Financial institutions, especially those dealing with large deposits like wealth management firms, have a dilemma when it comes to compliance with Know Your Customer (KYC), Anti-Money Laundering (AML) data collection and other regulatory requirements. On the one hand, firms and their advisors must comply with these regulations – they are in no way optional. On […]

The leading US-based crypto exchange, Conibase, teamed up with One River Digital Asset Management on a new SMA offering.

Experienced Risk Management Adviser to join Risk Management team of Wealth Management firm, Mosaic Financial Advisers.

(PRWeb January 24, 2022)

Read the full story at https://www.prweb.com/releases/2022/1/prweb18449848.htm

Courtesy of an investment from Thoma Bravo, personalization and customer-engagement solution provider for financial services companies Personetics has raised $85 million in growth funding. Updated valuation information was not disclosed. Calling data-driven personalization and customer engagement “the battleground for financial institutions” worldwide, Personetics CEO and co-founder David Sosna said that banks and financial services providers Read more...

The post Personetics Scores $85 Million in Growth Funding appeared first on Finovate.

Australia’s leading financial services KYC & onboarding platform provider, LAB Group, announces that it has partnered with one of Australia’s preeminent investment and...

CREALOGIX, as one of the industry leaders in digital banking solutions, has been handed the honour of best in category ’Overall WealthTech Provider...

For the first time, an international private banking platform has followed the example of St. Galler Kantonalbank and selected the Digital Hub from...

Open Banking Initiative Canada (OBIC), which is a non-profit advocacy organization bringing together professionals from finance, technology, and regulation, to promote Open Banking,...

By René Raabe, Global Segment Lead Wealth, CREALOGIXDigital innovation is set to accelerate in wealth management post-pandemic but the real value is finding...

63% are using alternative data sources as a way to improve decision makingOver a quarter (26%) note their data needs have increased significantly since...

d1g1t Inc., the provider of an enterprise-grade wealth management solution powered by analytics and risk management tools, has finalized a new round of...

The new Refinitiv Active Investor platform will enable wealth managers to optimize their brand identity.