Tags Wealth management

Tag: Wealth management

What does the future hold for the WealthTech industry?

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.

How onboarding is hindering client experience

A recent blogpost by MyDocSafe has detailed how the onboarding process within wealth management is impacting the client experience through its complexity.

A revolution is happening in relationship management, but why should wealth...

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.

Nucoro makes its platform available through the Finastra FusionStore

Nucoro, a WealthTech100 company, has made its cloud-native platform available for purchase through Finastra’s FusionStore.

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.

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