Managers of Wealth

Digital Reasoning Brings AI To Wealth Management

Financial firms get feedback from disparate sources — email, chat, call center and web forms.

How to combine RegTech with data mining technologies

Considering the impact on organisations, early adopters of RegTech combined with data mining technologies can gain a competitive advantage.

Digital China: Wealth management goes digital

Yap says Chinese investors are happy to invest and receive advice digitally because of the pervasiveness of financial technology, or fintech, in daily life.

What Alexa really means for wealth management

Smart speakers, like Alexa and Google Home, have made inroads into the consumer market by allowing users to stream music or check the weather with the sound of their voice.

Standard Chartered rolls out instant messaging service for priorty clients

Clients will also be able to do video and voice calls and conferences with their Private Bankers and Relationship Managers, and invite additional Investment Advisors or Specialists as needed.

Can Nutmeg conquer advice?

Nutmeg has acquired £1.5bn in assets since launching in 2011 and is the UK’s largest robo-adviser.

CMC Markets Institutional adopts Iress OMS

These connected capabilities, integrating to a central order management system and using market data supplied by IRESS, deliver seamless integration for CMC.

Conversational User Interfaces: A Brief History Of UIS by Georgios Lekkas, Objectway

Users had to have a good knowledge of the precise syntax to use and to execute any command. We’ll call this first generation UI, terminal-typing interface.

Pillar After Pillar For A Pan-European Wealth Management - Objectway

The advisor badly needs to request less time to the prospect, and to reduce paperwork.

Black Diamond Integrates With Box

Box integration with SS&C Black Diamond enables advisors to access files easily and securely from customizable, cloud-based, all-in-one platform

Cryptocurrency millionaire is building his own city. From scratch.

The new community will include schools, offices, homes, commerce, and that absolute essential for any idyllic new town, an e-gaming arena.

Innovative digital engagement software launched by Focus Solutions

The software is designed to be much more than just gamified fact-finding; focus:digital brings a client’s financial future to life. The new software excels in four key areas.

Eversheds Sutherland in Global Roll Out of Innovation Platform

Idea Drop is an innovative crowdsourcing mobile and web App developed for organizations to capture and curate ideas from employees.

Bravura to move operations to new London office

The move to 201 Bishopsgate represents both an exciting next step in Bravura’s global growth and development journey, and our continued desire to attract the very best talent to the business.

Singapore-based digital wealth startup WeInvest expands to UAE

The spokesman added that wealth penetration within banks in the Middle East has been low for private and retail banking customers.

Wealth Dynamix appoints head of Asia Pacific

To spearhead the growth of the business across the region, Dominic Gamble joins as Head of Asia Pacific and will be based out of the newly opened office in Singapore.

Avaloq named Star Performer

Avaloq increased their use of robotic process automation (RPA) and plans to apply artificial intelligence techniques to maximize automation levels and minimize operational risk.

Next-generation connectivity: Jeff Travers – Head of IoT, Ericsson

Jeff Travers of Ericsson IoT explores what new horizons in connectivity means for businesses

SS&C Delivers Another Earnings Beat (and Another Huge Acquisition)

From effective expense management to its third big acquisition this year, the financial services software leader is on a roll.

Next-generation connectivity

This report examines the potential for businesses to adopt new and forward-looking business models

FinTech