Wealthtech FNZ acquires client onboarding tech vendor Appway
Hanspeter Wolf, CEO and founder of Appway, will become FNZ’s CTO.
Appway
Appway hires Mark Holenstein as new chief operating officer
Onboarding and customer management firm picks up new C-suite hire.
Sova Capital selects Appway for onboarding and KYC solutions
London-based broker looks to streamline client onboarding while ensuring full compliance.
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.
Appway raises $37 million in equity funding from Summit Partners
Lifecycle management firm secures first external capital raise.
New digital business models depend on agile and adaptive compliance processes
Flexibility, rhythm, and simplification are vital in helping institutions survive and thrive in this riskier world.
Data affinity and customer centricity: what luxury retailers can teach wealth managers
Useful learnings from the success of luxury retail.
Innovate to succeed: The client call to action for wealth management
How can you become more effective in serving your clientele?
Appway: Firms must seize “opportunity of disloyalty”
Wealth management is a traditionally “sticky” industry.
LGT selects Appway for digital client lifecycle management
LGT is owned by the suave-sounding Princely House of Liechtenstein.
Mobile apps will boost wealth management sector
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. […]
