Tag: WealthTech

A blogpost by Kidbrooke has detailed how financial organisations can ensure regulatory compliance and transparency when it comes to their digital financial products.

A recent blogpost by MyDocSafe has detailed how the onboarding process within wealth management is impacting the client experience through its complexity.

A research report by Wealth Dynamix and Compeer has provided insights into how front office professionals view the client lifecycle management process.

Brexit could change the realities of wealth management and how WealthTech companies can navigate the new realities is something Zaliia Gindullina, head of business development at Kidbrooke, discussed in a recent podcast.

As 2021 is kicking off, there are several trends in wealth management to look out for.

Swiss-based Edgelab has partnered with WealthTech company Avaloq.

FinTech unicorn Revolut has revealed a new suite of machine learning technology which will help to lower card fraud.

Financial services tech investor Motive Partners has agreed a deal for a controlling interest in Germany’s LPA. The business, which was founded in 1999, develops...

Legacy system issues highlight the real need of integrating new services and tech solutions, according to Legal & General’s head of distribution strategy, personal investing Janine Menasakanian.

Open banking will play a major role in the evolution of the market; however, it could create a number of problems which need to...