In the rapidly changing landscape of financial services, the balance between regulatory compliance and user experience is more critical than ever. With digital transformations reshaping the industry and regulatory pressures mounting, financial institutions face the daunting task of providing seamless digital experiences without compromising on regulatory standards.
Kameo, a leading investment platform in Scandinavia, has recently bolstered its foundations with a significant £1.1m investment from Incore Invest, as part of a broader £2.26m share issuance.
In a recent groundbreaking market research conducted in the UK by everyoneINVESTED, a significant revelation was made regarding investors' awareness of investment risks. The study, which delved deep into the intricacies of investment risk, found that individuals with prior investment experience, particularly those who had been profiled, demonstrated a heightened awareness and understanding of the risks associated with their investment choices.
The latest survey conducted by the Morgan Stanley Institute for Sustainable Investing and Morgan Stanley Wealth Management reveals a significant trend among individual investors...
The landscape of banking and investments in the UK is undergoing a monumental shift, driven by the wave of digital innovation and new regulations. In a groundbreaking study from everyoneINVESTED, 5,021 UK banking clients were profiled digitally in just 11 days, demonstrating the efficiency and potential of digital solutions in the banking sector.
Alinea Invest, a pioneering New York-based FinTech firm focused on AI-powered WealthTech solutions, has successfully secured $3.4m in seed funding.
Marstone, known for its pioneering role in digital investment and wealth planning, has successfully raised $8m in a Series B financing round.
WealthKernel, a pioneering WealthTech firm, has recently announced a significant milestone in its financial journey. The company successfully secured an investment of £6m in a Series A extension round.
The digital era has revolutionised the financial sector, particularly accentuated by the pandemic's push towards digital platforms. The evolution into a hybrid model, integrating in-person and digital interactions, marks a significant shift in wealth management strategies. However, this shift brings forth the challenge of maintaining consistency across these interactive channels.
Objectway, which specialises in delivering comprehensive as-a-service software and services tailored for banks, wealth, and asset managers, has acquired Nest Wealth, a distinguished Canadian firm known for its leading digital WealthTech solutions.