Managers of Wealth

Consumers are embracing AI and will reward organizations that offer more human-like AI experiences

The research also included interviews with several key industry stakeholders and academics.

Profile Software’s RiskAvert platform implemented by IBG

Profile’s team has long-standing experience and a proven track record in efficiently delivering highly demanding, compliance-focused projects in SE Europe on time and on budget.

Clearstream adds Luxembourg private bank to fund platform

The scope of the services will include order execution, settlement and asset servicing for its mutual and hedge funds.

Rothschilds back new online investment platform with private investment

Senior members of the Rothschild dynasty have backed the launch of an artificial intelligence driven wealth management platform.

Pressure builds on banks to offer Swiss crypto start-ups accounts

Companies seeking ICO funds typically issue tokens in exchange for cryptocurrencies, which they use as start-up capital.

Orange partners with Additiv to offer digital wealth management services for financial institutions

This means that the SaaS products can be easily plugged into financial institutions’ existing systems.

StatPro acquires regulatory risk services bureau

StatPro expects annual revenue levels for the acquired service to remain broadly similar for 2018 and will incorporate ODDO BHF Risk Service revenues from 1 July 2018.

Switzerland looks to liberalise cryptocurrency banking access

Traditional banks have refused to operate accounts for the country’s ‘crypto valley’ start-ups

New RegTech White Paper Highlights Disruptive Impact for Financial Services

RegTech solutions exceed UK expectations, enhancing regulatory compliance and creating opportunities for companies to achieve transformative operational efficiency

GBST unveils new digital platform for wealth managers

The solution is highly-configurable and provides multi-device access

Swiss Bankers Association Creates Working Group to Help Blockchain Firms Open Bank Accounts

The recommendations developed by the group will also be consolidated with the Swiss FINMA.

Military grade Swiss bunker opens vaults to crypto investors

The innovation comes as a growing number of rich people and institutions are investing in blockchain start-ups via initial coin funding ICO crowdfunding schemes.

Are Humanoid Robots & AI the Future of Banking Industry?

If the robots are able to enhance customer experience, HSBC will roll these out to its 228 U.S. branches.

The world of virtual banking will see strategic partnerships between banks and fintechs: KPMG

The city’s de facto central bank has set a deadline of August 31 for receiving applications for the first batch of virtual banks.

Merrill adds Zelle to wealth management app to let clients make payments

But advisers say they don't see using apps like Zelle or Venmo to collect client fees

The robots at HSBC aren't bankers. Yet.

After seven months of testing the robot with customers, the bank introduced Pepper on Tuesday at its flagship Fifth Avenue branch in Manhattan.

Profile Software sponsors Compeer's Wealth Management Conference

The Yearly Review”, taking place on 27 June 2018 in London, showcasing its pioneering and award-winning Investment Management and Banking solutions.

High tech law firm launches online knowledge solution for asset managers

Global Knowledge Hub content has been drafted from scratch, it is available in a clearly defined scope and qualifies as structured data

Merrill Lynch Introduces New Mobile App Features That Make It Easier to Manage Finances

Active users of Merrill Lynch’s mobile platform have grown by 20 percent over the last year.

LatAm HNWIs lead demand for hybrid and Big Tech WM

Over half of North American HNWIs (55.2%) considered it a highly important service, but these figures dropped below 50% when it came to HNWIs in Europe and Japan.

FinTech