07/21/2016
Setting up an advisory shop has long been a way for retail banks to boost fees, and Cambridge Savings also wanted to attract the growing number of young, well-heeled professionals in its suburban Boston market
07/21/2016
“Unlocking Economic Advantage with Blockchain,” states that the risks of blockchain technology are being disregarded in light of the radical shift it will bring to how the financial industry thinks about assets.“
07/20/2016
The advisory industry has been moving from commission-based sales to fee-based and fee-only advice, and the pace is accelerating.
07/20/2016
The BasisCode Portal engages consultants, supervisors as well as non-supervisory staff in maintaining a culture of compliance.
07/20/2016
In terms of legacy systems that have been replaced, Banking Technology understands these include Montran’s GPS for payments and Lombard Risk’s REG-Reporter for risk management.
07/19/2016
This investment doubles the fund, which was set up in 2014 with $100 million to identify promising young fintech startups and provide them with financial support and other resources.
07/18/2016
Bank of America Corp.'s Catherine Bessant is No. 1 on this year's Tech 50 ranking.
07/18/2016
The bank says this “first-of-its-kind account opening capability” allows customers to search, select and open a new account with BMO “in minutes”
07/18/2016
With operations in multiple locations, and a proven and demanding growth strategy, the group is looking to equip itself with the best processing capabilities so as to ensure best-in-class provision of services to its client base.
07/18/2016
O3bTrunk services also provide the basis of a resilient, high performance system that is ideal for use in disaster recovery
07/18/2016
The FIS team understood the specific needs of our bank and worked collaboratively with us to make sure those needs were met.
07/18/2016
The last six months have borne some important product enhancements for Vermilion
07/15/2016
Vermilion sells primarily to asset managers, wealth managers, hedge funds and asset servicing firms. The software firm has over 60 successful implementations on four continents under its belt.
07/15/2016
The bank's iOS and Android app uses biometric facial recognition technology from US vendor Daon so that customers can ditch usernames and passwords and log in and authenticate transactions by taking selfies with their phones.
07/14/2016
To be sure, technology adoption has introduced several benefits for custody providers.
07/14/2016
The pioneer of automated investing is still a small player in the multitrillion-dollar wealth management industry but has seen substantial growth since it was founded in 2008.
07/14/2016
Ranging from retail brokerage and banks to custodians and mutual fund families, Quovo's coverage gives financial professionals a current, correct, and holistic view of their clients' portfolios -- a key requirement for success in today's re
07/13/2016
They deliver strategic thinking, technology and solutions that would be considered impressive at any of the world's largest firms.
07/11/2016
Who are expected to inherit trillions of dollars over the next generation despite the slowdown in the economy.
07/11/2016
They definitely see the writing on the wall that the world is moving in this direction.