Tag: Financial Analytics

TMX VettaFi has acquired Credit Suisse’s Bond Indices from UBS, further strengthening its fixed income index capabilities.

Retirement marks a significant transition in life, shifting from peak earnings to financial dependence on savings and pensions.

The initial stages of financial planning often receive significant focus in both digital and traditional advisory services. However, once a prospect becomes a client, ongoing engagement tends to diminish. This lack of interaction can leave clients feeling disconnected, resulting in missed opportunities for both the client and the wealth manager.

As the financial industry rapidly adapts to evolving technologies and client expectations, a few critical trends are shaping its future. AI, especially generative AI,...

In a recent interview, Fredrik Daveus, CEO of Kidbrooke, discussed the launch of KidbrookeONE, a transformative platform in wealth and asset management analytics.

A recent report from financial analytics firm Kidbrooke has revealed significant shortcomings in the communication practices of many fund companies.

MoneyLion, recognised as a pioneering digital ecosystem for consumer finance, today announced a pivotal partnership with Nova Credit, a leader in credit infrastructure and analytics.

As the financial sector continues its rapid transformation, the integration of sophisticated automation in financial analytics is increasingly paramount. A Forbes study indicates that up to 25% of routine, information-based tasks in financial services could be automated by AI.

Harnessing the power of financial data aggregation is becoming increasingly crucial in the investment world, particularly when integrating environmental, social, and governance (ESG) performance...

Navigating ESG integration presents unique opportunities for differentiation but also brings challenges from a data management perspective.