06/27/2019
Bobsguide names Vision FI “Best Customer Engagement Tool”
The awards are based on the strength of a technology vendor’s ongoing development efforts and enhancements, and the impact of their specific solutions on the client experience.
FinTech
06/27/2019
Fintech pension provider eyes US market
The provider said it is in advanced discussions around using its technology-enabled workplace savings services in the US.
06/27/2019
SEI's Advisors' Inner Circle Fund Expands its Platform to Service Exchange Traded Funds
Regulatory Evolution Creates Opportunities for Growth and New Fund Development
06/26/2019
Northern Trust to Transfer Pioneering Private Equity Blockchain Technology Platform to Broadridge
Broadridge to build out the platform to serve all PE market participants
06/26/2019
After Quovo deal, Plaid opens its doors to wealthtech firms
The API connects customer data streams and financial institutions to fintech developers such as Venmo, Acorns, Betterment and Robinhood.
06/25/2019
Waddell & Reed Expands Its SS&C Relationship
Waddell & Reed outsources transfer agency and compliance services mandate
06/25/2019
How High-Net Worth Individuals And Family Offices Can Block Cyberattacks
The report, by Schillings and Campden Wealth, found that over a third (38%) of participants did not have a cybersecurity plan in place, despite 98% of families citing reputation as important to their family’s success.
06/24/2019
JP Morgan partners with StatPro
This offering will provide J.P. Morgan clients access to StatPro’s award-winning Portfolio Analytics platform, StatPro Revolution, alongside J.P. Morgan’s market-leading Fixed Income Benchmark Indices.
06/23/2019
Citi CEO: In an Age of Fintech Disruption, Don't Sleep on the Bank Branch
Corbat wants Citi to start catching up.
06/21/2019
SS&C GlobeOp Forward Redemption Indicator: June notifications 3.81%
Unlike subscriptions, redemption notifications are typically received 30-90 days in advance of the redemption date.
06/21/2019
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.
06/21/2019
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.
06/20/2019
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
06/19/2019
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
06/19/2019
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.
06/19/2019
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
06/18/2019
Broadridge launches SFTR change management service
SFTR is part of the European Union’s implementation of the global effort to regulate shadow banking
06/17/2019
Volante Technologies launches SEPA instant payments
Managed service approaches are an ideal fit for instant payments,” noted David Bannister, Senior Analyst, Aite Group.
06/17/2019
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.
06/14/2019
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.