Tag: M-Files

Like many sectors, 2024 proved to be a tough year for the WealthTech sector. The economic landscape and geopolitical challenges meant many companies struggled,...

M-Files, a global leader in information management solutions, was founded two decades ago to help knowledge workers operate smarter. The company aims to simplify document organisation by focusing on content rather than location, delivering enhanced productivity and compliance for its 5,000 customers across over 100 countries.

The EU Corporate Sustainability Reporting Directive (CSRD) has swiftly become a critical discussion point in boardrooms across Europe.

Businesses seeking to enhance productivity and efficiency are turning to artificial intelligence to redefine how they manage information and collaborate.

M-Files, a leader in knowledge work automation, has announced the appointment of industry veteran Jay Bhatt as its new CEO.

As more companies in the financial services sector adopt cutting-edge technology, customers have an increased expectation of what their financial providers should be able to do. If a company cannot complete tasks promptly or lacks essential capabilities, customers are likely to seek a new provider.

Client relationship management (CRM) has always been the cornerstone of success in wealth management, driving personalised support and client retention.

FinTech Global recently spoke to several leaders in the WealthTech space to highlight the WealthTech trends that stood out in the first half of 2024. Speaking to those same companies, the industry leaders offer an insight into the trends that will shape the remaining months of 2024. 

In the rapidly evolving financial services industry, firms are under increasing pressure to enhance productivity and streamline their operations. This challenge is compounded by the sheer volume of data they handle, which can create significant information chaos, lead to costly mistakes, and perpetuate inefficient manual processes.

FinTech Global recently spoke to several leaders in the WealthTech space to highlight the WealthTech trends that stood out in the first half of 2024.