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...










