The Majority of UK Wealth Managers View Artificial Intelligence (AI) as Critical to Shaping Their Future Operations
- 3 days 7 hours ago
- Wealth Management
Avaloq’s research, conducted among over 300 wealth managers and 3,000 investors globally, reveals that 87% of UK wealth managers believe AI will be integral to their future work, with the same proportion believing that AI will bring benefits to the wealth management industry as a whole.
London Fintech 1FS Wealth And Apex Group Announce Strategic Partnership
- 5 days 2 hours ago
- Wealth Management
Global wealth intelligence provider, 1fs Wealth, has announced a strategic partnership with, Apex Group, a leading financial services company, that will see the group’s clients benefiting from the latest in innovative, digital wealth management solutions.
Intesa Sanpaolo and BlackRock Partner to Develop Digital Wealth Management in Europe
- 1 week 3 days ago
- Wealth Management
Fideuram Intesa Sanpaolo Private Banking (FISPB) – the private bank of the Intesa Sanpaolo Group – is set to accelerate the growth of its Digital Wealth Management offering in Italy and across Europe, in collaboration with BlackRock, the world’s leading asset manager.
Wealth Management Firms Expected to More Than Double AI Budgets: Wipro Survey
- 2 weeks 1 day ago
- Wealth Management
Wipro Limited, a leading technology services and consulting company, today unveiled insights from its report, "AI in Wealth Management: Navigating an Evolving Data-Driven Landscape". The report, based on a survey conducted among 100 executives in the U.S., examines how artificial intelligence (AI) is changing the wealth management landscape and emphasizes the importance of strategic investments in technology infrastructure. It also highlights... more
Wealth Managers Struggle to Meet Clients’ Technology Expectations – Avaloq Research
- 1 month 4 weeks ago
- Wealth Management
A quarter (25%) of investors globally would consider switching from wealth managers that fail to modernize and embrace new technology, according to Avaloq, a leader in digital banking solutions and wealth management technology. The new research, conducted among over 3000 investors and 300 wealth managers across Europe, Asia, and the Middle East, found that wealth management professionals are reluctant or unable to use investment advisory tools... more
Sync Savings and PayCaptain Partner to Launch Interest-Bearing Payroll Savings
- 2 months 1 week ago
- Wealth Management
Sync Savings, a leading fintech innovator, and PayCaptain, the pioneering payroll provider, are excited to announce the launch of their interest-bearing payroll savings solution in partnership with Griffin. This unique collaboration is set to revolutionise the way employees save by integrating secure, high-yield savings directly into their pay cycle.
Rathbones Live with Iress’ Xplan
- 3 months 2 weeks ago
- Wealth Management
Iress today announces that Rathbones Group PLC (Rathbones) is now live on its Xplan advice software to support Rathbones' current financial planning business. Xplan will also be the financial planning platform of choice for Rathbones' upcoming integration with Investec Wealth & Investment, further enhancing the firm’s digital capabilities and enabling improved operational efficiency and client service.
Wealth Managers Grapple with Long Client Onboarding Times – Avaloq Research
- 4 months 1 week ago
- Wealth Management
Wealth management clients worldwide experience significant waiting times in the onboarding process according to research from Avaloq, a global leader in digital banking solutions and wealth management technology.
New Revolut Feature to Block Pickpockets and Phone Snatchers from Accessing Customer Savings Ahead of Summer Travel Season
- 5 months 2 weeks ago
- Wealth Management
Revolut, the global fintech with over 8 million UK customers and 40 million globally, is today introducing Wealth Protection, an extra layer of in-app identity verification, designed to prevent thieves from accessing customer savings within the Revolut app. Wealth Protection will help protect customers who have had their unlocked phone stolen, or password and face recognition compromised, and stops criminals from withdrawing customers’ hard... more
Broadridge and Kyndryl to Partner in Canadian Wealth Management
- 6 months 2 weeks ago
- Wealth Management
Global Fintech leader Broadridge Financial Solutions, Inc., today announced that it will acquire Kyndryl's Securities Industry Services (SIS) wealth and capital markets technology platform. SIS solutions include clearing and settlement, account record keeping, tax and regulatory reporting, and integrated order management activities for Canadian financial services firms.
SC Ventures and NEXT176 to Launch a Wealth Platform That Makes Financial and Wealth Planning Accessible to All
- 7 months 3 weeks ago
- Wealth Management
SC Ventures, Standard Chartered’s innovation, fintech investment and ventures arm, and NEXT176, the venture building and investment arm of Old Mutual, a Pan-African financial services group, have joined forces to launch an inclusive financial wellness platform.
Central Bank Boosts Financial Wellness for Customers Through Personetics’ AI-powered Platform
- 8 months 4 hours ago
- Wealth Management
Central Bank, a progressive $20 billion regional bank headquartered in Jefferson City, Missouri, is elevating financial wellness for its consumer franchise by implementing Personetics' financial data-driven engagement platform. The AI-driven solutions infuse Central Bank's digital channels with hyper-personalized insights, advice and smart savings tailored to each customer's financial situation and goals.
FusionIQ Launches FIQ Market One, Disrupting Traditional Investment Marketplaces
- 8 months 5 hours ago
- Wealth Management
FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced the launch of its groundbreaking FIQ Market One on the FusionIQ One platform. The innovative product marks a significant shift in the wealth management industry, offering a comprehensive investment solution for investors and advisors.
HeirWealth Turns on Open Banking Technology from Envestnet®
- 8 months 1 week ago
- Wealth Management
HeirWealth, a Sydney-based wealth tech that is on a mission to help high net-worth families have better intergenerational conversations about money, has turned on open data technology powered by global financial aggregator Envestnet | Yodlee.
Philippines’ Metrobank Selects Temenos to Advance its Wealth Management Business
- 8 months 2 weeks ago
- Wealth Management
Temenos today announced that Metropolitan Bank & Trust Co. (Metrobank), one of the Philippines’ largest banks, has partnered with Temenos and Collaboration Betters the World (CBTW) to implement Temenos Wealth, strengthening the bank’s dominant position in the highly competitive wealth management industry.
