CRUX WealthTech Digital Day – 4 August 2020
Introducing CRUX – a series of digital days to help you get to the crux of the tech matter – each focused on a key industry our publication covers, reports on and analyses.
Be in the know of the latest developments, expertise and thought leadership on what’s shaping the wealth management technology industry of today and what awaits it tomorrow with the CRUX WealthTech Digital Day.
CRUX WealthTech Digital Day takes place on Tuesday, 4 August 2020.
Our digital days are open and free for everyone. Listen to the expert commentary and pose questions to the wealthtech experts, watch the videos, attend the webinars, read the news, special reports and white papers – all at your own convenience and from any location.
Agenda & topics
CRUX WealthTech Digital Day
The journey to the future of wealth management – trends, innovations and challenges
- Software and solutions for the wealth manager of today and tomorrow, front to back office
- Digital transformation pain-points and how to resolve them
- Creating partnership models with innovative start-ups/wealthtechs that really work
- Making hyper-personalisation work
- What’s next in the light of the COVID-19 developments and market impact
More resources on all things wealthtech as part of the CRUX WealthTech Digital Day:
Looking beyond the coronavirus trading boom
Some trading apps see their future in the saving market.
What the Fintech? Episode 5 | Digital disruption: innovation in investments
CEO of the investment trading app, Evarvest, reveals the timeline of its launch in the UK.
How Canada’s Wealthsimple is building a whole financial suite
"We're building a lifestyle brand," says the fintech's Europe CEO.
Only the best wealth management CRM can meet today’s regulatory challenges
It is not possible to overplay the economic and reputational importance of compliance.
Data affinity and customer centricity: what luxury retailers can teach wealth managers
Useful learnings from the success of luxury retail.
Singapore’s robo-advisor StashAway lands $16m led by Square Peg
The fintech last raised funding in July 2019.
Carta faces gender discrimination lawsuit
Paying her less than her male peers and subjecting her to other forms of gender discrimination.
CCAF, World Bank and World Economic Forum call on industry to take part in COVID-19 fintech study
Working in fintech? Take part in the survey and share your views!
Webinar: Streamlining manual processes amid COVID-19
Experts from Banco Santander, Foxit Software and Xendoo discuss digitising paperwork during the coronavirus crisis.
White paper: Rearchitecting and simplifying post-trade operations
How cloud and innovative tech adoption can help overcome challenges in post-trade operations.
Banking Technology July/August issue out now
Unlocking the benefits of open banking.
FNZ and State Street collaborate on wealth management servicing venture
FNZ will acquire a majority stake in State Street’s Wealth Manager Services business.
Introducing CRUX Digital Days – getting the crux of the tech matter
What’s shaping the financial services technology industry of today and what awaits it tomorrow?
PictureWealth lands AUD 12m and seals acquisition
The company has acquired NEO Financial Solutions (NFS) for an undisclosed sum.