Tag: Salesforce

In the world of AML and financial crime prevention, adverse media screening remains one of the most time-consuming yet crucial compliance functions. According to Workfusion,...

The Financial Conduct Authority (FCA) has intensified scrutiny of the UK’s retirement income advice market, citing persistent failings in how advisers assess client needs and model sustainable withdrawal strategies.

Wealth management firms are grappling with rising pressures to deliver fast, personalised, and insightful advice to clients. But while expectations grow, many advisors are weighed down by inefficiencies, particularly the mounting problem known as "toggle tax."

In an era where regulatory scrutiny is intensifying, Wealth Management firms are under pressure to ensure their retirement planning processes are not only precise but also align with client needs as stipulated by the Financial Conduct Authority (FCA).

Theta Lake has been named a Visionary in Gartner's inaugural Magic Quadrant for Digital Communications Governance and Archiving (DCGA) Solutions.

Zeplyn, a WealthTech company founded by former Google engineers, focuses on streamlining workflows for financial advisors through AI-powered solutions.

Bolt announces a strategic partnership with Salesforce, an industry leader in customer relationship management (CRM).

Key UK CyberTech investment stats in H1 2024: UK CyberTech funding increased by 5% in H1 2024 YoY Trend analysis showed a projected 7%...

SigFig, a prominent provider of digital wealth management solutions, has enhanced its Engage platform for financial advisors with new AI functionalities.

Abnormal Security, the forefront in AI-native human behavior security, has successfully closed its Series D funding round on $250m, which has propelled the company's valuation to an impressive $5.1bn.