Report: The future of digital wealth management
A new FinTech Futures report examines the future of wealth management in a digital era.
WealthTech
Carta faces gender discrimination lawsuit
Paying her less than her male peers and subjecting her to other forms of gender discrimination.
CCAF, World Bank and World Economic Forum call on industry to take part in COVID-19 fintech study
Working in fintech? Take part in the survey and share your views!
Webinar: Streamlining manual processes amid COVID-19
Experts from Banco Santander, Foxit Software and Xendoo discuss digitising paperwork during the coronavirus crisis.
White paper: Rearchitecting and simplifying post-trade operations
How cloud and innovative tech adoption can help overcome challenges in post-trade operations.
Five ways it pays to go beyond ID-only verification
Identity verification serves many benefits to organisations seeking to build trust in their online channels.
Why remote onboarding is going to make or break banks
A number of onboarding steps can be automated, streamlined and simplified to deliver a better customer experience.
Banking Technology July/August 2020 issue out now
Unlocking the benefits of open banking.
FNZ and State Street collaborate on wealth management servicing venture
FNZ will acquire a majority stake in State Street’s Wealth Manager Services business.
Introducing CRUX Digital Days – getting the crux of the tech matter
What’s shaping the financial services technology industry of today and what awaits it tomorrow?
PictureWealth lands AUD 12m and seals acquisition
The company has acquired NEO Financial Solutions (NFS) for an undisclosed sum.
FinTech Futures and Jobbio team up to launch FinTech Futures Jobs
Launching an exciting new jobs board for the global fintech community.
Pagaya raises $102m in Series D funding round
The US-Israeli wealthtech will use the investment to hire more top tier data scientists.
Five steps that will change reconciliation forever
What does the future of reconciliation look like?
M1 Finance raises $33m in Series B funding
Left Lane Capital led the new round, brining M1’s total raised to $55m.
Video: Coforge – harnessing emerging tech and deep domain expertise in financial services
Digital services, intelligent automation, data & analytics, cloud & infrastructure – engage with the emerging!
Banking Tech Awards 2020 now open for entries!
The awards are open to banks, financial institutions, technology and service providers, teams and individuals.
Microgen and Touchstone rebrand merged business to TrustQuay
Since the November 2019 merger, the firm has signed a handful of new deals.
Introducing FinTech Features – showcasing the best in fintech on 30 June
A new digital platform for the financial services professionals to learn about the latest technologies and solutions.
Banco Itaú International picks Temenos Infinity to revamp wealth management
The Brazilian financial group is revamping its international and Swiss operations.
UK green investment platform Clim8 raises £1.35m
The fintech is due to launch sometime this summer.
Smarterly secures £7m in Series A funding round
Some of the investment was used to complete the recent acquisition of Salvus.
What the Fintech? Episode 5 | Digital disruption: innovation in investments
CEO of the investment trading app, Evarvest, reveals the timeline of its launch in the UK.
Banking Technology May 2020 issue out now
Hope springs eternal: discovering alternative lending in times of crisis.
Vise lands $14.5m Series A led by Sequoia Capital
“This is one of the biggest markets on Earth,” says Sequoia.
Cash deposit platform Flagstone lands £12m funding
Since 2015, Flagstone says it has facilitated £5 billion in deposits.
Only the best wealth management CRM can meet today’s regulatory challenges
It is not possible to overplay the economic and reputational importance of compliance.
SS&C Technologies acquires Innovest Systems in $120m deal
The transaction is expected to close in Q2 2020.
Deutsche Bank signs 2028 contract extension for Avaloq tech
Swiss vendor will provide BPO services foe Deutsche until 2028.
Looking beyond the coronavirus trading boom
Some trading apps see their future in the saving market.
Finantix finalises acquisition of Swiss AI firm InCube
InCube will be brought into the wider Finantix portfolio.
7Q Financial Services goes live with Profile Software’s Axia
Cyprus-based investment house deploys Profile’s wealthtech.
KBC spins out wealthtech business into new start-up ‘everyoneINVESTED’
The start-up will focus on B2B services to help firms attract younger investors.
InvestSuite raises €2m in extended seed funding
The Belgian firm will put the money towards a global expansion.
Data affinity and customer centricity: what luxury retailers can teach wealth managers
Useful learnings from the success of luxury retail.
DriveWealth extends to UAE with Wealthface agreement
Trading technology firm signs first Middle East deal.
Gradually – then suddenly: parenting during coronavirus
Until we get beyond, hunker down and carry on. Pass me that glass of wine please.
FinTech Futures update: business as usual
Our team is here to help the market navigate today’s challenging business landscape.
JH&P picks InvestCloud to transform digital communication
The wealth management group also expects significant cost savings.
Three digital transformation lessons wealth management firms can learn from luxury fashion brands
Build online trust with customers and identify ways to replicate the offline experience.
