News results for Technology

Technology
23 May 2023

Digital Digest: The Latest Tech News – GBST, Novia Global

The latest technology news in the wealth management sector from around the world. ...

Technology
16 May 2023

Digital Digest: The Latest Tech News – Wealth Dynamix, Third Financial

The latest technology news in the wealth management sector from around the world. ...

Technology
15 May 2023

Digital Digest: The Latest Tech News – Kyckr, Experian, Accuro, Objectway

The latest technology news in the wealth management sector from around the world. ...

Technology
11 May 2023

Nedgroup Launches Multi-Boutique Platform

Despite the constraints of strict regulations, the firm believes that the time is right for...

Technology
11 May 2023

UK Wealth Firm Adopts SEI's Platform

Oakglen will be the first UK client to use SWP’s Client Acquisition Services. ...

Technology
11 May 2023

Temenos Hails "New Functionality" For Digital Wealth Offerings

The Swiss organisation has talked about the ways it is making its wealth advisory and solutions...

Technology
5 May 2023

Webinar On Digital Assets And International Financial Centres

The webinar examines where digital assets and IFCs intersect, and the ways in which financial...

Technology
20 April 2023

Digital Digest: The Latest Tech News – Kyckr, Blacksmith KYC

The latest technology news in the wealth management sector from around the world. ...

Technology
18 April 2023

Can Switzerland's Digital Assets Industry Help Restore Fortunes?

Despite naysayers and critics, the area known as "digital assets" refuses to go away. And a country...

Technology
14 April 2023

Digital Digest: The Latest Tech News – FNZ, Virgin Money

The latest technology news in the wealth management sector from around the world. ...

Comment & Analysis results for Technology

Technology
12 March 2018

Private Banks Still Finding Their Feet In Digital Realm

This publication recently spoke with two industry figureheads to discuss why the road to digital...

Technology
2 March 2018

How is Technology Impacting Wealth Management? Round Table Video

Exclusively available as part of your WealthBriefing membership, we bring you cutting-edge insight...

Technology
20 December 2017

Applying Artificial Intelligence in Wealth Management: Compelling Use Cases Across The Client Life Cycle

The publisher of this news service, alongside EY and Finantix, is producing a major report on what...

Technology
14 December 2017

The real role of AI and why wealth managers have less to fear than they might think

Wendy Spires, Head of Research at ClearView Financial Media, looks beyond the headlines to explore...

Technology
8 December 2017

Research – “Applying Artificial Intelligence in Wealth Management: Compelling Use Cases Across the Client Life Cycle”

Our new report, produced in partnership with Finantix and EY, cuts through all the hype about...

Technology
26 September 2017

Cyber-Crime: The Ever-Evolving Threat That Wealth Managers Must Care About

Your correspondent recently attended a conference hosted by industry group PIMFA, which hosted...

Technology
19 May 2017

GUEST ARTICLE: The Cyber Menace And How Wealth Managers Should Face It

Multrees Investor Services, a firm working with wealth managers and other financial groups, has...

Technology
24 October 2016

Digitalising The Everyday: Incorporating Data Management Into Client Lifecycles - White Paper

WealthBriefing is pleased to share with you our latest white paper, centred on how optimal use of...

Technology
18 October 2016

GUEST ARTICLE: Robos Aren't Necessarily Going To Take Private Bankers' Jobs

While some may view "robo-advisors" as a cost-saving business model and fear the traditional...

Technology
31 May 2016

Breakfast Briefing Report: Efficiency Gains From Fintech Are Real, But Be Patient

Figures from the private banking, consultancy and technology worlds recently debated where the...