03/27/2017
UBS deploys electronic signature technology
As one of the world’s largest banks, UBS is transforming its services through digitization and now offers clients the convenience and efficiency of remote electronic signatures
FinTech
03/27/2017
Digital wealth manager launches partnership with Allianz Global Investors
This is the first time UK employees from across the Allianz family have had access to a wealth management solution in this way.
03/27/2017
Dan Zilberman: «Avaloq IPO in 3 to 5 Years»
Private Equity Buys Avaloq Stake
03/27/2017
SEI assets increase by 25% in 2016
We have got a really strong pipeline.
03/27/2017
WEY Technology: State-of-the-Art Trading Floor at Swiss Bank Julius Baer
Julius Baer opted for Free Seating technology so that traders can regroup at any time, move instantly and sit at any available desk.
03/27/2017
Netwealth proves HNWs are hungry for digital
Netwealth is close to signing its first partnership with an IFA firm and has been working on building its professional connections
03/27/2017
SEI Wealth Platform Delivers Another Year of Increasing Flows
AUA increased by 25 percent with Net Flows up by 21 percent
03/24/2017
“Thanks to pressure from fintechs, wealth management services are finally being forced to offer good products for their clients”
Trading is not as easy as it sounds, you are not able to buy a book and become a super trader overnight
03/24/2017
Collaboration between banks and fintechs key to survival - Temenos
The struggle between banks and fintechs for customer loyalty is not new
03/24/2017
SS&C unveils client communications platform Vision FI
In today's highly competitive financial services market, superb and personalized client communications is a necessity
03/24/2017
Sorry, a Robot is not about to replace your lawyer
Technology will unbundle aspects of legal work during the next decade or two
03/24/2017
StanChart Says Almost `Over Hump' on Costly Compliance Upgrades
The stakes are high for the bank that operates in more than 70 countries and is under investigation by regulators from the U.S. to Hong Kong.
03/22/2017
Artificial Intelligence and the Wealth Management Space
Literature on its potential impact is quite scarce.
03/22/2017
BNP Paribas looks to transform its customer experience, not its services
Humans are intimately involved in the tool's functioning.
03/22/2017
Sofi, Quovo Show Off New Wealth Management API
What’s important to call out is the combo of authentication and aggregation.
03/22/2017
Private Equity Buys Avaloq Stake
The transaction values Avaloq in excess of CHF 1 billion.
03/21/2017
This New Tactic Might Finally Lure Big Investors to Bitcoin
The new feature, which lets investors leverage their bets on bitcoin by a factor of three
03/21/2017
InvestCloud launches Emerald for robos and hybrid wealth managers
Emerald also scales in line with need, and a low-friction implementation approach
03/21/2017
Nutmeg slams incumbent wealth manager fees
These are charges for just starting an account
03/21/2017
A.I. and Finance: the new (Automated) White Collars?
Banks in fact are trying to cope with the upcoming regulations that will impact the financial system