08/27/2020
Backstop’s newest RMS significantly reduces the time and effort it requires to create a cohesive view and analysis of information that draws on multiple asset classes by eliminating the information silos and process differences that often exist betw
08/25/2020
Conversational banking opens up a world of opportunities in wealth management and retail banking.
08/25/2020
Tokenisation of an asset, in a nutshell, is the issuing of a digital representation of that asset, administered on a blockchain, which is the infrastructure layer of an enhanced network architecture, such as the internet.
08/25/2020
This paper looks at the economic and institutional motives behind current CBDC projects and asks how they might shape the design of such currencies.
08/24/2020
The move to accept e-signatures came into effect on 24 August.
08/21/2020
Robotics and Artificial Intelligence will doubtless play key roles in taking this to the next level and beyond.
08/21/2020
Both companies hope the change will result in a smoother client onboarding process.
08/19/2020
Avaloq has been selected to help Bankia capitalize on its market proposition and accelerate its wealth ambitions across all client segments
08/19/2020
But this sector is now adopting the latest tools to better serve both high-net-worth individuals (HNWIs) and the mass affluent by re-tooling digital advice for these demographics.
08/19/2020
Wealth management firm Quantum Capital Management will use the solution to manage digital assets for its clients. It will also utilise the solution to deliver digital asset management services to other RIAs.
08/18/2020
GBG uses layered identity document verification and biometric checks to authenticate customers in real time for a safe onboarding process.
08/18/2020
The FTSE100 company currently holds over GBP115 billion AUM.
08/17/2020
As many as 57% of consumers worldwide now prefer online banking, compared to 49% before coronavirus, according to Capgemini's World Retail Banking Report 2020.
08/17/2020
The move, set to wrap by year-end, leaves few winners.
08/17/2020
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
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
The customer experience is a vital way for firms to differentiate themselves and build long-term relationships with clients.
08/13/2020
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 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
Recurring fee revenues increased 10% to $3,036 million from $2,760 million.