Tag: Wealth management

BigTech companies like Amazon and Google has changed the customer expectations for online experiences regardless of industry, but will these experiences be tied to the success of firms in wealth management.

Wealth management technology platform Addepar has closed its Series F round on $150m, at a pre-money valuation of $2bn.

The wealth management industry is facing unprecedented change from numerous directions. David Simpson, Head of EMEA at GBST, argues that firms need to adapt to the new world or risk being overtaken by the competition.

Financial analytics API developer Kidbrooke has teamed up with additiv to help cater to the growing demand for financial health and financial planning tools.

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).