Tag: Wealth management
How wealth managers can revolutionise decision-making with technology
Decision-making is arguably one of the most important parts of a wealth manager’s workload. As advancements in technology continue to accelerate, these managers have the chance to drastically improve their output.
Embracing AI for transformation: Key insights from Aiviq’s asset management roundtable
Last month, Aiviq spearheaded a crucial industry event, bringing together forward-thinking leaders from 10 prominent asset management firms.
OneVest secures $17m Series A funding to revolutionise WealthTech
OneVest, a WealthTech firm aiming to significantly upgrade wealth management experiences for both financial institutions and their clients, has just announced a noteworthy CAD$17m in Series A funding.
Beyond gamification: How wealth managers can improve customer experience with analytics
The evolving landscape of the digital era offers significant opportunities for financial institutions, particularly in the wealth management sector. Using gamified elements to draw consumer attention and cultivate loyalty has become a common practice.
7 reasons why wealth managers are gravitating towards cloud-based solutions
In the realm of wealth management, there is an increasing preference for cloud-based portfolio management software, a shift driven by the multiple advantages these solutions present. WealthArc has outlined seven major reasons behind the rising adoption of cloud-based alternatives over traditional on-premise options.
How WealthArc is shaping the future of WealthTech with data automation
WealthArc has consistently emphasised the role of accurate data in making informed business decisions. Over the years, the company has been dedicating significant resources to optimise their data reconciliation processes. The company has released a new report that explores just how it can help firms save time through automation.
Wealth management for Millennials: Are firms missing out on a massive...
When talking about millennials, it is easy to think they are still quite young; however, some of those in the generation are already in their 40s. This is the perfect age for wealth managers to be onboarding them as clients, but have some firms missed the boat?
Driving growth in WealthTech: The critical role of adaptive IT architecture
The WealthTech landscape is undergoing constant transformation. A significant driver of this change is the influx of younger customers due to the great wealth...
Is the era of robo-advisors over?
Go back a few years and robo-advisors were the talk of wealth management. Panel discussions were often dominated by the prospects of robo-advisory, but nowadays they are rarely mentioned. What happened to the robo-advisor hype?
GBST extends strategic partnership with Novia Global
GBST, a pioneering WealthTech company, and Novia Global, a prominent international wealth management platform provider, have reaffirmed their strategic partnership.