Tag: operational efficiency

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. 

Navigating the future of asset management: Digitalizing investor onboarding

The landscape of Asset Management firms has long been fraught with challenges, particularly in the arena of investor onboarding and lifecycle management. This process, characterized by an intricate Know Your Customer (KYC) procedure and the handling of vast data volumes, has historically grappled with the limitations of outdated technological infrastructures.

NLPs and LLMs have risen to the top of AI use...

In a recent survey conducted by Nvidia it is clear the adoption of AI in the financial services sector is rapidly gaining momentum. From...

Diesta, the InsurTech startup, raises $1.9m to streamline insurance payments

Diesta, the London-based InsurTech startup, has successfully closed a seed funding round, raising $1.9m.

Streamlining group benefits communication: Key innovations & strategies

In the rapidly evolving world of group benefits, companies are doubling down on strategies that enhance their interactions and boost operational efficiency. Especially during the peak seasons, these firms are navigating a maze of challenges, with effective communication emerging as a paramount concern.

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