Digital signatures is one of the most powerful and effective ways to cut time, cost and friction out of wealth management processes, throughout the client lifecycle.
How has the pandemic impacted the three vital phases of client lifecycle management (not only onboarding), and how can wealth managers respond?
In this blog, we break down the barriers to empowering your data into three and touch briefly on the potential future state. We also briefly discuss how Bond180 is overcoming these barriers.
In a world full of data and technology solutions, the conclusion remains that people will be time poor and need trusted advisers to make sense of all the information available.
moneyinfo, the client portal and mobile app provider for advisers and wealth managers, is now offering live access to active cash balances managed on the Insignis Cash Management platform.
Working in collaboration with one of Europe’s leading wealth managers, the new application will support the processing requirements of Shareholder Identification Disclosure (SID)
The race is on for investors to innovate in fixed income markets amid increased competition. Fee compression, low returns on traditional assets, and passive alternatives are forcing change to maintain a competitive edge. Thankfully, many exciting initiatives are helping investment businesses get ahead of the curve.
Orbit has launched its China A Earning Call Transcript dataset of the highest coverage and data quality
Investment fund infrastructure has not typically been optimised for the rapid exchange of information, but rather for functionality around a narrow set of instruments, vendor services and third-party administrators.
A significant level of guidance on outsourcing is being published by National and International regulatory authorities as concern increases around the management of outsourcing risk. Following on from the IOSCO, FCA, EIOPA and EBA, ESMA has drafted guidelines.
Building on their approach to innovation, the FCA are collaborating with The City of London Corporation to pilot a ‘digital sandbox’. This new service will
Bond180 completes strategic funding round involving follow-on investment from Cambridge Enterprise, the commercialisation arm of the University of Cambridge, alongside technology partners, strategic angels and venture investors.
© 2020 The IA Engine Ltd. All rights reserved. Registered in England and Wales No 11258384. Registered office: Camomile Court, 23 Camomile Street, London EC3A 7LL
