WEALTHTECH NEWS

ALL WEALTHTECH NEWS

7Q Financial Services goes live with Profile Software’s Axia

According to the profile, Axia was selected after a “thorough evaluation”. 7Q Financial Services (7QFS) went live with Profile Software’s Axia Wealth & Fund Management …

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Know how the story ends

“Where should I start?” If you’ve ever asked me, you know my answer is always the same: in the middle When I hear that disruption …

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Finantix completes acquisition of Swiss AI company InCube

Wealth management technology provider Finantix has completed the acquisition of data analytics company InCube Group. InCube is included in the Finantix portfolio The agreement, originally …

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The new face of customer relationships in asset management

While the front runners are leading the way in adopting wealthtech, the entire wealth management industry sometimes struggles to shake the perception that it is …

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Looking beyond the coronavirus trade boom

In the past few months, coronavirus-related market volatility has rocked the volume of trade processed by a handful of fintechs. According to Bloomberg Sources, in …

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Five Techniques For Financial Institutions To Build And Protect Their Digital Reputation

As a financial services company, your reputation is one of your greatest assets. This sets you apart from the competition and lets customers know what …

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Deutsche Bank signs contract extension 2028 for Avaloq Tech

Deutsche Bank has extended its contract with banking technology provider Avaloq so that it can continue to provide its systems for the tier 1 bank …

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SS&C Technologies to acquire Innovest Systems for $ 120 million

SS&C Technologies has announced a definitive agreement to acquire wealthtech company Innovest Systems for $ 120 million. SS&C has a long history of acquisitions The …

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Only the best wealth management CRM can handle today’s regulatory challenges

We often hear that regulation puts a strain on banks, but that looks at things from the wrong side of the mirror. There are regulations …

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The Flagstone deposit platform will receive £ 12 million in funding

Flagstone, a UK-based cash deposit platform used by Revolut and wealth manager St James’s Place, has bagged £ 12 million in funds. Sky news Reports. …

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BankingTech Awards 2020 – Call to the judges

Highlight the banking tech industry! If you are at the forefront of fintech and banking tech innovation and want exclusive insights into what companies are …

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Vise lands $ 14.5M in Series A, led by Sequoia Capital

Vise, a New York-based artificial intelligence (AI) investment management platform, has raised $ 14.5 million in a Series A funding round led by Sequoia Capital. …

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Banking Technology Can Come Out Now

Hope is eternal The latest issue of our flagship magazine – Banking technology – is available now and features news, analysis and insight, case studies, …

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What about fintech? Episode 5 | Digital disruption: innovation in investments

The latest episode of What about fintech? is presented to you from afar, with our guest Stephanie Brennan, founder and CEO of the investment trading …

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Addition: FinovateFall 2020 – FinTech Futures

Click the picture to read the FinovateFall 2020 supplement Greetings and welcome to FinovateFall! The financial services sector is no stranger to customization and often …

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Nedbank Private Wealth appoints Chris Kirk as new Chief Risk Officer

Nedbank Private Wealth has continued to reorganize its risk and compliance teams with the appointment of Chris Kirk as its new Chief Risk Officer. Kirk …

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Smarter secures £ 7m in Series A financing round.

Smarterly, the digital wealth platform for the workplace, has secured a £ 7 million investment led by a family office, Major Oak. Major Oak invested …

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E-Book: Financial Services – The Smarter Way to Workflow

Leading financial institutions – from banks to insurance companies to asset managers – advocate (and invest in) far-reaching change. The ultimate goal: to break down …

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UK green investment platform Clim8 brings in £ 1.35m

Clim8 Invest, a UK-based platform where users can invest in clean technology and renewable energy, has raised £ 1.35m in a pre-launch crowdfunding campaign. The …

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Banco Itaú International selects Temenos Infinity to overhaul its asset management

The Swiss and international business of the private banking group Itaú Unibanco has concluded extended contracts with Temenos for the use of Temenos’ Infinity Wealth …

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White Paper: Addressing the Challenges of Financial Services Technology as it Grows

How to get your systems in order, carefully perform due diligence, and prepare for the post-merger When financial institutions want to expand into new business …

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The rebranding of Microgen and Touchstone was merged into TrustQuay

Microgen Financial Services and Touchstone Wealth Management have renamed their merged business TrustQuay. Keith Hale, Executive Chairman of TrustQuay The two companies completed a merger …

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The Banking Tech Awards 2020 are now open!

The Banking Tech Awards 2020 can now be submitted for the 21st time! The awards are open to banks, financial institutions, technology and service providers, …

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Video: NIIT – Leveraging New Technology and In-Depth Expertise in Financial Services

With more than 20 years of experience in the banking and financial services industry, presence in over 20 countries and a broad partner ecosystem, NIIT …

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M1 Finance raises $ 33 million in Series B funding

Chicago-based investment fintech M1 Finance has raised $ 33 million in a Series B funding round led by Left Lane Capital. Brian Barnes, CEO of …

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Five steps that will change reconciliation forever

As we entered 2020, even before the global pandemic accelerated digitisation and changed the world for all of us, financial industry experts recognised that this …

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Pagaya raises $102m in Series D funding round

Pagaya, a US-Israeli wealthtech that uses artificial intelligence (AI) for asset management and institutional investment, has secured $102 million of Series D funding. The US-Israeli …

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White paper: Strengthening trust through AI-driven biometrics

Learn how you can use intelligent ID to improve every aspect of the identity lifecycle. Not all biometric data are created equal. Smart biometrics, enhanced …

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White paper: Data integrity in an uncertain world – how to achieve operational resilience

Any successful business must show a level of operational resilience in challenging times. Whether obstacles arise from internal factors such as expansion and restructuring, or …

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YOU are the first line of your own defense for fraud prevention

Be vigilant online! You are your first line of defense against fraud. We are already starting to see the massive impact that COVID-19 is having …

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How government and businesses can protect minors online in a post-pandemic world

It’s completely appropriate to hold any organisation that profits from selling age-restricted products and services accountable Half of the world’s student population were out of …

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FinovateFall Digital: Delivering concrete ROI during unprecedented times

The future of finance is digital. There’s a lot of uncertainty in the world right now, but there’s one thing you can bank on: FinovateFall …

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NTT Ltd’s 2020 Global Customer Experience Benchmarking Report: the connected customer – delivering an effortless experience

The theme for this year’s report by NTT Ltd – The connected customer – delivering an effortless experience – sums up the necessity of getting …

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Report: The Total Economic Impact of Appway Onboarding for Wealth Management

Increased revenues and improved efficiency for internationally operating wealth management firms and private banks. Discover why Appway Client Onboarding can get you a return on …

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