News, Comment & Analysis results for Technology

Technology
8 April 2022

HSBC Private Banking Enters The "Metaverse"

The fusion of third-dimensional virtual worlds connected by technology, affecting fields such as...

Technology
8 April 2022

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...

Technology
7 April 2022

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...

Technology
6 April 2022

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...

Technology
5 April 2022

The Black Hole Of Green Finance

Technology purporting to solve ESG complexity is proliferating, but care needs to be taken that...

Technology
1 April 2022

Embedded Compliance: Why Lightweight Approach Won’t Lessen The Load

Wealth managers are increasingly seeking to embed compliance knowledge into their systems, but too...

Technology
31 March 2022

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...

Technology
30 March 2022

The Intersection of Privacy, Security, And Function

Competing imperatives around privacy, convenience and the client experience will be something...

Technology
29 March 2022

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...

Technology
28 March 2022

A Guide To Smart Contracts

The author of this article, coming from Private Trust Partners, examines the terrain of smart...

Comment & Analysis results for Technology