News results for Technology
AXA IM, UBS Global Wealth Management Launch Metaverse Strategy In Asia
The strategy will provide UBS Global Wealth Management’s high net worth clients with investment...
Quintet’s Belgian Branch Gets More Digital With Abbove
Quintet has the ambition to spread the use of the Abbove platform to their other branches in the...
UK's Quilter Moves Away From Paper-Based Work
The use of digital signatures has expanded rapidly, encouraged by developments such as working from...
Will Regulation Catch Up With Innovation In Digital Assets? – Trident Trust
We talk to Trident Trust about the path of digital assets and the competing forces of regulation...
Digital Digest: The Latest Tech News – SEI, PassFort
The latest technology news in the wealth management sector from around the world. ...
BEST OF 2022 SO FAR: Crypto Assets, Distributed Finance And Wealth Managers' Menus
We republish this article that looks at how the entities collectively dubbed "digital assets"...
Digital Digest: The Latest Tech News – Apex Group, European Depository Bank
The latest technology news in the wealth management sector from around the world. ...
Standard Chartered Steps Up Cybercrime Fight
Data from around the world shows that there has been a rise in attempts to trick internet users by...
Investment Firm's Content Series Aims For Closer Client Engagement
Even before the pandemic, there was much talk on how to use video, interactive online channels,...
Social Media Is Becoming More Serious Cybersecurity Weak Spot, Firm Warns
Commentators have warned for more than a decade that users of social media are vulnerable to...
Comment & Analysis results for Technology
An Overview From EY On Tech Traps Facing The Sector
EY has once again partnered with this publication on our must-read annual report "Technology Traps...
Crypto Assets, Distributed Finance And Wealth Managers' Menus
Family offices, private banks and wealth managers are considering using the infrastructure of...
Three Ways To Value Bitcoin
The author of this article delves into the details of how bitcoin should be valued: an important...
Towards Optimal AI-based Wealth Management - Study
This article explores the various ways that AI technology is changing the face of wealth management...
Who Said The Sky's The Limit?
The space environment is no longer the sole preserve of government agencies. Today, it is private...
Boost Advice's Added Value With Goal Monitoring
Gearing advice to specific financial goals is a powerful way to demonstrate added value and...
Get Right Balance Between Man And Machine
Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human...
Supercharging Client Engagement With Digital Financial Personality Profiling
Where it is used in client engagement efforts at all, technology tends to focus on the...
How Low-Tech Compliance Hits Competitiveness
It is becoming increasingly apparent how costly a low-tech approach to compliance management can be...
Hybrid Wealth: Are You Really Optimized To Get The Best From Digitization?
Digital banking is more than a mobile app, and wealth management is no exception: it is about...
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