News results for Technology
Accounting, Investment Analysis For Family Offices: Fixing the Disconnect
Investment analysis and accounting is always going to be more of a challenge for family offices due...
The Quest For Scale: Ensuring New Wealthtech Delivers Enhanced Productivity
The wealth management sector has embraced outsourcing as a strategic option, but this is a journey...
Why Cloud-Based Data Management Is The Front-Office Differentiator
Data is a front-office and client experience issue, as well as a back-office concern, and...
Digital Digest: The Latest Tech News – TrustQuay
The firm said the platform sharply reduces the total cost of ownership compared with on-premise or...
The Black Hole Of Green Finance
Technology purporting to solve ESG complexity is proliferating, but care needs to be taken that...
Technology Innovation Is In-House Affair For Lombard Odier
This news service spoke to the tech and ops chief for the Swiss private banking group to find out...
Embedded Compliance: Why Lightweight Approach Won’t Lessen The Load
Wealth managers are increasingly seeking to embed compliance knowledge into their systems, but too...
Why “Features First” And “Stand Alone” Is Entirely The Wrong Approach To Improving Your CRM
CRM upgrades are happening at pace across the industry, but wealth managers should be careful not...
A Guide To Smart Contracts
The author of this article, coming from Private Trust Partners, examines the terrain of smart...
Technology Traps Wealth Managers Must Avoid: New Research
This publication and EY today launch the third edition of our hugely popular annual report,...
Comment & Analysis results for Technology
Citisoft's Craddock Talks to WealthBriefing About the Future for Outsourcing and Regulation
Neil Craddock, recently appointed Head of Wealth Management at consulting-firm Citisoft, talks to...
MiFID: Impacts On The Wealth Management Community
The Markets in Financial Instruments Directive (MiFID) has been described as “an elephant in the...
Opinion Memo to Business: Get a Clue
When something called The Cluetrain Manifesto was first published in April 1999, it created...
PCM comment: message to CEOs — technology can add value, fast
There was a time not so long ago when client-oriented technology solutions, such as client...
UBS hires Searchspace as its software provider
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Set to roll: CAI private banking operations implement new AML software
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Anti-Money Laundering Software - the Build or Buy Dilemma
At the most important international money laundering conference in the calendar, hosted by Money...
The Rise of Multi-Channel Unified Relationship Management
The Royal Bank of Scotland Group has chosen Chordiant Software as its platform of choice for...
Credit Suisse denies it has abandoned UK online banking venture
Credit Suisse Financial Services has refuted market reports that it has withdrawn Global Investor...
MorganOnline Targets HNWs
JP Morgan last month rolled out MorganOnline, its new online private banking offering. Although the...
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