313 Results from /wealth
Harriet Christie Chief Operating Officer at Mirrorweb
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 have drawn a line in the sand and led to a tectonic shift in compliance procedures for financial services organizations. What has unfolded since has...
08 November 2023 /regulation /wealth Regulatory Reporting
Tommaso Migliore CEO & Co-Founder at MDOTM Ltd
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 application of such technology in this field has then grabbed substantial attention, particularly from large financial institutions, to the point that...
08 November 2023 /wealth
Darren Winfield Insight Consultant at Defaqto Ltd
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 through apps and web-based platforms rather than human financial advisors. As Gen Z continues to gain financial knowledge and independence, the adopti...
06 November 2023 /wealth /predictions Digital Banking, Mortgages and Savings
Andrea Varga Head of Innovation at Aryza
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 challenges are formidable. In this ever-evolving arena, a compelling shift in strategy is gaining prominence - the engagement of multiple Debt Collection Ag...
30 October 2023 /payments /wealth
Kuldeep Shrimali Consulting Partner at Tata Consultancy Services
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 financial wellness solutions. The change in client needs driven by the latest macro-economic developments such as increasing interest rate, rising inflatio...
25 October 2023 /wealth Banking Strategy, Digital and Transformation
Jose Pierre CEO at Marketware International, Inc.
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), organizations are undergoing transformative shifts, emphasizing the need for collaborative and visionary leadership to navigate the complexities of a...
16 October 2023 /people /wealth Artificial Intelligence and Financial Services
Retired Member
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 firms. This not only creates tedious back-office work, it’s costly and ultimately slows down fund growth. Meanwhile, some private equity firms are e...
11 October 2023 /wealth /markets Private Equity Investing in Financial Technology
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 lot since then, both in terms of our technological capabilities and the ways in which we communicate. It’s important that compliance tools keep up with...
11 October 2023 /regulation /wealth RegTech
Naina Rajgopalan Content Head at Freo
Recurring deposits, often abbreviated as RDs, have long been a preferred choice among individuals seeking a secure and systematic way to save and grow their money. These savings instruments offer a disciplined approach to financial planning and can help you achieve your short and long-term goals. In this comprehensive guide, we will delve into the...
03 October 2023 /wealth /inclusion Personal Finance
Kevin Eley VP of Sales, UK and Europe at LogRhythm
The modern threat landscape is evolving at an unprecedented rate. Attackers are continuously deploying more sophisticated techniques and it can be hard for Chief Information Security Officers (CISOs) to know whether they’re investing their cybersecurity budgets in the right places. In challenging economic climates, cybersecurity must remain a top ...
14 September 2023 /security /wealth
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