How compliance can be automated and how ‘compliance as a service’ (CaaS) has now become a reality, largely due to cloud computing and the adoption of global data standards.
Wealth managers must revise their vision for the future, bringing it to life with a deep-rooted understanding of the complete client journey and an informed view of their expectations, through every phase of the client lifecycle.
Ground-breaking independent wealth management study confirms the vital role of technology in overcoming relationship management challenges in Asia.
Although self-driving cars may be some time away, working towards that goal has brought about rapid advancement in driving technology. The result is that a human-driven (or supervised) car is now dramatically safer than a self-driving one. Can the same be true of man-machine portfolio management?
Investors shouldn’t get trapped by the “we are not invested in X country” misconception.
MILTON KEYNES AND LONDON, UK, June 2020 FREĠNAN, a FinTech company that exploits the advances in machine learning (ML) and big data to support
After attending this year’s TSAM London digital event we thought we would share how Reporting as a Service solves one of the biggest client reporting challenges discussed at the conference, how to successfully achieve automated bespoke reporting for all your clients.
The sooner wealth management executives come to realise that the saviour amid all of this uncertainty is the technology-enabled relationship manager, the better for everyone.
Marketing and compliance are quite different from one another, but here are 5 ways they can collaborate better to minimise risk for your firm.
With a need to revolutionise, asset managers are turning to technology to strengthen efficiencies and gain a competitive edge, making the role of the CTO increasingly crucial.
As remote working becomes the new normal for desk jobs across many sectors, organisations face challenges in keeping their people connected and their cultures healthy. But working in isolation presents Financial Services firms with a unique additional challenge: how to support individuals in assessing and managing risk in a changing environment, from home.
Attitudes towards private assets have changed significantly over the last 10 years and their importance in portfolios is increasing. Demand for access to these assets is increasing amongst individual investors. How can technology help managers give investors access to the opportunities?
