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:
Report: The future of digital wealth management
A new FinTech Futures report examines the future of wealth management in a digital era.
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.
Canadian fintech Wealthsimple raises record $610m at $4bn valuation
The fintech started off as a robo-advisor back in 2014.
Deutsche Börse and Commerzbank team up to support DLT firm 360X
German giants support illiquid assets investment platform.
Video: fintech news pick of the week – HSBC, 11Onze, UK fintech funding & more
A top pick of stories from the world of finance and tech in video format, weekly.
HSBC launches first multi-asset index driven by AI and big data
AiMAX uses new and historical data to identify assets poised for growth.
Bux raises $80m to boost European zero commission investing app
The neo-broker targets younger generations with further roll-out of BUX Zero.
MUFG wealth management arm deploys InvestCloud in Japan
Vendor says the deal reflects its “substantial investment” in the country.
Banking Technology April issue out now
Soaring to new heights: a record-breaking first quarter of M&A activity.
UK energy provider Octopus launches Moneycoach
It intends to invest £10 million into Moneycoach to scale the offering.
Jakarta wealthtech Pluang raises $20m in pre-Series B funding
Pluang wants to extend investment to poorer households in Indonesia.
Fintech funding deals globally 15-21 March 2021
Featuring SumUp, eToro, Plaid, SecurityScorecard, and Coalition.