Tag: Investing

Financial simulations are a core part of wealth management, but how can AI transform them to become an even more powerful tool for investors?

FinTech Global, a specialist research firm, has released its WealthTech Market Map, which will serve as an informative guide for financial institutions, wealth and asset management and private banks looking to navigate the burgeoning sector.

While it has its risks, gamification can be a valuable tool to help wealth managers improve customer engagement and loyalty. 

In the ever-evolving realm of technology and data solutions, Aiviq's Head of Technology, Pavan Cherlapelly recently offered an insight into the technology that should be on the radar of every asset manager.

It was a week of small deals in the FinTech sector, with just $341m raised across the 34 funding rounds to close.

WealthArc has consistently emphasised the role of accurate data in making informed business decisions. Over the years, the company has been dedicating significant resources to optimise their data reconciliation processes. The company has released a new report that explores just how it can help firms save time through automation.

When talking about millennials, it is easy to think they are still quite young; however, some of those in the generation are already in their 40s. This is the perfect age for wealth managers to be onboarding them as clients, but have some firms missed the boat?

FinTech global recently sat down with Fredrik Davéus, the CEO and co-founder of financial analytics API developer Kidbrooke. During the discussion, Davéus explained why investment firms should implement digital channels.

As more companies shift towards the cloud, data-driven wealth management platform WealthArc has compared cloud-based and on-premise wealth management solutions to see which comes out on top.

Investment funds claiming to be green or socially responsible are being used by major investment firms to invest millions of pounds into fossil fuel companies, according to a new report.