02/24/2020
Innocap Retains SS&C for Data Aggregation and Shadow Services
The $7.2 Billion Managed Account platform will leverage SS&C GlobeOp for its Investment Book of Record (IBOR) and net asset value (NAV) reconciliation
FinTech
02/24/2020
Deloitte recognized as a global leader in Cybersecurity Consulting by ALM
As we navigate this era of complexity, cyber brings opportunities for growth and transformation.
02/24/2020
Tamale Event Generates Ideas From Clients, Plus Expert Insights On Due Diligence
Because many firms use Tamale to track research on funds and managers, organize their due diligence process
02/23/2020
Kronos and Ultimate Software to Combine Creating $22 Billion Software Business
The transaction is expected to close at the end of March 2020, resulting in a combined company which will have revenues of approximately $3 billion, more than 12,000 employees worldwide and an enterprise value of $22 billion.
02/21/2020
RIA Launches AI-Driven Wealth Mgmt Platform
AI-Powered Comprehensive Wealth Management Platform Is Designed to Streamline the Planning Process, Offer Elite Services to Full Client-Base and Close Prospects at a Higher Rate
02/19/2020
Wealth Management Industry Leader, Launches New AI-Driven Advisor
Our industry needed a user-friendly wealth management tool that allows us to cover more ground quickly and gives us an edge as premium service providers, which is what FP Alpha provides.
02/18/2020
Consumers Are Willing to Share Personal Data in Exchange for Better Customer Experience, Broadridge Study Finds
When it comes to essential communications, interest in going digital is growing. Compared to the 45% who prefer paper, two out of three respondents (67%) switched at least one bill or statement to paperless in the last year.
02/18/2020
New Banking and Software Partners: MTrac Evolves into a Marketplace for High-Risk
Diversification is key for survival, and we are confident in our directional shift.
02/17/2020
RegTech: How Technology Can Revolutionize Compliance
Regulatory compliance is a critical consideration for both start-ups and established organizations seeking to drive innovation in the financial services industry.
02/17/2020
JPMorgan Chase Sends Letter to Fintech Firms Warning it will Not Allow Access to Customer Data Unless they Accept New Agreement
JPMorgan noted that these methods aren’t secure and would like third parties to connect to an API that will provide access to only limited customer account data, after obtaining users’ consent.
02/17/2020
Deutsche Bank looks to Big Tech players for digital overhaul
In a memo released in October 2019, the firm commented that “To succeed, we need to fundamentally shift how we build technology and move to a new way of working.”
02/17/2020
Why Are So Many Americans Switching to Online Banking?
Online banking is growing, and here are some of the reasons why.
02/13/2020
Discover Named a 2020 FutureEdge 50 Winner for Modernizing Cloud-Based Platform
The FutureEdge 50 recognizes the most cutting-edge trials and applications of emerging technologies and the innovative cultures enabling them in business today.
02/13/2020
Goldman is going head-to-head with Silicon Valley giants for tech talent, says exec
George Lee, co-chief information officer at Goldman Sachs, said the bank now has 10,000 developers, making up about one-quarter of its employee base.
02/12/2020
The Emergence Of TD As A Data-Driven Force In Banking
MBNA had been a pioneer in the introduction of customer loyalty-based affinity cards, and like its mid-Atlantic neighbor, Capital One, was at the forefront of applying data and advanced analytics capabilities within banking.
02/11/2020
Big Banks Raising Customer Satisfaction with Effective Digital Advice Tools - RESEARCH
Digital advice closes gap with in-branch experience
02/10/2020
UK Fintech to Launch in US
Curve is planning a new host of services to further augment its existing features
02/10/2020
Ares Management Extends Agreement with SS&C
SS&C was first appointed by Ares in 2013 to provide fund administration and middle-office services.
02/09/2020
AgentRisk Debuts Wealth Management Platform for RIAs and Wealth Managers
One of the main features of Overlay is identifying issues in customer portfolios and suggesting trades for tax-loss harvesting, optimization, and rebalancing using the proprietary machine learning technology developed by AgentRisk.
02/05/2020
SoftBank Partner at Its $100 Billion Vision Fund Is Leaving
The Vision Fund has reshaped the tech startup market with a flood of investments, but several of its bets on unprofitable companies quickly went south.