News, Comment & Analysis results for Technology
Accounting, Investment Analysis For Family Offices: Fixing the Disconnect
Investment analysis and accounting is always going to be more of a challenge for family offices due...
The Quest For Scale: Ensuring New Wealthtech Delivers Enhanced Productivity
The wealth management sector has embraced outsourcing as a strategic option, but this is a journey...
Why Cloud-Based Data Management Is The Front-Office Differentiator
Data is a front-office and client experience issue, as well as a back-office concern, and...
The Black Hole Of Green Finance
Technology purporting to solve ESG complexity is proliferating, but care needs to be taken that...
Embedded Compliance: Why Lightweight Approach Won’t Lessen The Load
Wealth managers are increasingly seeking to embed compliance knowledge into their systems, but too...
Why “Features First” And “Stand Alone” Is Entirely The Wrong Approach To Improving Your CRM
CRM upgrades are happening at pace across the industry, but wealth managers should be careful not...
The Intersection of Privacy, Security, And Function
Competing imperatives around privacy, convenience and the client experience will be something...
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...
A Guide To Smart Contracts
The author of this article, coming from Private Trust Partners, examines the terrain of smart...
Technology Traps Wealth Managers Must Avoid: New Research
This publication and EY today launch the third edition of our hugely popular annual report,...
Comment & Analysis results for Technology
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