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Solving digital wealth management transformation with modular software

February 27, 2023

The wealth management sector lags behind the rest of the financial industry in its digital transformation journey. Banks are between five and ...

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Investor education and the role of fintech

January 31, 2023

The rise of low-cost, user-friendly trading apps has made investing easier and more accessible than ever before. Despite this, and a surge ...

Article

Automating complex corporate actions for stock trading firms

October 6, 2022

Corporate actions are relatively common occurrences among public companies that, in turn, may require some sort of input from both investors/shareholders and ...

Article

Investments: the growing opportunity for neobanks

March 21, 2022

Neobanks have successfully disrupted the finance sector by leveraging technology to improve the customer journey, so they can match the experience delivered ...

Article

How can you automate corporate actions as a distributor of financial instruments?

March 13, 2022

One of, if not the most, work intensive areas when operating a financial intermediary like a securities brokerage firm or asset manager ...

Article

Investment management: The shift to the cloud

February 3, 2022

The financial services industry is being rapidly transformed by a digitalisation process that started some years ago and has many more years ...

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