11/24/2016
Who owns the customer in a digital world? (Part 5/6) Mik Cons, CEO of Sammedia Limited
Lets have a look at how super-brands in other industries have changed the game.
11/24/2016
Lets have a look at how super-brands in other industries have changed the game.
11/23/2016
The selection, which acknowledges women who are positively impacting the private wealth management industry, was announced in PAM's June 2016 issue.
11/23/2016
Whilst the FS industry is increasingly aware of the purpose of client portals, there is a difference of opinion on the benefits portals deliver.
11/22/2016
The strategic framework includes business and technology consulting for cost efficient regulatory compliance and innovative digital transformation in the areas of trading, finance, accounting, regulatory and others.
11/22/2016
Intelliflo are at the fore front of technology in this ever-changing UK financial advice industry
11/21/2016
The platform is developed together with two well-known financial players: BNY Mellon's unit Pershing, and private bank Julius Baer.
11/21/2016
Almost any new initiative that you will do with clients will be digital.
11/18/2016
A robo-adviser is an online wealth management service that provides automated, algorithm-based portfolio management advice without the use of human financial planners.
11/18/2016
The Avaloq owner outlined his strategic plans to build the business process outsourcing (BPO) business into a key revenue contributor for the firm
11/17/2016
I am highlighting this because our usual image of Switzerland is so different – staid, conservative, resistant to change.
11/17/2016
A biweekly digest for executives
11/17/2016
Mik Cons, CEO of Sammedia Limited
11/17/2016
Kleinwort Benson is currently using the T24 core banking system provided by Temenos.
11/16/2016
More than half of asset managers surveyed by Osney Media and BackBay communications plan to replace outdated or legacy tech over the next year.
11/16/2016
Disclosure of occupation also becomes mandatory when additional BMI information is selected.
11/11/2016
what exactly are the costs that go into replatforming, and why are firms having to spend so much?
11/10/2016
It also noted that collaboration tools that facilitate team communication on processes through an integrated social community platform.
11/10/2016
Wealth managers know they cannot ignore increasing automation in their sector, but their jobs are safe from robots for the time being
11/10/2016
The Neptune network provides a venue for dealers to share information with investors on the bonds that they are looking to buy and sell, making it easier for investors to execute bond transactions.
11/08/2016
This may lead some Americans to seek alternative ways to store value in a secure, private manner - and Bitcoin may be one ready solution.