Why KYC360’s CLM solution is redefining customer risk management
The static approach to customer risk management is no longer effective and KYC360 was built to show firms effective, ongoing compliance doesn’t need to...
How wealth managers are tackling data fragmentation
Data fragmentation continues to be a significant challenge faced by the wealth management sector. While many are looking to improve their infrastructure and move...
Private markets are entering the mainstream — but is the infrastructure ready?
Private markets and tax‑efficient investments are moving steadily into the mainstream of UK wealth management. Advisers are increasingly using them in everyday portfolio construction...
How IRALOGIX is entering its next ten years as a force in retirement wealth
For IRALOGIX, 2025 was a milestone year. Not only did the company celebrate its 10-year anniversary, but it was an inflection point for the...
How real-time risk visibility is reshaping the insurance lifecycle
Insurance has always depended on timing. Risk is captured at a specific moment, translated into a price, and expected to remain broadly stable until...
Building trust in generative AI for wealth management
As wealth management firms continue to pursue generative AI capabilities, exploring worthwhile use cases and where the most value can be found, a core...
Why most insurance quotes are abandoned — and how insurers can fix it
Booking a flight online takes minutes. Ordering a taxi takes seconds. Even applying for a loan can now be done in a handful of...
Why secure communication is wealth management’s overlooked growth opportunity
Improving communication capabilities might not strike wealth management firms as important as tools that streamline trading or insight generation. However, Michael Lynch, chief operating...
How personalized communication is reshaping the advisor-client relationship
In an increasingly competitive market, Vincent Lévesque, vice-president, head of products at Croesus, believes personalized video communications help to give firms an edge over...
The WealthTech platform built to help advisors demonstrate real value
While many WealthTech tools support portfolio construction, 2ND ENGINE was built with a different goal: give advisors the ability to convey real, defensible value...
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