Tag : wealth management

Avaloq Launches the Avaloq Data Synthesizer, a Cutting-Edge Solution for Using Production-Like Data in Software Development
Banking Business Fintech News

Avaloq Launches the Avaloq Data Synthesizer, a Cutting-Edge Solution for Using Production-Like Data in Software Development

Fintech News Desk
by Fintech News Desk0
Global fintech leader Avaloq has launched the Avaloq Data Synthesizer, a cutting-edge solution that allows financial institutions to simulate real client data in the development of software products. The innovative application can be deployed in the Avaloq.one ecosystem’s sandbox, ensuring a controlled and cloud-based setting. The new solution derives information......
Chase-Mobile-App-Named-_1-in-J.D.-Power-Wealth-Management-Mobile-App-Satisfaction-Study
Banking Fintech Mobile Banking News Trading

Chase Mobile App Named #1 in J.D. Power Wealth Management Mobile App Satisfaction Study

Fintech News Desk
by Fintech News Desk0
The Chase Mobile app was named the #1 wealth management app in overall customer satisfaction, according to the J.D. Power 2020 U.S. Wealth Management Mobile App Satisfaction Study. The Chase Mobile app seamlessly integrates Chase banking and J.P. Morgan wealth management into one easy-to-use experience. Customers who invest with an......
Quontic Bank Hires Felix Todd As Chief Technology Officer
Banking Business Fintech News

Quontic Bank Hires Felix Todd As Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Seasoned Executive Will Lead Enhancing Technology Efforts as Digital Bank Experiences Explosive Growth Quontic, the adaptive digital bank, is pleased to announce today that Felix Todd has joined the company as Chief Technology Officer (CTO). Todd was most recently with Regions Bank, one of the nation’s largest full-service providers of consumer and......
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%)......
Global-X-ETFs-Deepens-Global-Reach-with-Launch-of-European-UCITS-Business
Business Fintech News

Global X ETFs Deepens Global Reach With Launch of European UCITS Business

Fintech News Desk
by Fintech News Desk0
Global X ETFs, the New York-based provider of exchange-traded funds (ETFs), today announced the launch of its European business operation. Global X, known for its thematic growth, income, and international access strategies, will aim to bring its intelligent investment solutions to a European audience of investors via UCITS ETFs. To......
Credit Card Companies’ Support for Small Businesses During COVID-19 Not Enough to Drive Customer Satisfaction, J.D. Power Finds
Business Fintech News

Wealth Management App Use Surges Among Investors But Satisfaction Lags, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Wealth management mobile apps have emerged as a go-to resource for investors during the COVID-19 pandemic, but despite substantial growth in app utilization, customer satisfaction lags other industries and firms have failed to leverage the potential of these digital tools to drive greater interaction with advisors. According to the J.D.......
GlobalFintechSeries Interview with Kevin Hughes, Senior Product Manager, Aggregation Services, Digital Payment Solutions at Fiserv
Banking Fintech Interviews Risk Management

Global Fintech Interview with Kevin Hughes, Senior Product Manager, Aggregation Services at Fiserv

Paroma Sen
by Paroma Sen0
Improving Marketing and Sales Alignment, Adjusting to the New Normal and Scaling Business Growth Despite Covid-19, catch more in these conversations with experts from JotForm, Xactly, Demandbase and More!  ...
Addepar Raises $117M in Series E Funding
Fintech Fintech Funding Investment Services News

Addepar Raises $117M in Series E Funding

Fintech News Desk
by Fintech News Desk0
Investment led by WestCap Group will support the expansion of Addepar’s industry-leading platform Addepar, a technology platform for wealth management, announced it has closed a $117 million Series E funding round, led by WestCap Group (“WestCap”). WestCap’s investment from its flagship Strategic Operator Fund was led by Laurence A. Tosi, WestCap’s Founder and Managing Partner......
FNZ TO ACQUIRE SILICA FROM NINETY ONE
Fintech News

FNZ TO ACQUIRE SILICA FROM NINETY ONE

Fintech News Desk
by Fintech News Desk0
The acquisition supports FNZ’s long-term strategy of expanding the accessibility of wealth management services in the South African market. FNZ, a leading global wealth management platform with over €700 billion in assets under administration, has agreed to acquire South African third-party administration firm Silica from Ninety One. Read More: Tribe......
Bill.com and KeyBank introduce Key CashFlowsm, a Streamlined Payments Solution for Small and Midsize Businesses
Business Fintech Investment Services News

Bill.com Launches Tailored Offering For Wealth Management Firms To Help Deliver Bill Pay Services For High-Net-Worth Clients

Fintech News Desk
by Fintech News Desk0
Bill.com (NYSE: BILL), a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB) today announced a new offering for wealth management firms supporting high-net-worth clients. The solution enables firms to shift from a cumbersome and time-intensive approach to an......
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