong enough for the disruption ahead?
The customer experience is a vital way for firms to differentiate themselves and build long-term relationships with clients.
08/13/2020
The Need for Automation in ESG Investing
Some 35% of respondents believed that there would be significant increases while 52% thought there would be marginal gains for ESG.
08/12/2020
Profile: Half-Year Review in Distinctions
Profile Software was included in the 100 “Most Innovative Company 2020” by WealthTech100, which showcases the world’s most innovative WealthTech companies in the key highlights for the year.
08/11/2020
Broadridge Reports Fiscal 2020 Results
Recurring fee revenues increased 10% to $3,036 million from $2,760 million.
08/11/2020
Deka Immobilien picks BNY Mellon for fund admin services
Alan Flanagan, global head of alternatives at BNY Mellon Asset Servicing, added: “It is a significant appointment for our alternative investment services team and a testament to the quality of our technology, our global reach and the expertise of th
08/11/2020
Revolut's losses jump to £100m as business surges
The startup began life as a cheap foreign exchange card linked to an app but has expanded into everything from stock trading to savings and even cryptocurrencies.
08/10/2020
UK SME Lender Funding Circle Is Reevaluating whether to Leverage Open Banking to Improve Customer Experience
She noted that they had concerns about the coverage and accuracy of data obtained via Open Banking.
08/07/2020
The Next Evolution of Wealthtech Integrations
The rise of robo-advisors in the mid-2010s helped accelerate this trend.
08/05/2020
First Swiss State-Run Bank, Basler Kantonalbank (BKB), Set to Debut Crypto Trading and Custodial Services
Switzerland’s SIX exchange has also played an instrumental role in boosting crypto activity within the country’s financial ecosystem.
08/05/2020
Personal wealth management with the speed and affordability of robo-advice? Can Barclays new Plan & Invest service justify fees that outstrip its digital rivals
A spokesperson said: 'Whilst there are numerous wealth management firms who offer tailored, face-to-face advice and a handful of good robo-advice providers, there’s very little support in between.
07/31/2020
Nutmeg introduces Open Banking payments
Open Banking payments use banks’ APIs to initiate a transfer from one account to another.
07/31/2020
Uzbekistan’s People’s Bank selects Finastra to transform risk management business
Fusion Risk will integrate with bank’s core banking system and automate processes whilst enabling the bank to comply with Uzbek and global regulations
07/31/2020
Metro taps Wipro for IT transformation
Among the tools Wipro will bring to the table are its AI-based IT wellness platform, intelligent test automation offering, and DevSecOps platform.
07/29/2020
SS&C Technologies Earnings and Revenues Beat Estimates
The past five months has presented unique challenges, both professionally and personally
07/29/2020
Wealth Managers Name Greenfield Digital Banking as Top Innovation Strategy
Building a greenfield fintech company ranked fourth, with about 17% of global banking executives pursuing the strategy.
07/29/2020
UBL (Switzerland) selects OLYMPIC Banking System
The bank has decided to use the SaaS solution from the OLYMPIC Banking System deployed with ERI’s outsourcing partner ITpoint Systems AG.
07/29/2020
IBM Report: Compromised Employee Accounts Led to Most Expensive Data Breaches Over Past Year
Customer Personal Data Exposed in 80% of Breaches Analyzed; AI and Automation Significantly Reduce Costs