Tag: digitalisation
What wealth managers should look for when digitising client relationship management
Digitalisation of client relationship management is now a critical part of wealth management and firms need to automate admin tasks to foster engagement, according to WealthObjects CEO and founder Uday Bhaskar Nimmakayala.
Retail banks need to understand the sub-segments within their existing client...
Retail banks have four sub-segments within their existing client base that they have largely unexplored, according to cloud-native savings and investment platform Nucoro.
additiv partners with QCENTRIS to expand into Middle East and North...
additiv, a SaaS provider for credit and wealth management, has partnered with QCENTRIS as it looks to expand presence to countries in the Middle East and North Africa.
WalkMe pulls in $50m Series F, with plans to establish Singapore...
WalkMe, a provider of digital adoption solutions, has raised $50m in its Series F round to support growth in Asia Pacific and Europe.
© FinTech Global © Copyright 2024. All rights reserved.
