Perficient

DECEMBER 19, 2023

In the dynamic realm of investment management, maintaining a competitive edge is paramount. Our client, a dynamic, independent investment management and strategic advisory firm, recognized the rising significance of Environmental, Social, and Governance (ESG) metrics in shaping investment decisions and reporting.

Report 221

Report Analysis Data Meeting 221

Perficient

FEBRUARY 15, 2022

which highlighted increasing the focus on advisor marketing technologies and digital advertising to increase lead generation and new client acquisition, and it’s becoming clear that the old way of finding and interacting with investors is dying. What are the top digital concerns from your clients/prospects?

Management 340

Management Rhode Island Delaware New Jersey 340

The Paypers

JULY 21, 2021

Italy-based Fabrick and Prometeia have announced the launch of Global Investment Portfolio, a digital wealth management solution that uses the power of AI and Open Banking.

Management 28

Management 28

BankNXT

FEBRUARY 27, 2017

Investors young and old are turning to digital platforms for portfolio oversight. As wealth managers respond to the ever-changing demands of clients, they will do well to offer a customer experience that appeals to both digital natives and newbies. Digital wealth management – not just for children on BankNXT.

Management 40

Management Customer Experience Trends Technology 40

Gonzobanker

NOVEMBER 9, 2022

New approaches to talent and technology are needed to address changes in the wealth management business model. As banks experience rate volatility and future increases in their costs of funds, businesses that drive noninterest income like trust and wealth management will be more important in creating franchise value.

Management 158

Management Community Bank Strategy Technology 158

The Paypers

APRIL 28, 2022

Germany-based B2B fintech Dericon and Luxembourg-based software company Investify Tech have announced plans to jointly develop a B2B offering for digital wealth management.

Management 28

Management Software Fintech Company 28

CB Insights

NOVEMBER 15, 2017

The walls between the worlds of insurance and wealth management are coming down. Find out how Betterment, Wealthfront, Stash, and Acorns are taking on the $70T asset management industry. The visualization below highlights the range of private digital wealth investments by insurers over time. Wealth Tech Startups.

Management 43

Management New York Kansas Chicago 43

BankNXT

SEPTEMBER 16, 2016

Engaging with investors can be a challenge for digital wealth managers, says Bartosz Golba, who suggests a more human solution. Digital wealth managers’ human faces will entice clients on BankNXT.

Management 40

Management UX Marketing Fintech 40

Bobsguide

OCTOBER 18, 2018

The wealth management industry is struggling with a changing customer demographic in which a new generation of tech-savvy clients have higher expectations of the products and services they receive. That’s according to Gautam Samanta, global head of BFS at NIIT Technologies, the global IT.

Management 76

Management Industry Technology 76

Bobsguide

APRIL 22, 2022

For the third consecutive year, GBST has been named in the top 100 most innovative companies across the wealth and asset management industry, cementing its position as a global leader. There are strong structural growth drivers in the global wealth management space which are set to significantly increase GBST’s addressable market.

Innovation 147

Innovation Company Management User Experience 147

Bank Innovation

MAY 8, 2019

Having spent a lot of time attending to retail customers, banks are now trying to digitally transform their wealth management and commercial lending businesses. Statistically speaking, digital innovation on the commercial banking side has been significantly slower than what we've seen on the […].

Lending 277

Lending Retail Innovation Management 277

Bobsguide

SEPTEMBER 12, 2022

Driven by investor research and innovative design, Wealth InFocus is transforming digital and print client communications and increasing investor engagement with a simpler, intuitive and actionable experience. ” The Next-Gen Wealth Experience.

Groups 88

Groups Management Innovation Survey 88

Bank Innovation

JUNE 4, 2019

Bank of America has added a human-assisted option to its digital wealth management product. With the launch of Merrill Edge Guided Investing with an Advisor this week, Bank of America joins a growing number of banks and fintech startups that are adding digital-only investment tools with human help.

America 170

America Tools Fintech Management 170

Perficient

JUNE 1, 2023

As a leading digital transformation company, Perficient is committed to helping financial services clients integrate Generative AI into their business to augment workflows across every function. Perficient can help deliver solutions to transform your organization.

Compliance 251

Compliance Industry Regulation Data 251

BankInovation

MAY 9, 2022

Digital wealth management company Envestnet announced new technology platforms and an internal automation drive during its first-quarter earnings presentation last week. banks, will release a solution for wealth advisors next week that […]. The Berwyn, Pa.-based based company, which has $5.5

Tools 97

Tools Management Technology Company 97

Bobsguide

MARCH 20, 2018

bobsguide reporter, Dave Beach, recently attended the Objectway 2018 wealth management conference in Rome. After a great pollo parmiggiano and a tour of the Sistine Chapel he made his way to the conference with one question in mind: What’s up with wealth management digitisation?

Management 99

Management Conference Report 99

Bank Innovation

APRIL 11, 2017

The study suggests that millennials have now accumulated enough wealth to be in the “sweet spot” for engaging a wealth manager. Digital advisory is also popular among Xennials–those born between 1978 […].

Millennials 231

Millennials Study Management Technology 231

Tom Groenfeldt

NOVEMBER 8, 2018

Wealth management firms want to know how well their advisers are doing, if customers have complaints, if customers want different products and whether they are likely to leave. They are using artificial intelligence to learn what their customers are thinking in time to take action.

Management 70

Management 70

Bobsguide

APRIL 1, 2022

Prometeia has been named as a leader in Digital Wealth Management Platforms by independent research firm Forrester in The Forrester WaveTM: Digital Wealth Management Platforms, Q1 2022 report. The report identifies and evaluates the 12 most significant Digital Wealth Management Platform providers.

Analytics 78

Analytics Innovation Management Analysis 78

PYMNTS

DECEMBER 9, 2019

Goldman Sachs is planning to launch digital wealth management services to customers with as little as $5,000 in 2020. The robo adviser will be offered both to United Capital’s direct clients, as well as outside advisers who use United Capital’s FinLife wealth management platform. “We

Capital 142

Capital Management Meeting Branding 142

PYMNTS

JULY 29, 2020

Paytm Money, which bills itself as India’s largest online investment and wealth management platform, announced Wednesday (July 29) it has appointed Varun Sridhar as its new chief executive. Paytm Money is on a mission to empower millions of Indians with wealth management products,” said Nayyar in the announcement. “We

Fintech 152

Fintech Retail Management US 152

PYMNTS

OCTOBER 14, 2020

Goldman Sachs ’ latest results showed continued traction in its digital, consumer banking efforts even as its core trading and asset management segments soared. Revenues, driven by asset management and trading, were up 30 percent to $10.8 In terms of headline numbers, the earnings per share of $9.68 were well above the $5.57

Apple 146

Apple Management Cards Course 146

Bobsguide

FEBRUARY 18, 2019

High net worth individuals (HNWI) that utilize the services of a private bank have traditionally been given high-end experiences associated with luxury brands, namely their own dedicated investment advisor, personalized products and services and a reliance on appointment-based face-to-face meetings.

Management 92

Management Meeting Branding 92

Bank Innovation

JUNE 20, 2016

As UBS preps to expand its digital capabilities in wealth management, the bank will launch an Advisory Lab to further explore the most practical uses of robos, according to Richard Steinmeier, head of emerging affluent and the wealth advice center at UBS Wealth Management.

Management 170

Management Technology 170

Bank Innovation

JUNE 26, 2017

Financial solutions provider Fiserv has partnered with digital investing startup GoldBean in order to bring personalized, digital financial advice to Fiserv customers, the companies announced today. For the vast majority of people who have a wealth manager or an […]. Fiserv and GoldBean have a solution.

Management 236

Management Company Operations Online 236

PYMNTS

JANUARY 17, 2021

Paytm is the most valuable Asian startup, and UBS Group is taking a chance on the burgeoning digital payments market, the report stated. According to CEO and Founder Vijay Shekhar Sharma , the company could turn profitable this year amid the wave of adoption of digital payment services in the wake of the pandemic, the report stated. “I

Groups 177

Groups Payments Lending Report 177

The Paypers

JANUARY 25, 2024

Italy-based health and asset management fintech Objectway has announced the acquisition of Canada-based Nest Wealth , a digital wealth solutions provider.

Fintech 41

Fintech Management 41

PYMNTS

SEPTEMBER 14, 2020

trillion global investment giant founded in the 1940s and named after Benjamin Franklin is teaming up with upstart Razer Fintech to create a digital wealth management platform targeted at millennials and young investors. 14) to work together to develop the new platform. 14) to work together to develop the new platform.

Millennials 134

Millennials Fintech Resources Innovation 134

Bobsguide

APRIL 26, 2018

By 2020 customer experience will overtake price and product as a key brand differentiator and for the most part, the experience will be digital. That’s the prediction by customer intelligence consultancy, Walker. As the gap in the mobile and online experiences between financial brands.

Management 60

Management Customer Experience Branding Mobile 60

Bank Innovation

SEPTEMBER 21, 2016

During a webinar focused on Digital Wealth Management for one of our clients, I thought that I would poke the audience by discussing a Future World in which we all create wealth by investing in our Digital Assets. I started by referring to MyCreditScore, as a Digital asset, only because Read More.

Management 150

Management blockchain 150

Fintech Labs Insights

MAY 16, 2017

Less than a month after announcing its new $105 million SoFi Prime Income Fund to help raise funds to issue loans, online lending innovator SoFi is making headlines again with the launch of SoFi Wealth. The new initiative, the company’s first digital wealth management offering, will allow investors in the U.S.

Management 19

Management San Francisco New York UX 19

PYMNTS

SEPTEMBER 11, 2018

On FinTech collaboration writ large, Singapore and Dubai are working together to encourage strides in digital payments and commerce done by mobile means. As noted earlier this week, a range of projects will span digital payments offerings, as well as blockchain and Big Data initiatives. New Offerings in Wealth Management.

Fintech 161

Fintech Big Data Tools Management 161

PYMNTS

DECEMBER 13, 2019

Their joint venture will provide individual investors in the country with a fund investment advisory service as approved by the China Securities Regulatory Commission (CSRC), bringing together the advisory as well as investment management service expertise of Vanguard and the technology of Alipay, according to an announcement.

Management 133

Management Technology Groups Retail 133

PYMNTS

JANUARY 18, 2021

Last week, Grab announced that its Grab Financial Group had raised $300 million in a Series A funding round led by Hanwha Asset Management and joined by K3 Ventures , GGV Capital , Arbor Ventures and Flourish Ventures. Last month, Grab and Singtel announced they had received a license to set up a digital bank in Singapore.

Fintech 198

Fintech US Groups Management 198

Chris Skinner

NOVEMBER 29, 2016

I talk to a lot of wealth managers and private banks. They want to lead in digital as their clients are the coolest, richest people on the planet. The large wealth managers, private banks … The post What do wealthy customers want?

Management 150

Management Digital Banking 150

BankInovation

JUNE 7, 2022

Paul Margarites knows a thing or two about digital transformation. commercial digital platforms at TD Bank, a subsidiary of $1.73 trillion TD Group, Margarites is using his past experience — including in the wealth management group at $3.24 As head of U.S.

America 98

America Groups Management 98

Bank Innovation

MAY 17, 2016

SigFig, a San Francisco-based robo advisor, partnered with UBS Wealth Management to create and customize digital tools for WMA’s 7,000 advisors, it was announced today. The tools will “complement” the existing expertise of UBS advisors, and not form a separate automated platform, SigFig said.

San Francisco 231

San Francisco Tools Strategy Management 231