How Bdeoâ€™s rebrand has set it on its path to expansion
Bdeo, which builds visual intelligence for motor and home insurance firms, is currently going through big changes as it looks to reinforce its identity. As part of this effort, the Spanish InsurTech recently underwent a rebranding.
Why firms should focus on client centricity and adviser/agent efficiency in digital business models
Digitalisation is no longer a niche innovation project. When it comes to client’s financial relationship management, it should be an essential part of a firm’s business strategy to survive this decade, says Uday Nimmakayala, CEO and Founder at WealthObjects.
Six ways wealth managers can transform client interactions into trusted relationships
In wealth management, prioritising client service is the only way for establishing a long-lasting relationship. And wealth managers must leverage intelligent technology to provide a more efficient customer experience and gain their client’s trust.
The key regulatory challenge facing the financial industry that you should know about
Regulators are striving to strike a balance between ensuring data security and privacy, and facilitating cyber compliance. As policy-makers attempt to develop a regulatory framework for a safer digital environment, financial firms must appropriately navigate the industry’s everchanging environment.
OneStream bags $200m Series B, secures $6bn valuation
Corporate Performance Management (CPM) business OneStream Software has raised $200m in investment from a Series B funding round and now has a $6bn valuation.
Klarna backer launches new VC enterprise to fill seed funding gap
The co-founder of European VC Atomico Mattias Ljungman has launched Moonfire Ventures â€“ a VC aimed at providing seed stage funding for FinTechs among others.
Is no-code technology the future of WealthTech?
No-code technology is quickly becoming a major trend in software development. As wealth managers continue to increase their exposure to digital services, will no-code technology be their go-to solution?
Banks need to be prepared to fail to keep up with change
Banks need to take more risks and be prepared to implement something that might fail, according to a panel at the Global RegTech Summit 2018.
InsurTechâ€™s investment opportunities are found in back office innovation
Insurance firms are beginning to understand technologyâ€™s importance in back office processes, according to Aquiline Capital Partners Aquiline Technology Growth head Max Chee in a research interview with FinTech Global.
How NaviPlan is helping advisors improve financial planning
Too many people still do not have a financial plan in place and are unaware of how vital it is for themselves and their families, according to Angela Pecoraro, CEO of financial software developer Advicent.