Tag: client experience

Zeplyn, a WealthTech company founded by former Google engineers, focuses on streamlining workflows for financial advisors through AI-powered solutions.

WTW has announced its acquisition of a stake in Atomos, a prominent, advice-led wealth manager operating in the UK.

Client relationship management (CRM) has always been the cornerstone of success in wealth management, driving personalised support and client retention.

Dezerv, an innovative WealthTech firm from India, today announced a significant funding achievement, securing INR 265 Crores ($31.7m).

Apex Group, a prominent financial services business, and ACA Group (ACA), a leader in governance, risk, and compliance advisory in financial services, have joined forces to expand their service offerings through a strategic partnership.

In the rapidly evolving world of financial services, compliance and market dynamics are undergoing significant transformations, driven by macro trends that are reshaping the...

The asset servicing industry is currently navigating through turbulent waters, marked by escalating fee pressures, rapid technological advancements, stringent regulations, and a volatile macroeconomic climate.

Fenergo's recent webinar, 'KYC, AML, & Onboarding in 2023 – Were Lessons Learned or Do Old Habits Die Hard?', brought together compliance experts to delve into findings from research on over 1100 executives from global banks. This study, encapsulated in the report 'KYC in 2023', reveals a significant 17% rise in the average cost of KYC (Know Your Customer) reviews, accompanied by an 11-day increase in their duration over the past year.

Asset managers are increasingly recognizing the importance of judicious investment in differentiators to drive AUM growth. WealthTech company Aiviq, has observed that due to...

In the ongoing global efforts against money laundering, the task of comprehending customer identities has proven to be a crucial element in Know Your Customer (KYC) compliance for financial establishments over the years. However, the perpetual shift in regulations has augmented the expense and intricacy involved in acquiring and maintaining clients.