Tag: operational efficiency

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

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...

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. 

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Your Customer (KYC) procedure and the handling of vast data volumes, has historically grappled with the limitations of outdated technological infrastructures.

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

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.

The private markets have witnessed a substantial increase in managed assets over the last decade, attracting the attention of U.S. regulators aiming to enhance transparency through expanded regulation. With these regulatory developments, it's time to re-evaluate the Global Investment Performance Standards (GIPS), which have evolved from being the gold standard for investment performance presentation to a tool that assists advisers in meeting new regulations.

Today's financial landscape is rapidly evolving, with Environmental, Social, and Governance (ESG) factors gaining a pivotal role. As the sustainability and responsible investing frontiers broaden, financial institutions (FIs) find themselves in a crucial position to respond proactively to the escalating challenges posed by ESG.