News, Comment & Analysis results for Finantix

27 April 2021

WealthBriefing Swiss Awards - Finantix


24 March 2021

Driving Growth Through Digitization – Why Are So Many Wealth Managers Missing Out?

Wealth managers which are systematizing client intelligence and empowering their advisors with...

M and A
12 February 2021

InvestCloud CEO Elaborates On Finantix, Tegra118 Merger

InvestCloud's CEO adds details to the thinking behind the recent merger deal with Finantix and...

M and A
3 February 2021

Wealthtechs Agree Strategic Merger, Expand Global Reach

Finantix and Tegra118 are being melded with InvestCloud to build a Software-as-a-Service wealth...

People Moves
28 January 2021

Swiss Activity Spurs Finantix Hires

The global fintech has hired senior digital talent from HSBC as tech spending gathers pace among...

People Moves
30 November 2020

Finantix Boosts Asia-Pacific Teams

The firm has been building out teams in the Asia-Pacific region and today a third of its total...

17 September 2020

Digital Digest. The Latest Tech News - Finantix

The latest developments in technology products and investments in the UK and globally. ...

New Office
25 June 2020

Finantix Opens Serbia Office, Cites "Nearshoring" Trend

With the new facility, the banking and financial services tech group has 11 offices in four...

People Moves
5 June 2020

Christine Ciriani Named Finantix CEO

The firm's co-founder is moving over to focus on product strategy at the Swiss-based fintech. It...

People Moves
15 May 2020

Finantix Drives Hiring With Sights On EMEA

The cross-border wealth management platform is adding leadership and sales personnel in pursuit of...

Comment & Analysis results for Finantix

16 November 2020

WEALTH TALK: Focus On Finantix - Latest Developments

This news service recently caught up with Finantix founder and director Alessandro Tonchia. ...

WM Market Reports
7 October 2020

New Research: Co-Creation In Wealth Management 

This news service launches another in its research paper series in partnership with Finantix. ...

8 November 2019

WEALTH TALK: Focus On Finantix

This publication sits down with the founder and CEO of Finantix. ...

WM Market Reports
17 October 2019

EXCLUSIVE: New Client Acquisition - Research Report

This news service and Finantix have teamed up to issue new research on the wealth management...

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...

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...