FinTech Archives - Page 202 of 262

Broadridge Fi360 Solutions Annual Conference to Explore State of ESG Investing, Fiduciary and Financial Wellness

April 6, 2021

2021 agenda features thought-provoking discussions from industry leaders, learning sessions and workshops

Goldman Sachs Cryptocurrency Endorsement Boosts Wealth

April 6, 2021

Its private wealth management division is catered towards the wealthiest of clients, those with a minimum of $25 million to invest and they want in on the Bitcoin action.

FinTech

McKinsey named a “Leader” in AI

April 5, 2021

In its report, Forrester states that McKinsey brings “‘its secret weapons’…world-leading data-science talent, a factory model for AI development and ModelOps, and a comprehensive playbook to partner and lead the C-suite and boards

FinTech

Funding M&A Deals with Bitcoin

April 5, 2021

This price fluctuation could seriously jeopardize the ultimate value of large, high-profile M&A deals, which could be worth $500 million one day and $250 million the next.

FinTech

Time to prioritize advisor preferences for engagement

April 5, 2021

This framework is usually built around the assumption that the most valuable advisors want and need your highest touch, most expensive resources

FinTech

NICE Actimize Achieves FinTech Breakthrough Award for Innovation in Wealth Management Surveillance and Compliance

April 5, 2021

The SURVEIL-X AI-driven cloud solution automates global compliance processes, leveraging NICE Actimize's communications surveillance, as well as sales practices and suitability capabilities

FinTech

Refinitiv launches intelligent content management capability for wealth managers

April 1, 2021

Managing all this content effectively and efficiently is critical for advisors to improve how they engage their clients and importantly, how they take action on this information.

FinTech