The latest five firms chosen to take part in the IA’s FinTech accelerator programme have today been unveiled by the Investment Association (IA), as the trade body announces the programme and FinTech hub will be rebranded ‘Engine’.
77% of global CEO’s are looking for operational efficiencies to speed up review growth. Most firms lose 20-30% of revenue due to inefficiency. What can you do?
This is an EmTech panel discussion on Strategies to minimise business disruption when implementing new digital solutions.
Getting Client Lifecycle Management (CLM) right can be challenging, but it doesn’t have to be. In our analogy above, substitute these instrumental words for stakeholders in the CLM process, and all will become clear:
How can wealth managers achieve a faster analysis of client touchpoints, a 360-degree view of the effectiveness of client engagements, actionable insights to help accelerate conversions and the ability to identify new opportunities for revenue generation?
What one piece of advice would you give to a wealth manager for 2020 success?
Discretionary managers have long sold the benefits of Model Portfolio Services (MPS) for financial advisors and their end clients…
Find news and developments in relation to UK regulation after Brexit, FinTech, crypto regulation, and AML.
Everyone’s talking about the potential for artificial intelligence in the enterprise, but what’s actually been achieved to date?
With profitability now under threat, we are now at the point where asset managers must transform to stay ahead.
This podcast focuses on the changing role of the CFO, as they are increasing being asked to lead their organisations from digital transformation to business transformation, through numeric intelligence .
In the midst of all the current challenges and uncertainty surrounding COVID-19, you must not forget why your business exists and the value you provide to others…
