Management

Protiviti and International RegTech Association Sets Out Blueprint for Much Needed Digital Optimization of ‘Know Your Customer’ Processes

Protiviti and the International RegTech Association (IRTA) have released the findings of a global market study they conducted to investigate the effectiveness of current ‘Know Your Customer’(KYC) processes. The study reveals an urgent need for more effective industry alignment to accelerate the digitizing of KYC processes and greater use of shared platforms. Read more »

New Wealth Management Service Launched to Drive Sector Growth

Small players within the wealth management sector can now compete with and challenge big firms, thanks to the launch of Wealthinity.   Created to empower financial advisors, wealth managers and private banks, Wealthinity enables small to medium firms to offer customized investment solutions, service their clients faster and drive business growth, without any additional costs.   Read more »

Finzo selects JHC’s Neon to provide greater portfolio monitoring efficiency for wealth managers

Wealth management fintech firm JHC Systems (JHC) today announces that Finzo, a New Zealand-based integrated financial solutions provider, will be implementing JHC Neon (Neon). This means Finzo will be able to consolidate portfolios across all accounts to give a 360-degree view of client positions. This is JHC’s first New Zealand-based client, secured through its partnership with MyFiduciary, and represents the first FNZ platform client to... more Read more »

Western Asset Management Selects EDM from IHS Markit

IHS Markit (NYSE: INFO), a world leader in critical information, analytics and solutions, today announced that Western Asset Management Company, LLC, the $450 billion global fixed income asset manager based in Pasadena, California, has selected its Enterprise Data Management (EDM) solution delivered as a managed service. Read more »

Integral ADV increases 5.2% year over year

Integral (www.integral.com), the technology partner trusted by leading banks, brokers, and asset managers to help them outperform their competition in the foreign exchange market, reported today average daily volumes (ADV) across Integral platforms totaled $36.4 billion in October 2019.  This represents an increase of 5.2% compared to October 2018. Read more »

Charles Stanley Selects Red Deer for MiFID II Research Compliance

Red Deer, the financial technology company dedicated to enhancing the performance of active investment managers, is pleased to announce that Charles Stanley, one of the UK’s leading wealth management firms with £24.4bn in assets under management, has selected its Research Management solution. The solution will enable Charles Stanley to seamlessly integrate MiFID II compliance across their investment process, whilst being better placed to fully... more Read more »

AxiomSL Partners with Genpact to Deliver IntegratedModelView ― An Innovative Framework for Model Management

AxiomSL, the industry’s leading provider of regulatory reporting and risk management solutions,today announces an agreement with Genpact, a global professional services firm focused on delivering digital transformation, to empower financial firms (FIs) to efficiently implement IntegratedModelView on the AxiomSL platform. Read more »

NICE Actimize Revolutionizes Collaborative Fraud Fighting at Money20/20 with Decentralized Artificial Intelligence Capabilities

Debuting at Money20/20 USA today, NICE Actimize, a NICE business (Nasdaq: NICE) and leader in Autonomous Financial Crime Management, is introducing its Federated Learning capability that will provide financial services organizations (FSOs) with higher fraud detection rates across numerous fraud scenarios by leveraging NICE Actimize’s Collective Intelligence network. Read more »

Refinitiv and NRI Go-live with Automated International Post-trade Brokerage Processing for Multimarket and Multi-currency Securities

Refinitiv and Nomura Research Institute, Ltd. (NRI), a leading provider of consulting services and system solutions, today announced that North American wealth management firms can now benefit from their strategic partnership announced in 2018. The partnership enables global diversification for Refinitiv’s retail and institutional clients by including automated international post-trade processing for multi-market and multi-currency securities. Read more »

Objectway has been featured by Celent in the report “European Wealth Management Technology Vendors”

Objectway, a leader in the Digital Wealth & Asset Management sector, has been featured by Celent in the report “European Wealth Management Technology Vendors”. This report examines the leading vendors of front-to-back office wealth management platforms available in EMEA, focusing on major trends, technology, functionalities, and client preferences. Read more »

Quadient signs European reseller partnership with Espire to drive 21st century customer communications

Quadient, the award-winning leader in Customer Communications Management (CCM), today announced a reseller partnership with digital and customer experience transformation experts Espire. The deal builds on Espire’s experience providing Quadient’s professional services, and will allow it to resell and support Quadient’s cutting-edge customer experience solutions to banking, insurance, travel, education, telecoms and utilities sectors across the... more Read more »

InvestCloud Reveals Unique CRM Solutions for investment managers

InvestCloud, a platform for the development of financial digital solutions, pre-integrated into the cloud with $2 trillion+ in assets, has released Open CRM, an enhanced customer relationship management system. Open CRM was created specifically for use in the investment management industry.  The company also announced Integrated CRM, designed to overlay a client’s existing systems while leveraging the capabilities of the full version. Read more »

MUFG Signs Agreement with Saudi Arabian General Investment Authority to promote Japanese investment in the Kingdom

MUFG Bank today announced it has signed an agreement with the Saudi Arabian General Investment Authority (SAGIA) to promote Japanese investment in the Kingdom of Saudi Arabia. Read more »

ETHoutlet.com To Provide Almost Instant Fiat to KEY Token Conversions

The digital asset and utility token exchange ETHoutlet.com has committed to listing SelfKey's native utility token, KEY, in pair with HKD and joining the SelfKey Marketplace, effective on Oct 25, 2019. Read more »

CICC Upgrades Wealth Management Strategy and Officially Launches “CICC Wealth Management” Brand

China International Capital Corporation Limited (CICC and “the Company”, 3908.HK) has just held the CICC Wealth Management Strategy Upgrade Conference 2019 in Shenzhen today under the theme of “Building Our Future through Partnerships, Achieving Life Goals to the Fullest” and announced the official launch of its wealth management brand “CICC Wealth Management”. More than 700 guests were invited, including government officials, regulatory... more Read more »

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