Report: The Total Economic Impact of Appway Onboarding for Wealth Management
Increased revenues and improved efficiency for internationally operating wealth management firms and private banks.
Increased revenues and improved efficiency for internationally operating wealth management firms and private banks.
Lifecycle management firm secures first external capital raise.
Flexibility, rhythm, and simplification are vital in helping institutions survive and thrive in this riskier world.
Useful learnings from the success of luxury retail.
How can you become more effective in serving your clientele?
Wealth management is a traditionally “sticky” industry.
LGT is owned by the suave-sounding Princely House of Liechtenstein.
An analysis of mobile solutions for financial advisors concludes that applications to support client interaction and advisory services “will become one of the most industry-disruptive, but potentially most rewarding” developments in the wealth management sector. This is the main finding of Mobile Apps for Financial Advisors and Wealth Managers by Swiss research company MyPrivateBanking Research. […]
The five p’s of banking "Banks have relied on the “five p’s” – people, physical cash, premises, processes and pape… twitter.com/i/web/status/1…
Female-led tax reporting fintech @KAWatsonConsult takes tech into own hands fintechfutures.com/2021/01/female…
Raiffeisen Bank International [@RBI_Presse] invests in a Romanian start-up Finqware, [@FINQware] which is driving o… twitter.com/i/web/status/1…
Tom Blomfield [@t_blom] exits @monzo and opens up about mental health during COVID-19 fintechfutures.com/2021/01/tom-bl…
Spectrum Equity invests $51m in OTC firm Quantile Technologies fintechfutures.com/2021/01/spectr…
.@SimCorp SFTR solution goes live at Denmark’s ATP fintechfutures.com/2021/01/simcor…
Female-founded fintechs accounted for 17% of the UK’s total fintech VC investments over 2020, up 6% from 2019 fintechfutures.com/2021/01/vc-inv…
.@santanderuk nabs HSBC man Rakshit Kapoor as new chief data officer fintechfutures.com/2021/01/santan…