Tag: Wealth management
Why customer communication management is a top priority for wealth managers
As digitalisation continues to be a priority for firms, they are looking at their customer communication management technology as a critical piece of their infrastructure, according to Doxim vice president of sales, financial services Scott Biel.
IntellectEU launches AI platform to bolster wealth management personalisation
Belgian IT company IntellectEU has introduced VELMA, an AI platform that allows financial advisors to offer ‘hyper-personalisation’ in the wealth management sector.
Why digitalisation is key for success in wealth management
As new technologies and digitalisation continue to change the way wealth managers operate, it’s more essential now than ever to understand the changing needs and requirements of clients and capitalise on client-centricity and digitally-enabled interaction channels.
Goal-based investing is a trend for wealth management companies to look...
Consumer expectations are changing and they want to get a better control of their finances and their futures.
Six trends in digital wealth management for the next decade
Digitalisation in wealth management has rapidly accelerated over the past few years, but there are six key areas firms should be focusing their efforts.
Kidbrooke releases an introduction to artificial neural networks
Kidbrooke, which designs APIs for wealth management, has released the first part in a series of articles around artificial neural networks (ANNs).
WealthTech100 company Avaloq extends Deutsche Bank deal
WealthTech100 company Avaloq has extended its partnership with Deutsche Bank until the end of 2028.
Wealth management technology builder Addepar closes new round
Wealth management technology platform Addepar has collected $40m in a funding round from global equity firm WestCap Group.
YieldStreet enters retirement space following WealthFlex acquisition
Wealth management platform YieldStreet has entered the individual retirement account (IRA) space following the acquisition of WealthFlex.
Nearly 50% of wealth managers to close if digital transformation is...
Just over half of the companies in the wealth management sector will still be around in 10 years-time if they fail to innovate digitally, according to new research from B2B solution developer Nucoro.