Tag: MiFID II

Every year, financial institutions collectively spend over $300bn on compliance. That figure, drawn from research spanning global banking, insurance, and asset management, has grown...

Communications archiving has transformed from a back-office checkbox into one of the most fiercely contested battlegrounds in regulated technology this year. Twelve months ago,...

The retirement planning tools used by most financial institutions share a fundamental flaw: they assume the future moves in a straight line. Enter your savings,...

Private banking chief information officers are sitting on an uncomfortable truth: if your core platform was built five to seven years ago, you are...

WealthTech firm fincite says artificial intelligence could support up to 70% of advisory tasks by 2030 and is positioning its CIOS platform as the...

Artificial intelligence is no longer a distant ambition for the wealth management industry — it is rapidly becoming a practical necessity. According to WealthTech platform...

The modern hybrid workplace has fundamentally changed how regulated businesses communicate. Microsoft Teams now serves as boardroom, trading floor, and informal communication channel all...

Regulatory compliance in financial services is built on a single, non-negotiable principle: the completeness and accuracy of records. Across global markets, a dense patchwork...

The growing use of AI-powered chat within unified communications and collaboration platforms has delivered significant operational benefits for businesses, but it has also introduced...

Communications governance is moving sharply up the agenda for insurers as regulators tighten expectations around data completeness and retrieval. Supervisors increasingly expect firms to...