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.
It is not possible to overplay the economic and reputational importance of compliance.
Alessandro Tonchia gives his fintech predictions as we enter a new decade.
Private equity firm gets hold of digital services provider.
Deal brings in quant-enabled investment tools for digital wealth management.
Finantix, a specialist provider of sales and advisory software to financial institutions, is implementing its digital suite at Rothschild Bank.