Tag: WealthTech100

Financial institutions are not as nimble as FinTechs, but that doesn’t mean they cannot offer their own digital services. The answer is integrating technology stacks designed by specialised companies, that enables the financial institution to easily implement a range of digital investing propositions.

Digitalisation is no longer a niche innovation project. When it comes to client’s financial relationship management, it should be an essential part of a firm’s business strategy to survive this decade, says Uday Nimmakayala, CEO and Founder at WealthObjects.

As the world treads towards digitalisation, wealth management firms must keep pace with changing technologies by preparing their operations for the digital age.

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.

As the WealthTech sector continues to grow at a rapid rate, FinTech Global has named the 100 most innovative companies in the space, as part of its third annual WealthTech100 list.

Capital raising solution developer HUBX has teamed up with Finastra to help corporate lenders during the loan syndication process by reducing manual workloads.

WealthTech100 company Avaloq has invested in German FinTech Raquest.

As 2021 is kicking off, there are several trends in wealth management to look out for.