Tag: private banking
Why private banks are ditching fragmented advisory tools
Which software do leading private banks rely on for investment advisory? According to WealthTech firm fincite, the honest answer is not one product but...
Why slow onboarding is costing private banks clients
Onboarding is the first impression a new client forms of their private bank, yet according to fincite, it is often the weakest link in...
Flex lands $70m as private banking goes borderless
Flex, the AI-native private banking platform for high-net-worth business owners in the middle market, has secured a $70m Series B1 round to power the...
Why private banks are ditching fragmented advisory tools
The question of which software leading private banks rely on for investment advisory has no single-product answer, according to WealthTech firm fincite. Instead, a distinct...
Banyan takes majority stake in Swiss WealthTech WIZE
Banyan Software, an acquirer and long-term operator of software companies, has taken a majority stake in WIZE, a Geneva-headquartered WealthTech that provides an all-in-one...
The compliance gap EDD software is closing fast
The compliance landscape for regulated financial services firms has shifted considerably in recent years. Regulators are no longer willing to accept that enhanced due...
WealthAi launches AI client file for wealth managers
WealthAi, an AI operating system built for wealth managers, private banks and family offices, has unveiled its new Client File product, designed to consolidate...
Abbove deploys wealth platform at ING Belgium
Belgian WealthTech Abbove, a European wealth planning platform operating on a white-label B2B2C model, has announced the deployment of its technology at ING Belgium,...
Legacy WealthTech platforms are costing you clients
Private banking chief information officers are sitting on an uncomfortable truth: if your core platform was built five to seven years ago, you are...
CaixaBank launches GlobalView wealth aggregator
CaixaBank has launched GlobalView, a financial positions aggregator that allows its wealth management clients to consolidate and analyse holdings across multiple financial institutions through a...
© FinTech Global © Copyright 2024. All rights reserved.
