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A blogpost by Wealth Dynamix has provided a review of a Financial Conduct Authority (FCA) keynote speech on how to strike the right balance between privacy and client services.
As hopes are 2022 will be the end of the pandemic and a return to normality, Dreamquark has offered the five big trends WealthTechs should be following this year and the four challenges to watch out for.
Alternative investment app Koia has raised $1.4m from a pre-seed funding round led by Seedcamp.
With every new variant of Covid, the end of the pandemic continues to move further into the distance. These past two years have shown the cruciality of digital services, and firms no longer have a choice to avoid it if they want to stay successful. The trouble is, where does a firm start?
For many companies, 2021 was the year to get back on track. Last year, the Covid-19 sent ripples across the financial market and companies were forced to enter survival mode, but this year saw more relaxed measures and a chance to push for growth once again. But was this the case?
Wealth managers typically focus on older people, as that is where the money is. However, young investors hold the wealth of tomorrow and capturing them early will stop them going elsewhere.
A recent report by open banking credit reference agency Credit Kudos has found that the adoption of open banking in lending could be set to reach 87% by 2023.