As a fintech company, have you considered the benefits of hiring a fractional or outsourced Chief Marketing Officer? It allows you to leverage CMO-level expertise at just a fraction of the cost of a full-time executive. You only pay for the specific amount of time and services you need – perhaps just a few hours per week on an ongoing basis or for dedicated short-term projects.
At the recent TSAM London event, Stephen Tait, Product Manager at FINBOURNE Technology, joined a panel of industry experts to discuss, ‘Innovating investment processes through data driven insights – What are the tools and platforms that can elevate your business?’ Here are some key insights from the session.
Fintech solution Know Your Funds – one of two fintech’s selected by PIMFA WealthTech to present to delegates at the Morningstar Investment Conference yesterday (1 May 2024) – has been named alongside fellow fintech Propelle by delegates.
Following the publication of the FCA’s long awaited PS23/16 “Sustainable Disclosure Requirements (SDR) and investment labels” on 28th November, UK-authorised investment firms are facing a paradigm shift in regulatory compliance and reporting when it comes to sustainable finance. In the face of these changes, it is imperative that asset and wealth managers start to plan for, and implement, strategic technological solutions for the new regulatory landscape as opposed to short-term tactical fixes.
Although it may sound rather complex, market segmentation is actually very simple. It is the practice of dividing your target market into approachable groups.
Corlytics, the global leader in regulatory intelligence, content and automated policy compliance has acquired a digital RegTech platform from Deloitte UK
After the remarkable rise of the last 18 months, a correction is probably now coming. Protecting the gains of the last few quarters is now the priority for all members.
Investment strategy builder application, Stratiphy has obtained new approval from the Financial Conduct Authority (FCA), which enables the company to manage investments on behalf of clients, as well as automating trading activities based on individual principles, objectives and preferences.
Droit, a technology firm at the forefront of computational law and regulation, will partner with FINBOURNE Technology, a provider of cloud-based investment data management software, to launch an end-to-end position reporting solution for increased regulatory transparency.
The Consumer Duty requirements, effective since July 2023, emphasise ongoing compliance. Join our on demand webinar to prepare for July 2024, improve governance, manage risk, and monitor outcomes.
Principal firms face scrutiny from regulators, necessitating protective measures to prevent consumer harm. Our on-demand webinar guides robust oversight of Appointed Representatives, covering AR benefits, regulatory expectations, and key responsibilities.
The ability to identify, manage, and control risks is crucial for regulated firms. Our webinar addresses risk awareness, maturity, appetite, and practical solutions for effective risk management.
