Wealth Managers are Dissatisfied or Indifferent to Their Technology – Avaloq Research
- 9 months 2 weeks ago
- Wealth Management
The majority of wealth managers are either dissatisfied with or indifferent to their current technology systems according to new research from Avaloq, a global leader in digital banking solutions and wealth management technology.
Sapiens and Binah.ai Partner to Empower Global Life Insurers to Improve Risk Management with AI
- 9 months 2 weeks ago
- Insurtech, Risk Management
Sapiens International Corporation, a leading global provider of software solutions for the insurance industry, and Binah.ai, the number one health and wellness check software provider, today announced a partnership to empower more insurance companies worldwide to use client-provided health data for improved risk management and value-added services at reduced costs.
Airwallex and McLaren Racing Pen Multi-year Partnership to Modernize Global Payment Operations and Support the Formula 1 Team
Airwallex, a leading global payments and financial platform for modern businesses, today announced a multi-year partnership with the McLaren Formula 1 team, one of the sport’s most iconic brands.
WiseAlpha Expands into the Banking and Wealth Trading Solutions Arena
- 9 months 3 weeks ago
- Wealth Management
WiseAlpha, the first company to invent fractional bonds, has announced a new wealth management portal and white-label solution, making it easier than ever for wealth managers to give clients access to fractional bonds.
Wealth Dynamix Now Available on Temenos Exchange
- 9 months 3 weeks ago
- Investment Management
Wealth Dynamix, a leading provider of Client Lifecycle Management solutions, today announced Wealth Dynamix is available on Temenos Exchange, the partner ecosystem of integrated fintech solutions.
2023 Spending Decoded: Klarna's Money Story Guides Smarter Budgeting
- 9 months 3 weeks ago
- Personal Finance, Wealth Management
Klarna, the AI-powered global payments network, and shopping assistant, is bringing back Money Story in the Klarna App, revealing consumers’ personal spending summaries of 2023. How did you decide to spend your hard-earned cash, and what can you learn from it for the new year? Money Story offers a snapshot of your spending patterns while inspiring new ways to budget, save, and shop smarter.
FNZ Completes Acquisition of Luxembourg-based B2B Fund Platform ifsam to Strengthen Global Proposition
- 10 months 3 days ago
- Wealth Management
FNZ, the global wealth management platform, has completed the acquisition of ifsam, International Fund Services & Asset Management S.A., a business-to-business (B2B) fund platform based in Luxembourg following regulatory approval. The acquisition further strengthens FNZ’s global proposition for both asset managers and distributors, adding advanced product, research, data, and service solutions to its existing end-to-end wealth management... more
Iress Xplan to Underpin Mattioli Woods’ Transformation
- 10 months 4 days ago
- Wealth Management
Iress has today announced it has been selected by Mattioli Woods Plc as its service and technology partner to support future growth. Iress’ advice software Xplan will be deployed across the whole of Mattioli Woods wealth management business, including employee benefits. A phased implementation is well underway, with nine offices having migrated onto Xplan since June this year with the final office to complete in 2024.
WealthArc and ZeroLink are Transforming Wealth Management with Artificial Intelligence
- 10 months 1 week ago
- Artificial Intelligence, Machine Learning, Wealth Management
WealthArc, a Swiss-born global wealth data management solution provider, has partnered with ZeroLink, a pioneering company in neurosymbolic KGQA technology, to develop WealthArc AI & Analytics – a cutting-edge machine learning-powered “Chat with your data” service tailored for the wealth management space.
VOXI Provides Customers Free Access to Moneyhub’s Financial Management App
- 10 months 1 week ago
- Management, Financial
VOXI by Vodafone has expanded its partnership with Moneyhub, the award-winning top global fintech, to offer customers 12 months of free access to its financial wellness app.
Synpulse and Instinct Digital Announce Strategic Collaboration to Enhance Digital Transformation for Asset and Investment Managers
- 10 months 1 week ago
- Management
Synpulse, a leading management consultancy specializing in the financial services industry, and Instinct Digital, a cutting-edge technology product company focused on digital-first investment communication platforms, have formed a strategic partnership.
Payhawk and Astrid & Miyu Collaborate to Celebrate Entrepreneurs and Improve Spend Management
- 10 months 1 week ago
- Management
Payhawk, and contemporary jewellery brand Astrid & Miyu
Trade Republic Celebrates its 5th Birthday with 4 Million Customers and Introduces a New Card with a 1 Percent Saveback Reward for Every Card Payment
- 10 months 2 weeks ago
- Management
Five years after launch, Trade Republic has grown to Europe’s largest broker and leading savings platform. Currently, 4 million customers in 17 countries invest with Trade Republic, managing assets of around 35 billion euros. While passing ECB interest rates of currently 4 percent p.a. to customers, Trade Republic closed its financial and calendar year in 2023 with a net profit.
Oxane Named a Category Leader in ‘Credit Portfolio Management’ in Chartis’ RiskTech 2024
- 10 months 2 weeks ago
- Risk Management
Oxane Partners ("Oxane"), a leading technology-driven solutions provider to private markets, announced that it has been recognized as a 'Category Leader' for Credit Portfolio Management by Chartis Research ("Chartis"). In addition, Oxane earned the 72nd spot in the Chartis RiskTech100 2024 report, an independent study of risk management technology solution providers globally.
Wolters Kluwer Risk Survey Highlights Increasing Role of Technology for U.S. Banks
- 11 months 2 weeks ago
- Risk Management
A notable increase in concerns over risk management and regulatory compliance issues headlines key challenges facing U.S.
