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

Prometeia cements credit lending dominance in 2026 report

Prometeia cements credit lending dominance in 2026 report

Prometeia has secured recognition across every segment of the Chartis RiskTech Quadrant for Credit Lending Operations 2026. The report, which was published recently, evaluates providers...
How Ortec Finance helped PKZH measure ESG impact

How Ortec Finance helped PKZH measure ESG impact

Swiss pension fund PKZH, which manages CHF23.9bn in assets on behalf of more than 60,000 members, turned to Ortec Finance to gain a clearer...
May equity review: who won and who didn't

May equity review: who won and who didn’t

EXANTE's May equity briefing offers a sobering read beneath the headline numbers: Q1 reporting closed as one of the strongest seasons in recent memory,...

Concentrix and Napier AI take on AML compliance in ANZ

Global technology and services company Concentrix Corporation has announced a collaboration with RegTech firm Napier AI to roll out an AI-powered anti-money laundering (AML)...
compliance

Three things compliance leaders can’t afford to ignore in 2026

There’s a noticeable shift happening in financial crime compliance, and it’s not being driven by a single regulation, technology, or enforcement action. It’s the...

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