Wealth Access Named a Finalist for the WealthManagement.com 2023 Industry Awards in Four Categories
- 3 years 2 weeks ago
- Wealth Management
Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, announced today that it has been named a Finalist in the WealthManagement.com 2023 Industry Award (the“Wealthies”) for the Technology Provider categories of Chief Executive Officer of the Year, Client Portals, Account Aggregation and Document Management.
Money Mindstates Data Store Launched by Metia Group to Offer Insight into People’s Evolving Relationship with Money
- 3 years 2 weeks ago
- Management
Following the successful launch of their B2B Directions data store in May, Metia Group, the global B2B marketing agency has launched a second data store: Money Mindstates. Money Mindstates gathers data about the motivations, behaviours and emotions of individuals involved in managing day-to-day personal finances, wealth generation, and wealth management on the road to financial freedom.
PEXA Picks Leeds for New UK HQ as it Continues to Invest in the Region
- 3 years 2 weeks ago
- Investment Management
PEXA, a world-leading technology provider, behind the world’s first digital property exchange process, has today announced it has chosen 114 Wellington Street in West Village, Leeds, for its new UK headquarters. PEXA will collaborate with the West Yorkshire Combined Authority as it sets up its new headquarters and prepares to invest in the region and its workforce.
Glia and Illuma Partnership Brings Seamless Voice Authentication to Customer Interactions
- 3 years 2 weeks ago
- Management
Glia, the customer interaction leader unifying Digital Customer Service (DCS), phone and automated self-service on a single platform, and Illuma Labs today announced a strategic partnership to streamline voice authentication for customer service interactions.
Unblu and Objectway Partner to Enhance Digital Customer Experience for Wealth Firms
- 3 years 2 weeks ago
- Wealth Management
Unblu, a leading Conversational Engagement Platform, and Objectway, a top 100 global provider of as-a-service software and services for financial institutions, have announced a strategic partnership to enable wealth and investment firms to build more successful, effective and profitable client relationships.
TransUnion Wins Credit Information Provider of the Year and Best Partnership With Lloyds Banking Group at the Credit Awards
- 3 years 2 weeks ago
- Management
TransUnion has been named Credit Information Provider of the Year in the UK for the third year running at the prestigious Credit Awards. In addition, the global insights and information company won Best Outsourcing and Partnership Initiative with Lloyds Banking Group, for providing customers with free access to their TransUnion credit score – helping them take charge of their financial wellbeing.
Avantgarde Launches World’s First Institutional Grade Digital Assets Platform with Agio Digital
- 3 years 2 weeks ago
- Asset Management
Avantgarde Finance Group is partnering with Agio Digital, a digital assets and fund services platform, to offer the first-ever institutional-grade on-chain crypto products. Using the platform, it is now possible to set up fully regulated and compliant on-chain funds in a matter of weeks, reducing total expense ratios by more than 80%.
Blackrock and Avaloq Unveil Strategic Partnership to Provide Integrated Technology Solutions, Meeting Evolving Needs of Wealth Managers
- 3 years 3 weeks ago
- Wealth Management
Avaloq, a subsidiary of NEC Corporation, and BlackRock, through its Aladdin Wealth business, have formed a strategic partnership aimed at enhancing their investment technology solutions for wealth managers and private banks. As part of the strategic partnership, BlackRock is making a minority investment in Avaloq.
Hedge Funds, Proprietary Trading Firms Set to Accelerate the Adoption of New and Emerging Markets - Acuiti
- 3 years 3 weeks ago
- Management
Adoption of trading in emerging markets from hedge funds, proprietary trading firms and bank trading and execution desks are set to grow significantly as firms look to diversify trading strategies, seek unique opportunities and broaden exposures, a new study has found. The study Expanding Connectivity: Exploring the Challenges and Solution for Trading in New Markets, published today, was produced by Acuiti in association with BSO.
5 Years on From Wayfair: UK Businesses Struggle with Complex Online Sales Tax
- 3 years 3 weeks ago
- Management
Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, today released findings from a new survey* of 500 U.K. businesses revealing that online sales tax compliance remains complex and confusing for businesses to navigate as we mark the fifth anniversary of the Wayfair decision. Customers are paying for the cost of Wayfair complexity
Half of SMEs Expect Cashflow Increase, According to Paragon Bank
- 3 years 3 weeks ago
- Management
UK SMEs are preparing to increase investment despite concern over wider economy, new research reveals today. Small and medium-sized enterprises (SMEs) are increasingly positive about their own future, despite fears around the wider economy. According to Opinium data analysed for Paragon Bank, 45 per cent of SMEs expect cashflow to improve over the next three months. Over the course of a year, this figure rises to 55 per cent.
PureFacts to Help Power BNY Mellon Pershing X’s Wealth Management Platform Wove for Advisors
- 3 years 3 weeks ago
- Wealth Management
PureFacts Financial Solutions, a leader in revenue management solutions for the investment management industry, today announced that its fee and billing calculation engine will be added to the Wove wealth management platform of Pershing X, a technology provider and new business unit of BNY Mellon.
Bling and Evergreen Join Forces to Offer a Family-friendly Investment Experience
- 3 years 3 weeks ago
- Investment Management
Bling, Europe's first Family-FinTech, is opening up the capital market to families. With Bling's new SavingsTrees, German families can now invest sustainably starting from just 1€ per month. Until now, Bling has provided families with the means to manage their finances and teach their children responsible money management through an educational app and prepaid card. Now, investing becomes simple and family-friendly.
Linedata's 2023 Global Asset Management Survey Reveals Focus on Operational Efficiency, Digital Transformation, and Client Experience in Race for the Future
- 3 years 4 weeks ago
- Asset Management
Linedata, a global provider of asset management and credit technology, data, and services, announces today the results of its 2023 Global Asset Management Survey. The survey is designed to provide insights into the priorities and challenges asset management firms are facing around the world and includes responses from 265 industry leaders across the Americas, Europe, and Asia-Pacific regions.
Cogo Raises the Bar in Sustainable Stand Design at Money2020
- 3 years 4 weeks ago
- Management
Carbon footprint management fintech, Cogo is proud to be ‘walking the walk’ when it comes to taking climate action by creating a sustainable stand at this year’s Money20/20 banking conference in Amsterdam.
