Advisors

Striking a balance between compliance and customer experience during client onboarding

The onboarding process requires financial institutions to comply with increasing global and regionally specific regulations while also delivering an enhanced customer experience. As a result,...

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.

Are changing regulations a threat for WealthTech firms?

Wealth management institutions have been dealing with greater complexity in areas of compliance and regulation. As the number of jurisdictions increases, so does potential liability and, as a result, global companies must embrace digitalisation to stay clear of legal hot waters.

How ramping up tech acquisitions can help financial institutions beat neobanks in the banking...

The financial services industry is undergoing a paradigm shift. For financial institutions to stay relevant and keep pace with FinTechs, they must do "whatever it takes" to beat the tech startups, including acquiring them, Aquaa Partners CEO says.

Avaloq, Adviscent partner to accelerate financial services transformation

Zurich-based WealthTech100 firm Avaloq has entered a partnership with compatriot FinTech Adviscent to provide smart content solutions for wealth managers and private banks.

It’s time to rethink risk management – Sigma Ratings

As the number of money laundering and financial crime cases keep growing, Sigma Ratings argues that it is time for financial services firms to rethink risk management.

What’s going on with bitcoin?

Bitcoin has been on a roller coaster ride over the past year, but the reason behind its recent record spikes may not be what you think.

Introducing the Global RegTech Buyer’s Guide 2021 to help financial firm pick the right...

Picking the right RegTech company to invest in is difficult. Luckily, the Global RegTech Buyer's Guide 2021 has just been launched to help make it easier to make the right choice.

Can banks beat neobanks at their own game?

Challenger banks have spent the better part of the last decade turning the banking world on its head, but is there a way for incumbents to bridge the technology divide?

Why Robinhood and the InsurTech industry stand out from the 39 funding rounds raised...

From GameStop chaos to how InsurTechs have benefited from the Covid-19 crisis, this is what you can learn from the 39 FinTech funding rounds of last week.

News Stories

CLM redefined: why context-first architecture matters

CLM redefined: why context-first architecture matters

Contract lifecycle management (CLM) is one of the most frequently cited yet consistently misunderstood categories in enterprise technology, according to M-Files. Most vendors describe it...
Why data infrastructure is the key to AI in finance

Why data infrastructure is the key to AI in finance

Artificial intelligence holds enormous promise for financial services, but delivering real value from AI strategies depends on something far more fundamental: the quality and...
Microsoft and Tieto partner to scale AI solutions in Europe

Microsoft and Tieto partner to scale AI solutions in Europe

Finnish software and technology company Tieto has announced a strategic partnership with Microsoft, aimed at accelerating artificial intelligence adoption across its customer base and...
Ortec Finance launches OPAL targeted support BETA

Ortec Finance launches OPAL targeted support BETA

Ortec Finance, a global provider of risk and return management solutions, has launched the BETA version of OPAL Targeted Support, a framework built to...

QuoIntelligence raises €7.3m Series A for threat intelligence

QuoIntelligence, a Frankfurt-based provider of 'threat intelligence as-a-service' tools, has closed a €7.3m Series A funding round. The round was led by Elevator Ventures, the...

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