Fintech trends watch 2021: checkouts, wealthtech and SCA
Our resident Gen Z’er, Ruby Hinchliffe, shares her three predictions for 2021.
Wealth Management
Former JP Morgan execs launch wealthtech Vestrata with $4m
Vestrata has already signed up a number of investment managers and solution partners.
Innovations – moonshot thinking and the art of walking the Earth
In wealth management, innovations need challengers, ambitious goals… and patience.
Canadian robo-advisor Wealthsimple lands unicorn status with $87m raise
Wealthsimple serves some 1.5 million users.
Morgan Stanley fined $60m for improper disposal of personal data
The OCC found examples in 2016 and 2019 of failure to oversee third party companies.
JP Morgan Asset Management signs Morgan Money deal with SAP
SAP to deploy Morgan Money on its client-facing delivery platform.
The new face of client relationships in wealth management
Wealth managers now have access to more tools than ever to digitise processes.
Report: The total economic impact of Appway Onboarding for wealth management
Increased revenues and improved efficiency for internationally operating wealth management firms and private banks.
Four US digital trading apps experienced technical issues this week
It’s rare for as many as four digital brokerage platforms to experience issues all at the same time.
SimCorp puts Dimension on the cloud with Microsoft Azure
Investment systems vendor signs public cloud deal with Microsoft.
Report: The future of digital wealth management
A new FinTech Futures report examines the future of wealth management in a digital era.
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!
The roaring 20s: when the asset manager becomes a data manager
Failure to adapt won’t just impact your existing client base’s investments.
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?
Pagaya raises $102m in Series D funding round
The US-Israeli wealthtech will use the investment to hire more top tier data scientists.
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.
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.
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.
Data affinity and customer centricity: what luxury retailers can teach wealth managers
Useful learnings from the success of luxury retail.
Video: Top fintech stories this week – 06 March 2020
FinTech Futures’ weekly news round-up.
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.
Wealthtech FNZ secures investment from Temasek, acquires IPSI
FNZ hopes to benefit from Temasek’s “significant presence”.
How Canada’s Wealthsimple is building a whole financial suite
“We’re building a lifestyle brand,” says the fintech’s Europe CEO.
Kristal.AI raises $6m in Series A for algo-powered wealth management
Singapore-based firm plans Middle East expansion with fresh cash.
Innovate to succeed: The client call to action for wealth management
How can you become more effective in serving your clientele?
The 20th Banking Technology Awards winners have been announced
It was a brilliant celebration of excellence and innovation in the banking industry.
Top tips for protecting your assets in 2020
Interesting wealth management tips to consider during 2020.
eBook: Accelerating banking efficiency
Exploring three opportunities available for banks to make the most of their existing infrastructure.
20th Banking Technology Awards: showcase your brand to decision-makers at banks
Get your brand seen by the brightest and most innovative decision-makers in the industry and network with them at a spectacular gala ceremony!
Sibos 2019: Final wrap-up of talks, interviews and daily news
See our final wrap-up of the London-hosted four day event!
The best of Robo Investing 2019
Catch up on exclusive interviews from Robo Investing 2019 .
Nucoro warns 84% of wealth management digitisation could fail
Wealth managers must re-engineer their operations to compete.
Wealthfront acquires robo advisor Grove
California-based, Wealthfront, is acquiring financial planning fintech Grove for an undisclosed sum
