News results for Technology

Technology
24 June 2022

Digital Digest: The Latest Tech News – Citigroup

The latest digital and technology innovations, product and service developments in the world's...

Technology
15 June 2022

Understand Key Technology And Operations Trends, Fast

This publication's tenth Technology & Operations Trends in Wealth Management report is now underway...

Technology
31 May 2022

Digital Digest: The Latest Tech News – Wealth Dynamix, Unblu

The latest technology news in the wealth management sector from around the world. ...

Technology
30 May 2022

Swiss Digital Bank Partners With Fideuram – ISPB

The Swiss digital private bank – launched less than two years ago – is working to boost the...

Technology
16 May 2022

New Research: Outsourcing Intelligence For Financial Institutions

A new report from this publication and research partner FIS Platform Securities offers the findings...

Technology
12 May 2022

Northern Trust, Fenergo Ink Onboarding Pact

The partnership focuses on private capital funds, a fast-growing area creating specific...

Technology
3 May 2022

Big Tech's Contrasting Fortunes Create Opportunities, Tests For Investors

As stock weaknesses emerge in the tech sector, illustrated by dramas at Netflix and Twitter, French...

Technology
26 April 2022

Digital Digest: The Latest Tech News – Mirabaud, Wealth Dynamix, Temenos

The firm said the platform sharply reduces the total cost of ownership compared with on-premise or...

Technology
21 April 2022

Aite-Novarica Group Launches New Advisory Practice

The practice is aimed at chief information and technology officers in financial services firms. ...

Technology
8 April 2022

Developing US Central Bank Digital Currency Will Take Years – Yellen Says

The US administration recently pushed to review policy about digital assets, including...

Comment & Analysis results for Technology

Technology
29 March 2022

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...

Technology
7 March 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of...

Technology
5 October 2021

Towards Optimal AI-based Wealth Management - Study

This article explores the various ways that AI technology is changing the face of wealth management...

Technology
18 June 2021

Who Said The Sky's The Limit?

The space environment is no longer the sole preserve of government agencies. Today, it is private...

Technology
1 April 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and...

Technology
31 March 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human...

Technology
30 March 2021

Supercharging Client Engagement With Digital Financial Personality Profiling

Where it is used in client engagement efforts at all, technology tends to focus on the...

Technology
29 March 2021

How Low-Tech Compliance Hits Competitiveness

It is becoming increasingly apparent how costly a low-tech approach to compliance management can be...

Technology
25 March 2021

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...

Technology
23 March 2021

Technology Traps Wealth Managers Must Avoid: Overview From EY

The 2021 edition of our "Technology Traps Wealth Managers Must Avoid" report, sponsored by EY, is...