06/30/2020
Allica Bank adopts Profile core platform
Profile and Allica Bank worked together to speedily deliver the digital banking solutions under challenging timescales.
FinTech
06/30/2020
Geneva private bank outsources OLYMPIC Banking System to Swisscom
The 82 employees in Geneva have managed total assets of CHF 3.5 billion on the new Swisscom-operated platform since mid-June 2020.
06/30/2020
How coronavirus is changing data protection for firms
Some are still catching up with the general requirements of the new framework of law
06/28/2020
Refinitiv takes next step on quest for the ‘Holy Grail’ of wealth management
Datasets like Refinitiv’s ESG scores and fund comparisons are “highly relevant” to advisors, making wealth management a natural expansion for the company, says Joe Mrak, Refinitiv’s global head of wealth management.
06/26/2020
Australian Wealth Fintech Eyes Growth
The hybrid wealth manager brings together digital automation and licensed, human financial advisers to provide users with personalized actions and insights based on their financial profile.
06/26/2020
Deutsche rolls out compliant WhatsApp feature for client comms
This latest development, co-innovated with Symphony, expands Deutsche Bank’s diversification of its client interaction platforms, in addition to traditional methods such as email and telephone calls.
06/25/2020
The Future of Advice
New survey reveals how advisor business models and practices will change—and the implications for asset managers.
06/25/2020
Refinitiv expands its digital capabilities for Wealth Managers with the launch of Refinitiv Digital Investor
Suite of digital solutions addresses critical need for faster time to market with flexible delivery options for the Wealth Management industry
06/25/2020
RegTech – a watershed moment?
The current developments caused by the crisis and the resulting regulatory, technological and behavioural shifts are a potential watershed moment for the RegTech ecosystem.
06/25/2020
EWUB Luxembourg signs up with BearingPoint for tax reporting
BearingPoint RegTech's DAC6/MDR module facilitates the process of complying with the new regulations and enables the identification and a clear tracking of all reportable and non-reportable agreements
06/24/2020
Finantix further expands global footprint
New office extends Finantix access to European tech talent and growing ecosystem of fintech start-ups
06/24/2020
IDC Reports Worldwide Blockchain Spending to Slow Down to US$ 4.3 Billion in 2020
Worldwide spending on blockchain solutions is forecast to reach nearly $4.3 billion in 2020
06/24/2020
Big tech expected to shake up wealth management industry
The BCG report says big tech groups, including Amazon, Google LLC and Microsoft Corp., were already building the digital infrastructure required by wealth managers. Amazon, Alibaba and some others offer financial products.
06/24/2020
Digital wealth firm receives Hong Kong licence
It will be able to offer services to retail clients in the Special Administrative Region
06/23/2020
Wealth Dynamix Partners with Ortec Finance
By actively connecting the life goals of clients with their investment plans, relationship managers can deliver greater value and reduce excess pressure on service fees, by creating investment strategies that are more likely to satisfy client expectations
06/23/2020
Big tech expected to shake up wealth management industry
Technology groups are well positioned to offer bespoke financial products for the affluent, report finds
06/23/2020
PwC Surveillance Tool Went a Step Too Far
The new noise-tracking device presented by PwC would have enabled the compliance staff of trading houses to detect unusual activities in the homes of employees.
06/23/2020
UBS: The Future of Home Office
The bank has the technology available to maintain its services throughout an emergency situation such as the one presented by the pandemic, giving remote access to its bankers to systems they need for their work – anywhere, at any time from any devi
06/22/2020
Avaloq named Outstanding Wealth Management Technology Implementation – Back Office partner
The award is the seventh accolade or industry citation to be won by Avaloq in 2020; most recently, it won the Best Outsourcing Solution and Best Transaction Processing awards at the WealthBriefing Asia Awards 2020.
06/22/2020
Corfinancial: 'Remote Working During Market Turmoil has not Affected our Clients Using Salerio'
Salerio was designed to handle unprecedented surges in trading volumes even while operating remotely.