How technology can improve wealth management for HNWIs
Technology can help wealth managers streamline onboarding by automating data entry and compliance checks.
FinTech
2696 articles found
Nutmeg launches 'wealth consultancy' service
The Wealth Consultants service was launched to help more people engage with financial guidance and advice, following a rise in demand during the pandemic.
Leonteq Expands Its Crypto Asset Offering
Leonteq’s crypto universe will also be eligible for integration into the index strategies of asset managers used within actively managed certificates.
Ninety One Extends Transfer Agency Partnership with SS&C
SS&C GIDS brings superior client service, digital offerings to relationship
Mako Fintech Secures $2M Seed Funding Led by Desjardins Capital
The financing was led by Desjardins Capital, with participation from a group of top-tier angel investors, including many current and former CEOs and other senior executives at a variety of financial institutions.
Multi-Billion Dollar Hedge Fund is reportedly adding Bitcoin to its balance sheet
The wealth management firm allegedly has been looking for staff that understands blockchain technology and it’s possible Goldentree is circling distressed businesses within the crypto industry.
Ninety One Extends Transfer Agency Partnership with SS&C
SS&C GIDS brings superior client service, digital offerings to relationship
The Banker names BBVA the most innovative bank in Europe
BBVA's digital transformation effort in recent years has proven to be a tremendous advantage in the challenging circumstances caused by the global Covid-19 pandemic.
WealthTech Views RegTech Report: The view from IMVS
Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by John Motley, Director, IMVS
Iress rejects bid by private equity firm
This information has been shared with EQT following EQT entering into a confidentiality and standstill agreement.
SEI Expands Technology Offering with Wealthbox
Strategic Partnership Provides Advisors Integrated Technology Ecosystem for Client Engagement and Business Growth
How Emotional Design fits inside a great CX
Reviewing the various research it’s easy to conclude that customers who have an emotional connection with a brand have a 300% higher lifetime value