Banking Tech Awards 2021 now open for entries!
The awards are open to banks, financial institutions, technology and service providers, teams and individuals.
Wealth Management
Fintech funding deals globally 3-9 May 2021
Featuring Wealthsimple, CollectiveHealth, Bitso, Shift Technology, and Forge Global.
Canadian fintech Wealthsimple raises record $610m at $4bn valuation
The fintech started off as a robo-advisor back in 2014.
HSBC launches first multi-asset index driven by AI and big data
AiMAX uses new and historical data to identify assets poised for growth.
Nomura hires former Barclays exec Jain as new CIO
Jain spent 13 years at Barclays, leaving as CTO in 2019.
IDS to acquire White Clarke Group in multi-asset class merger deal
The combined firm will serve more than 300 companies.
Fintech funding deals globally 15-21 March 2021
Featuring SumUp, eToro, Plaid, SecurityScorecard, and Coalition.
People, not technology, are leading the new fund administration revolution
Asset managers will continue to value people who understand and address their needs.
Tackling unconscious gender biases in wealth management
Yaela Shamberg, co-founder and CPO at InvestCloud shares her thoughts on gender equality.
FinTech Futures Industry Survey & Report 2021
A deep-dive into the trends defining 2021 and beyond, based on a comprehensive survey of the industry.
Fintech funding deals globally 1-7 February 2021
Featuring Stash, Built, LeaseLock, Valon Mortgage, and Metromile.
What the Fintech? | S.2 Episode 3 | Israel’s mobile lending tech scene
Featuring Shlomi Turgeman, founder and CEO of BTB Israel.
Fintech trends watch 2021: checkouts, wealthtech and SCA
Our resident Gen Z’er, Ruby Hinchliffe, shares her three predictions for 2021.
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.
