Tags Wealth management

Tag: Wealth management

How Nucoro is helping banks digitise to take on FinTechs

Financial institutions are not as nimble as FinTechs, but that doesn’t mean they cannot offer their own digital services. The answer is integrating technology stacks designed by specialised companies, that enables the financial institution to easily implement a range of digital investing propositions.

What do wealth managers really think of life in the front...

A research report by Wealth Dynamix and Compeer has provided insights into how front office professionals view the client lifecycle management process.

Wealth Dynamix offers a six step guide to future-proofing advisors

The Covid-19 pandemic transformed the wealth management sector and firms are looking to accelerate their digitalisation efforts to stay competitive. Wealth Dynamix has outlined an easy six step guide to support a firm’s digitalisation effort.

Customer experiences might be the new battleground for wealth managers

BigTech companies like Amazon and Google has changed the customer expectations for online experiences regardless of industry, but will these experiences be tied to the success of firms in wealth management.

Addepar raises Series F at $2bn pre-money valuation

Wealth management technology platform Addepar has closed its Series F round on $150m, at a pre-money valuation of $2bn.

The benefits of a modern tech stack in the wealth management...

The wealth management industry is facing unprecedented change from numerous directions. David Simpson, Head of EMEA at GBST, argues that firms need to adapt to the new world or risk being overtaken by the competition.

Kidbrooke, additiv team up to meet rising demand for financial health...

Financial analytics API developer Kidbrooke has teamed up with additiv to help cater to the growing demand for financial health and financial planning tools.

Why customer communication management is a top priority for wealth managers

As digitalisation continues to be a priority for firms, they are looking at their customer communication management technology as a critical piece of their infrastructure, according to Doxim vice president of sales, financial services Scott Biel.

IntellectEU launches AI platform to bolster wealth management personalisation

Belgian IT company IntellectEU has introduced VELMA, an AI platform that allows financial advisors to offer ‘hyper-personalisation’ in the wealth management sector.

Why digitalisation is key for success in wealth management

As new technologies and digitalisation continue to change the way wealth managers operate, it’s more essential now than ever to understand the changing needs and requirements of clients and capitalise on client-centricity and digitally-enabled interaction channels.

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Last year large-scale breaches increased by 300%

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