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Introduction Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of cu...
Design thinking is, at its core, a process of empathizing with the user. The methodology has been successfully used in many industries to drive human-centred innovation, resulting in the creation of p...
In the ever-evolving financial landscape, buzzwords spring up, causing us to ponder, "What is the real meaning behind this term?" Recently, the phrase "impact investing" has been c...
Irrespective of the industry, AI and ML are now all the rage, and asset management is no exception. By 2027, around 16% of asset managers will supposedly disappear due to a paradigm shift in technolo...
When JP Morgan Chase was fined $200 million for recordkeeping failures in 2021, it felt monumental. While ‘ephemeral messaging’ penalties were admittedly a new proposition, the size of the levy should...
Over the past few years, the adoption of AI into institutional investors' investment processes has proved to be successful in increasing investment results and operational efficiency. The remarkable a...
Robo-advice, or digital wealth management, is gaining popularity, particularly with Gen Z, as a way for individuals to receive financial advice and invest their money using algorithms and technology t...
In the intricate landscape of receivables management, large companies find themselves navigating a complex web of financial obligations and diverse customer bases. The stakes are high, and the challen...
Introduction The leading retirement firms are gearing up to respond to change in client’s financial needs. Firms have seen increase in demand for retirement plan, holistic financial advice, and financ...
In an era defined by rapid technological advancement, the importance of teamwork and leadership has never been more crucial. As the world delves deeper into the realm of artificial intelligence (AI), ...
A smooth subscription process is critical to private market relationships, especially given the current downturn in funding. Yet, manual compliance and onboarding processes are still prevalent at many...
While communications surveillance has become a more pressing requirement in recent years, the truth is that most of the current generation of platforms was built 20 years ago. Society has changed a lo...