News results for Technology
Broadridge, Salesforce Tap Advisors' Automation Needs
Broadridge told this publication that it aims to capitalise on advisors' need to save time on...
Exclusive: FIS Focuses On AI’s Wealth Management Role
Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...
Strong Tech Results Highlight AI Investment Case
After Microsoft, Alphabet, Meta and Amazon reported increases in capital expenditure, with most of...
Digital Digest: The Latest Tech News – Pulsar Media
The latest technology news in the wealth management sector from around the world. ...
Fixing Family Offices' Data Problem
Our US correspondent reports on views on fintech held by industry figures at a summit organised by...
Digital Digest: The Latest Tech News – SimCorp
The latest technology news in the wealth management sector from around the world. ...
Digital Digest: The Latest Tech News – Allfunds, Google Cloud
The latest technology news in the wealth management sector from around the world. ...
EXCLUSIVE: Tiller's Digital Onboarding Service Goes International
This news service talked to a wealthtech firm operating in the field of digital onboarding about...
How AI Affects Wealth Management – Two Perspectives
We talk to two firms about how they see AI affecting wealth management in the coming years. This is...
Wealth Managers Grumble Over Tech Systems – Avaloq
Avaloq, a specialist in digital banking solutions and wealth management technology, has just...
Digital Digest: The Latest Tech News – Temenos, Wealth Dynamix
The latest technology news in the wealth management sector from around the world. ...
Digital Digest: The Latest Tech News – Ocorian, Goji
The latest technology news in the wealth management sector from around the world. ...
Digital Digest: The Latest Tech News – Axyon AI
The latest technology news in the wealth management sector from around the world. ...
Digital Digest: The Latest Tech News – Temenos
The latest technology news in the wealth management sector from around the world. ...
Digital Digest: The Latest Tech News – Dow Jones, Oliver Wyman
The latest technology news in the wealth management sector from around the world. ...
Digital Digest: The Latest Tech News – St James's Place
The latest technology news in the wealth management sector from around the world. ...
OPINION OF THE WEEK: Future Of Financial Advice – More Co-Pilot Than Autopilot
The authors of this article argue that they expect generative AI will take root across the wealth...
Digital Digest: The Latest Tech News – State Street, HCLTech
The latest technology news in the wealth management sector from around the world. ...
OPINION OF THE WEEK: Despite The Hype, Wealth Firms Aren't (Yet) Rushing Into Cryptos
A survey says HNW people are interested in digital assets and cryptocurrencies but wealth managers...
Söderberg & Partners Launches UK Advisor Platform
It is the first of several tech partnerships focused on delivering speed and connectivity. ...
Comment & Analysis results for Technology
How T3 Experts See Artificial Intelligence
AI may not have dominated discussions at the recent annual T3 conference in Las Vegas, but...
How AI Can Raise Wealth Management Game In The Gulf
With artificial intelligence technology gathering headlines and stirring controversy – and...
An Economic Era Of Data Democratisation?
The author of this article talks about the economic background of inflation and economic...
Where Next For Banks And Digital Assets?
The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...
Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver
Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...
The FTX Collapse: When Mistruths Over Rules, Risk And Impact Spread
ESG investors and boosters should learn from the FTX collapse, for instance what happens if certain...
An Overview From EY On Tech Traps Facing The Sector
EY has once again partnered with this publication on our must-read annual report "Technology Traps...
Crypto Assets, Distributed Finance And Wealth Managers' Menus
Family offices, private banks and wealth managers are considering using the infrastructure of...
Three Ways To Value Bitcoin
The author of this article delves into the details of how bitcoin should be valued: an important...
Towards Optimal AI-based Wealth Management - Study
This article explores the various ways that AI technology is changing the face of wealth management...
Who Said The Sky's The Limit?
The space environment is no longer the sole preserve of government agencies. Today, it is private...
Boost Advice's Added Value With Goal Monitoring
Gearing advice to specific financial goals is a powerful way to demonstrate added value and...
Get Right Balance Between Man And Machine
Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human...
Supercharging Client Engagement With Digital Financial Personality Profiling
Where it is used in client engagement efforts at all, technology tends to focus on the...
How Low-Tech Compliance Hits Competitiveness
It is becoming increasingly apparent how costly a low-tech approach to compliance management can be...
Hybrid Wealth: Are You Really Optimized To Get The Best From Digitization?
Digital banking is more than a mobile app, and wealth management is no exception: it is about...
Technology Traps Wealth Managers Must Avoid: Overview From EY
The 2021 edition of our "Technology Traps Wealth Managers Must Avoid" report, sponsored by EY, is...
New Research: Wealth Tech Traps, As Told From The Front Line
WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from...
WEALTH TALK: Focus On Finantix - Latest Developments
This news service recently caught up with Finantix founder and director Alessandro Tonchia. ...
Protecting Family Offices In Remote Working Age
What steps should family offices take to protect cybersecurity at a time when family and non-family...
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