Tag: Digital transformation

KPMG Canada and CapIntel launch new WealthTech collaboration

KPMG Canada, a full-service audit, tax and advisory firm operating across more than 40 locations, has entered a strategic collaboration with CapIntel to modernise...

Barclays backs United Fintech with strategic investment

United Fintech, the industry-neutral FinTech infrastructure and ecosystem for financial institutions, asset managers and wealth managers, has secured a strategic investment from Barclays. The investment...

How digital wealth platforms elevate financial guidance

A wealth advisor reviewing a client’s portfolio might now be alerted to a significant liquidity event timed around their child’s graduation. This is the kind...

How to choose the right ECM platform in 2025

Selecting an enterprise content management (ECM) system has become a major decision for organisations looking to streamline processes, reinforce compliance, and manage data more...

Seismic warns UK firms risk exodus with new wealth report

Seismic, a global provider of sales enablement and digital engagement platforms for financial services firms, has released new data highlighting critical gaps within the...

How to deliver a successful ECM implementation

Selecting an Enterprise Content Management (ECM) platform is only the beginning; the real value emerges when organisations implement it effectively. M-Files, a document management system,...

UK firms continue to dominate the European WealthTech market securing 70%...

Key European WealthTech investment stats in Q3 2025: European WealthTech funding dropped by 19% YoY in Q3 UK firms secured 70% of the top...

AI and cloud power the next era of ECM

Enterprise Content Management (ECM) is entering a new phase as organisations look for faster, more secure, and more flexible ways to manage the rising...

TEAM IM boosts audit and automation through M-Files

TEAM IM, a long-standing content management specialist based in the USA, has been an M-Files Solution Partner for eight years. The company’s journey with M-Files...

Indosuez acquires Wealth Dynamix and names new CEO

Indosuez Wealth Management, the global wealth management subsidiary of the Crédit Agricole Group, has finalised its acquisition of Wealth Dynamix, a UK-headquartered WealthTech provider. This...

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