Tag: wealth management firms
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Hyper-personalization: A Holy Grail to Success in Wealth Management (Preeti Mishra)
The changing contours of the wealth management industry
The wealth management industry is in the middle of a transformation. Contributing factors include the ever-growing expectations...
Coinbase Purchases One River Digital Asset Management
Coinbase acquired One River Digital Asset Management (an investment manager that provides institutional clients with exposure to cryptocurrencies) without disclosing the terms and...
Maximize value across wealth customer journey through insights (Kuldeep Shrimali)
The competitive landscape of wealth management industry is evolving very rapidly by a range of forces including an increasingly diversified client base with much...
BankProv Partners with Intelligent Cash Management Platform MaxMyInterest
Massachusetts-based BankProv has inked a partnership with cash management platform MaxMyInterest to offer BankProv Max Savings, a new high-interest savings account.No minimum balance...
Embedded investments – An industry view (Kuldeep Shrimali)
Abstract
The financial services industry has seen significant growth in the embedded finance space for the past decade. The growth areas are mostly in the...
The FSI Sector Increased Their Spend on Digital Transformation in 2022
A majority of financial services firms now view digital transformation as essential to their business and are already looking to the next wave of...
FNZ Agrees to Acquire Fixed Income Investing Platform YieldX
FNZ has acquired digital fixed income trading company YieldX.The acquisition will combine FNZ’s investment platform, which represents more than 20 million investors across...
Tax Status Partners with authID to Protect Tax Data with Human Factor Authentication
Tax Status announced a partnership with authID this week.The partnership will give Tax Status’ customers access to authID’s Human Factor Authentication (HFA) technology...
Five Key Takeaways From the Temenos Regional Forums in Asia Pacific
The Asia-Pacific financial sector is undergoing rapid transformation. Consumers’ expectations have significantly increased as a result of the digital revolution and the emergence from...
Cion Digital and upSWOT Team Up to Bring Embedded Finance Solutions to Commercial Loan Brokers
Cion Digital and upSWOT have teamed up to bring embedded finance and embedded business management solutions to commercial loan brokers.Courtesy of the partnership,...
5 back-office pain points to automate
For financial services firms wanting to compete against an ever-growing number of fintech players, the road to parity goes through the back office — specifically in reevaluating and upgrading technology and processes. Many banks, credit unions, wealth management firms and other financial services companies are already feeling the pain of being anchored to legacy technology […]
Canada’s TMX Group Makes Strategic Investment in ETFLogic
TMX Group, Canada’s largest stock market operator, announced today that it has closed an equity investment to buy a minority stake in ETFLogic, a U.
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