03/08/2022

Why UX matters

Improving the user experience can amplify the ROI on your digitalisation strategy

03/04/2022

SEBA Bank wins Swiss EAM Award

These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions

03/03/2022

Kingswood ships new online client portal

Over the past few years, Kingswood has evolved into a growing international vertically integrated wealth and investment management group with £9.1 billion of Assets under Advice

03/02/2022

What Advisors Want From WealthTech

Financial advisors—not tech vendors, not consultants, not office managers—often have a better idea of how technology can best help them and their clients.

03/01/2022

Conversational AI – Wealth Concierge

In this Demo Video we present the latest use case for Conversational AI: the Wealth Concierge. Watch the full range of the Virtual Assistant helping both advisor and client in various innovative ways.

02/28/2022

All aboard the crypto train?

That almost three-quarters of HNWIs worldwide have expressed confidence in crypto is a positive marker of things to come.

02/25/2022

Wealthtech Savvy raises $7.3 million

Savvy’s holistic platform enables growth opportunities at every point for wealth managers, which allows them to be more efficient with their time and scale their revenue by up to four-times.