Search Results for: Wealth management

Skience-Accelerates-Growth-Strategy-with-Appointment-of-WealthTech-Visionary-Kyle-Van-Pelt-as-Executive-Vice-President_-Sales
Business Fintech News

Skience Accelerates Growth Strategy With Appointment Of WealthTech Visionary Kyle Van Pelt As Executive Vice President, Sales

Fintech News Desk
by Fintech News Desk0
Skience, the leading provider of workflow automation, consulting services and integrations for firms in the wealth management industry, today announced it has hired Kyle Van Pelt as Executive Vice President, Sales, effective immediately. Read More: Treasury Intelligence Solutions: Miltenyi Biotec Standardizes Corporate Payments and Bank Management With New Payments Platform Mr. Van Pelt’s responsibilities include......
HSBC Announces Nuno Matos as Incoming Chief Executive of Wealth and Personal Banking
Banking Business Fintech News

HSBC Announces Nuno Matos as Incoming Chief Executive of Wealth and Personal Banking

Fintech News Desk
by Fintech News Desk0
Nuno Matos is appointed as Chief Executive of Wealth and Personal Banking (WPB), subject to regulatory approval. He will report to Noel Quinn, Group CEO, and join the Group Executive Committee. Nuno is currently the Chief Executive of HSBC Bank plc, the UK non-ring-fenced bank, and Chief Executive of HSBC......
Solera Announces Advances In Break-Through A.I. Solution Qapter, In Collaboration With Google Cloud, To Drive Speed, Savings And Scale In Automotive Claims Management
Artificial Intelligence Business Fintech News

Solera Announces Advances In Break-Through A.I. Solution Qapter, In Collaboration With Google Cloud, To Drive Speed, Savings And Scale In Automotive Claims Management

Fintech News Desk
by Fintech News Desk0
Innovative solution combines the latest cloud technology and computer vision to reinvent the claims workflow Solera Holdings, Inc. (“Solera” or the “company”), a global leader in risk and asset management data and software solutions for the insurance and automotive industries, today announced new updates regarding its revolutionary A.I.-based, end-to-end claims management platform,......
J.P. Morgan Asset Management agrees to acquire 55ip - a pioneer in delivering tax-smart investment strategies through model portfolios
Business Fintech News

J.P. Morgan Asset Management Agrees to Acquire 55ip – a Pioneer in Delivering Tax-Smart Investment Strategies Through Model Portfolios

Fintech News Desk
by Fintech News Desk0
55ip’s tax-smart investment strategy engine provides financial advisors with scalable solutions for tax transition and management Acquisition signifies accelerating investment in and development of advanced technology for financial advisors J.P. Morgan Asset Management today announced that it has entered into a definitive agreement to acquire 55ip, a financial technology company......
AssetMark-Brings-CIBC-Private-Wealth-High-Net-Worth-Solution-to-AssetMark-Platform
Business Fintech News

AssetMark Brings CIBC Private Wealth High-Net-Worth Solution To AssetMark Platform

Fintech News Desk
by Fintech News Desk0
AssetMark (NYSE: AMK) today announced it will offer CIBC Private Wealth investment management services and wealth planning expertise on the AssetMark platform to support financial advisors in serving the complex needs of high-net-worth and ultra-high-net worth clients. Read More:  insightsoftware Announces Intent to Acquire IDL Group CIBC Custom Portfolios offer tailored......
Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds
Artificial Intelligence Fintech News

Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds

Fintech News Desk
by Fintech News Desk0
Most believe AI will transform their industry but are underestimating the long-term value it can create by helping to reimagine the client experience While six in seven North American wealth managers (84%) believe that artificial intelligence (AI) will transform their industry in the next five years, less than one-third (28%)......
ApexDAO_-an-ethereum-based-dApp-for-decentralized-asset-management
Blockchain Business Fintech News

Apexdao, An Ethereum-based Dapp For Decentralized Asset Management

Fintech News Desk
by Fintech News Desk0
ApexDao, a decentralized asset management protocol based on the ethereum blockchain, has gone operational. The protocol enables DeFi investors to take complete control of their digital assets and at the same time exposing them to the best investment options available in the DeFi ecosystem. Decentralized finance (DeFi) has grown over......
Objectway-Delivers-Full-Client-Lifecycle-Management-At-Brewin-Dolphin
Business Fintech News

Objectway Delivers Full Client Lifecycle Management At Brewin Dolphin

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the Digital Wealth & Asset Management software, announced they have successfully implemented their client management system at the leading UK wealth manager Brewin Dolphin (LON: BRW). Earlier this year, the wealth manager reported progress with technology modernisation in line with their digital strategy. Particular mention was made of......
Double-Win-For-Objectway-WealthTech-Suite-At-XCelent-2020-Awards
Business Fintech News

Double Win For Objectway WealthTech Suite At XCelent 2020 Awards

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the Digital Wealth & Asset Management software, won the XCelent award for Breadth of Functionality and for Client Base in Celent’s October 2020 report, Front-to-Middle Office Platforms: EMEA Wealth Management Edition: 2020 XCelent Awards: Powered by VendorMatch. This report examined the leading vendors of Front-to-Middle Office platforms in EMEA, delivering a solution that......
WealthTech-Leader-Skience-Welcomes-New-Hires-in-Response-to-Incoming-Client-Demand
Business Fintech Investment Services News

WealthTech Leader Skience Welcomes New Hires In Response To Incoming Client Demand

Fintech News Desk
by Fintech News Desk0
Skience, the leading financial services solution and consulting provider, today announced it has hired two experienced wealth management professionals to meet the demands of recent growth. These new hires enable Skience to improve the delivery of its award-winning wealth management platform solutions while ensuring a world-class client relationship experience. Read......
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