Tag: Wealth management

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.

Belgian IT company IntellectEU has introduced VELMA, an AI platform that allows financial advisors to offer ‘hyper-personalisation’ in the wealth management sector.

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.

Consumer expectations are changing and they want to get a better control of their finances and their futures.

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, which designs APIs for wealth management, has released the first part in a series of articles around artificial neural networks (ANNs).

WealthTech100 company Avaloq has extended its partnership with Deutsche Bank until the end of 2028.

Wealth management technology platform Addepar has collected $40m in a funding round from global equity firm WestCap Group.

Wealth management platform YieldStreet has entered the individual retirement account (IRA) space following the acquisition of WealthFlex.

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.