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.
InvestNext reels in $4.3m seed to expand business footprint
Investment management firm InvestNext has raised $4.3m from a seed funding round headed by Hyde Park Venture Partners.
UK parliament launches crypto advocacy group
The UK parliament has launched a cross-party group of lawmakers to create a framework to regulate digital asset markets, a report by the Financial Times has revealed.
Treehouse secures $18m for DeFi Analytics
Treehouse, a Web3 company transforming on-chain data into metrics to help decentralised finance (DeFi) investors make informed financial decisions, has raised $18m in seed funding.
Sustainable investing platform Goodvest closes crowdfunding campaign on double the target
Goodvest, a sustainable investment platform, closed its crowdfunding platform on €588,739, which was more than double its original target.
Fintor raises funds and launches investing into real estate app
Fintor, which powers investing into real estate, has launched its mobile-first platform on iOS and Android devices, alongside the close of a $6.2m investment.
What wealth managers should know before using gamification
Gamification can bring a level of excitement and greater engagement to financial services, but it can delude users about the risks of investing.
WealthTech platform Selma Finance surpasses target, raises €1.3m
Selma Finance, a Switzerland-based WealthTech platform, recently concluded a successful crowdinvesting campaign. This innovative digital financial advisor secured more than €1.3m from its vibrant community of supporters, exceeding its original fundraising target by a significant 30%.
IntellectAI deploys Wealth Qube with Indian wealth management firm
IntellectAI has deployed its Wealth Qube solution at a top Indian wealth management firm, marking the first deployment by an IntellectAI’s Indian Wealth Stack...
GCEX launches XplorTrader: Revolutionising margin trading for professionals
GCEX, a regulated digital brokerage specializing in FX and digital assets, has unveiled its most advanced margin trading platform, XplorTrader.
The launch of XplorTrader responds...