Managers of Wealth Americas

Fill Onboarding ‘Potholes’ to Transform Customer Journeys by Dermot McCauley

These moments of customer interaction and engagement are crucial, and yet it’s in these moments that potholes often lurk.

Cyberattacks are 300 times as likely to hit financial firms than other companies. A sweeping new report finds they’re not prepared.

Most financial institutions are ill-equipped to respond to cyber threats against their systems, a comprehensive report on the state of wealth management recently highlighted.

The Age of AI and Wall Street

Broadridge's 2019 Artificial Intelligence (AI) Outlook Survey reveals majority of financial services firms see value in AI for data mining, but legacy technology is a continuing impediment

Berkshire Bank to offer real-time payments with Finastra

Berkshire Bank is upgrading its payments solution to be among the first community banks in the Northeast to provide real-time payments

What is Your Family Office Doing to Protect Itself From Security Threats?

Single-family offices—as the name suggests— support one family and generally grow out of a family business while multi-family offices will manage the affairs of various families.

Oranj Named Finalist in Multiple Categories of WealthManagement.com 2019 Industry Awards

The wealth management platform recognized for its new investor portal and model marketplace

Broadridge launches SFTR change management service

SFTR is part of the European Union’s implementation of the global effort to regulate shadow banking

Volante Technologies launches SEPA instant payments

Managed service approaches are an ideal fit for instant payments,” noted David Bannister, Senior Analyst, Aite Group.

The 5 Keys To U.K. Digital Bank Monzo's Success In The U.S.

If you're anywhere near my age, you might think the answer to the question "What's a Monzo?" is "a Chevrolet from the mid-1970s." Wrong. That was a Monza.

Pershing Deepens Technology Consulting Capabilities

Pershing's advisory assets reached $665 billion at the end of the first quarter of 2019, marking eight percent year-over-year growth.

The Age of AI and Wall Street - Survey

Twenty-nine percent of companies have moved into the “Industrial Age” with pilots and one-fifth (20%) are in the modern “Information Age” with AI in full production.

American Bank Systems, IMM collaborate to streamline digital lending

It will also offer customers remote signing capabilities.

Banks and tech stocks drag market to a modest loss

Investors are worried that the dispute will drag on much longer than previously expected

Digital technology will strengthen America’s biggest retail banks

Perhaps only Germany’s market, with its hundreds of municipal and co-operative banks, is similarly fragmented.

How Monzo and Revolut plan to take on Goldman Sachs and the US banking giants

For optimists, the launch of Monzo in the world’s most competitive start-up market will be seen as a sign of Britain’s edge in consumer financial technology

Challenger banks in Canada: who’s who and what’s their tech

In terms of technology, ATB itself is a broad user of SAP for Banking solutions

SoftBank backs Brazilian fitness startup Gympass

Wellness platform works with companies to get their employees 'off the couch'

BNY Mellon's Pershing Unveils a Series of Initiatives to Accelerate Digital Transformation

A top priority for Pershing is streamlining the service experience to help firms become more customer-centric and drive profitable growth.

Ripple Officially Launches Operations in Brazil

Ripple’s enterprise blockchain solutions enable a better user experience with more agility, transparency and lower cost for cross-border payments.

Citigroup Sees Asian Firms Like Ant Financial Setting the Pace

Citigroup has been building out its mobile app in the U.S.

FinTech