Tag: operational efficiency

The role of KYC Portal in real-time risk assessment

In an age where the regulatory landscape is as unpredictable as ever, and the integrity of businesses hangs by a thread, companies are increasingly...

Revolutionising wealth management: How AI agents are setting a new standard

The landscape of financial services is on the verge of a monumental evolution, propelled by the swift progression of artificial intelligence (AI) and technological innovations. At the forefront of this transformation is the emergence of AI agents, a novel category of digital assistants ready to reshape the realm of wealth management.

Novidea and Atlantic Global Risk unite to revolutionise insurance management

Atlantic Global Risk, a forward-thinking specialty insurance broker that specialises in crafting complex insurance solutions for legal, tax, and credit risks, has announced its collaboration with Novidea, the creator of a pioneering, cloud-based, data-driven enterprise insurance management platform.

Streamlining AML compliance: The future of FinTech operations

In the ever-evolving landscape of financial services, maintaining regulatory compliance is not just a legal requirement but a strategic advantage. As financial institutions navigate...

How technology elevates investor experience and compliance

The asset servicing industry is currently navigating through turbulent waters, marked by escalating fee pressures, rapid technological advancements, stringent regulations, and a volatile macroeconomic climate.

UK firms embrace open banking for 150-hour annual savings

UK enterprises are recognising significant yearly operational savings by integrating open banking into their systems, a recent survey has disclosed.

The crucial role of consistency in omnichannel financial services

The digital era has revolutionised the financial sector, particularly accentuated by the pandemic's push towards digital platforms. The evolution into a hybrid model, integrating in-person and digital interactions, marks a significant shift in wealth management strategies. However, this shift brings forth the challenge of maintaining consistency across these interactive channels.

Finbridge Global secures £500K investment to revolutionise FinTech-FI partnerships

Finbridge Global, an innovative force within the FinTech sector, has recently announced a significant boost to its operations with a fresh investment.

IntellectAI deploys Wealth Qube with Indian wealth management firm

IntellectAI has deployed its Wealth Qube solution at a top Indian wealth management firm, marking the first deployment by an IntellectAI’s Indian Wealth Stack...

Enhancing wealth management: The critical role of data purity in portfolio...

In today's financial world, wealth management requires a strategic, technology-driven approach. A Portfolio Management System is essential, according to WealthArc, an asset management software developer. 

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