News, Comment & Analysis results for Technology
OPINION OF THE WEEK: Future Of Financial Advice – More Co-Pilot Than Autopilot
The authors of this article argue that they expect generative AI will take root across the wealth...
Hywin Signs Strategic Cloud Computing Pact
New York-listed Hywin Holdings said the cloud computing move is designed to support the development...
HSBC In Singapore launches B2B Digital Community
HSBC hopes that the business banking offering – a cross over between the world of private wealth...
Digital Digest: The Latest Tech News – UBS, SBI Digital Asset Holdings, DBS
The latest technology news in the wealth management sector from around the world. ...
UBS Pushes Into Hong Kong's Crypto-Linked ETF Sector
While financial centres juggle a desire to encourage innovation alongside a need to ensure...
OPINION OF THE WEEK: Despite The Hype, Wealth Firms Aren't (Yet) Rushing Into Cryptos
A survey says HNW people are interested in digital assets and cryptocurrencies but wealth managers...
The UK's AI Safety Summit – UBS Reactions
As artificial intelligence (AI) gains increasing attention in the wealth and banking sector,...
Global Cyber Insurance Market To Grow Rapidly – Study
The study underscores how insuring against the impact of hacking attacks has become a major...
OCBC Rolls Out Generative AI Chatbot For All Staff, Including BoS
The rollout of this chatbot for staff – including those at the private bank – is an example of...
Digital Digest: The Latest Tech News – Canoe Intelligence
The latest technology news in the wealth management sector from around the world. ...
Comment & Analysis results for Technology
INTERVIEW: Smartleaf On Wealth Managers' New-Found Focus In Tough Times
Wealth managers are not reinventing what they are delivering clients in today’s tough...
Breaking Through Generational Barriers With A Private Social Media Network
TrustedFamily, a secure online communications platform, has a clear market strategy: work with the...
Interview: Smartleaf Sets Out To Measure Effects Of Workflow Processes
Smartleaf is turning its attention to documenting the effect of different workflow processes on...
Silicon Valley Takes On The Wealth Industry - Part Two
The key hooks of a wealth management service that is crafted around technology are the lower costs...
Guest Article: How To Handle Client Needs As Their Wealth Changes
To deal with the diverse needs of clients with differing wealth profiles, many money managers use...
Schwab Conference: Acquiring Clients In A Wired World
Financial advisors and wealth managers, consider yourselves warned: having a web site is no longer...
Singaporean Elites Ramp Up Spending On Luxury And Technology
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Exclusive: Mobile Computing Shaking Up Family Office Tech Market
Family offices and technology vendors are scrambling to accommodate the fast-rising popularity of...
Crunch Time At Private Banks As Next Gen Demand “Institutional”-Style Reporting
The tumult in the markets has inevitably refocused the attention of private banks on reporting. But...
Why Ego-Surfing Is Crucial For HNW Individuals' Reputations
In today’s world, it’s all too easy to let yourself be defined by a Google search. While you,...
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