News, Comment & Analysis results for Technology
Digital Digest: The Latest Tech News – Avaloq, Taiwan
The latest news on investment offerings, financial products and other services relevant to wealth...
Aite-Novarica Group Launches New Advisory Practice
The practice is aimed at chief information and technology officers in financial services firms. ...
Asian Digital Securities Exchange Launches Fractional Model
The development of this "fractional" model draws from distributed ledger technology, aka...
HSBC Private Banking Enters The "Metaverse"
The fusion of third-dimensional virtual worlds connected by technology, affecting fields such as...
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...