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Indonesia-based FinTech platform Finku has reportedly raised $2.8m in its seed funding round.
Traditionally, wealth management has been for the wealthy. The average Joes and Janes have often been skipped out on by big wealth managers due to little revenue incentive to capture that market.
A recent podcast between Currencycloud and the CEO of WealthTech Lightyear has detailed how the latter company is dealing with challenges in the European investing space.
Simplicity is the ultimate sophistication, Leonardo da Vinci once said. However, simplicity can be a double-edged sword when digitising wealth management and the key is finding the right balance.
A recent blogpost by MyDocSafe has examined how wealth managers can maintain a relationship of trust with their clients in an age where in-person meetings are becoming rare.
A study conducted by AutoRek and Worldwide Business Research has found up to 60% of asset and wealth managers view reconciliations as the biggest challenge to their company.
Like a wide range of other industries, the WealthTech sector has seen digitisation accelerate massively recently – with the pandemic only serving to speed up this trend.
Wealth managers might not be aware, but there is a revolution underway in how they handle customer journeys. Traditionally a firm has used a customer relationship management (CRM) solution to track engagements, but this is being made redundant by the better equipped client lifecycle management (CLM) solutions.