11/06/2020
CISI offers new e-learning course on vulnerable customers
This e-learning assessment will help identify vulnerable customers and explain the necessary practices and guidance which are necessary for finance professionals to demonstrate their duty of care.
11/06/2020
Members will identify areas in which the conditions for green fintech in Switzerland could be improved, offering concrete proposals to both the government and the private sector.
11/06/2020
Moving to a new engagement model…digital first!
The need for increased sales efficiencies and effectiveness is not/will not go away.
11/06/2020
Digital shift could cut costs and open sector for broader range of clients
11/06/2020
Forget what you know about digital asset infrastructures.
11/05/2020
ESG investing has grown significantly over the past few years as investors, businesses, governments and a range of stakeholders look to address critical challenges such as climate change, environmental damage, social inequality and discrimination.
11/05/2020
The arrival of broader data sets, new technologies, and more sophisticated data modelling techniques has been transformative.
11/04/2020
Current times call for remote working, communication, and networking
11/02/2020
The deal has been funded from the platform’s existing reserves and is expected to complete by the end of the year.
11/02/2020
The survey also found that expectations of end clients are rising, with 2 out of 3 respondents saying their clients want a greater digital experience and, as a result, 69% of firms now plan to digitalise their business and client engagement in the next 2
11/02/2020
When the mobile app launches users will be able to buy equity tokens directly in the app, allowing them to become shareholders in their own bank.
11/01/2020
Strengthening customer relationships by providing exciting new services that protect everyone's health while saving valuable time is proving to be the financial services' greatest challenge.
10/30/2020
Broadridge Reports First Quarter Fiscal Year 2021 Results
Recurring fee revenues increased 8% to $671 million from $623 million.
10/29/2020
Acumennet has been deployed as a Front-Middle-Risk Treasury system across a comprehensive spectrum of asset classes
10/29/2020
New modules arm complex asset allocators with centralized investment research and analytics capabilities.
10/29/2020
Avaloq pairs with Investment Navigator for wealthtech compliance
The two Swiss-based tech companies are partnering to simplify investment advisory compliance for wealth managers.
10/28/2020
Already, “several direct investments are in evaluation” by UBS, it said, but didn’t name any of the firms it set its sights on.
10/27/2020
Through its partnership with "blue", Credit Suisse is also offering its CSX clients discounted access to Swisscom's new entertainment world.
10/27/2020
Brooks Macdonald Partners with SS&C to Transform Wealth Business
This partnership is the next step in delivering Brooks Macdonald’s vision as the leading investment manager for intermediaries, providing best-in-class adviser experience and client service through technology and innovation.
10/27/2020
Opalesque Industry Update - Two Ocean Trust, a Wyoming-chartered trust company that provides wealth management services for high-net worth individuals, family offices, and advisers, announced the launch of a comprehensive suite of digital asset products a