04/07/2019
Digital and remote sales: focus on the 3 “t’s” for a successful strategy
Remote sales, where the interaction between advisor and salesperson primarily occurs via phone or online, is hardly a radical idea.
FinTech
04/05/2019
Pivoting to digital maturity
Seven capabilities central to digital transformation
04/05/2019
Top Image shareholders approve acquisition by Kofax
Quorum was achieved with 99% of the voting shareholders approving the merger.
04/04/2019
Charles River Recognized for Institutional and Wealth Management Innovation in Prestigious 2019 FinTech Breakthrough Awards Program
With Charles River IMS, users can manage the full spectrum of financial products, from asset class-specific to solution oriented, and complex multi-asset products.
04/04/2019
What do Banks Need to Know About Virtual Currencies Right Now?
Some of the larger financial institutions are beginning to formalize their positions.
04/04/2019
HSBC Bank Recognized for World Class Banking Innovation
We’re committed to transforming the entire banking experience for our customers
04/03/2019
Can Regulations Bolster Cybersecurity for Family Offices?
According to data from the Symantec Corporation and the World Economic Forum, 30% of family offices have absolutely no cybersecurity defense measures in place. “
04/02/2019
Wells Fargo Adopts Tap-to-Pay Technology for Credit, Debit Cards
It will add the technology to its debit cards beginning this summer.
04/01/2019
Peter Thiel and Li Ka-shing Have a Banking App for America’s Generation Z
Germany’s N26 to focus on accounts rather than branching out
03/29/2019
Goldman Sachs loves investing in “unloved” fintech firms
The PSI group was started in 1999 and has more than $1 billion worth of stakes in companies around the world.
03/29/2019
JP Morgan is Biggest Banking Blockchain Employer in Past 12 Months
The investment banking giant has listed more blockchain-based roles than any other financial services firm
03/28/2019
New advisory capabilities for actively managed accounts
Robo-advisors make a lot of sense for investors with passively managed accounts who can be segmented into broad groups based on: age, projected retirement date and risk tolerance.
03/28/2019
'Crypto is still very much an early adopter market'
Tom Jessop, head of Corporate Business Development at Fidelity Investments and president of Fidelity Digital Assets said that cryptocurrencies are clearly still in early adopter playground.
03/28/2019
SigFig launches platform to help retail banks sell financial products
The tool is part of a growing trend of banks turning to fintech for cross-selling opportunities
03/28/2019
Finastra’s solution to simplify community banking services
Recently, over 100 Finastra customers were upgraded to the latest compliant versions of its transaction banking software
03/27/2019
Northern Trust Drives Front-to-Back Office Integration for Asset Managers and Asset Owners
Through this integration and collaboration, Northern Trust offers a seamless front, middle and back office technology experience for institutional investors.
03/27/2019
Wealth Management Software Market to Witness Huge Growth
In this Research Report provides primary and secondary data for studies, the scope of the product and vendor briefings.
03/27/2019
Equisoft and VieFUND launch a one-stop back-office & wealth planning solution
Single-Sign-On and client data synchronization features will certainly make financial planning and investment portfolio design and analysis more efficient for advisors on the VieFUND platform.
03/26/2019
Digitization Emerging as the Key to Survival in Banking
Banks Must Increase Efficiency, Accelerate Processing, and Improve Decision Making to Revive Economic Profit; Raising the Bar on Regulatory Compliance Is Also Critical, Says New Report by BCG
03/26/2019
Colorado trader scams investors out of $1.5m in Bitcoin
Levine has a background in investing and being a financial advisor, so it is not entirely out of place that investors would trust him with this large sum of money.