Wealth management stories - Page 4
Booster's Savvy card finalist at Banking Tech Awards
Thu, 24th Oct 2024
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fintech
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cx
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martech
Booster's Savvy debit card has been named a finalist in two categories at the Fintech Futures 2024 Banking Tech Awards, competing against major banks.
Laserfiche clinches ninth WealthManagement.com Industry Award
Thu, 19th Sep 2024
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crm
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document management
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digital transformation
Laserfiche has clinched its ninth WealthManagement.com Industry Award for its generative AI document summarisation tool, boosting efficiency in wealth management.
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Broadridge appoints Paul Simpson as Vice Chairman of Global Technology & Operations Business
Wed, 13th Sep 2023
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wealth management
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job moves
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broadridge
Broadridge Financial Solutions appoints Paul Simpson as Vice Chairman to enhance client focus and drive go-to-market initiatives.
NZ wealth managers rely on intuition for client risk suitability
Tue, 2nd May 2023
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fintech
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risk & compliance
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wealth management
There is still strong support for better systems to help them improve the service to clients and better assess risk suitability.
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Lendor appoints Jo Olivia Lee as chief operating officer
Fri, 1st Jul 2022
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clean technologies
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capital
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climate change
Jo Olivia Lee appointed as chief operating officer. She will oversee app development and operations for Singapore and Lendor Thailand.
Video: 10 Minute IT Jams - Who is Bybit?
Fri, 2nd Jul 2021
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crypto
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blockchain
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clean technologies
Bybit, a cryptocurrency exchange, boasts over 2 million registered users worldwide. TechDay uncovers the ins and outs with Bybit's Head of Communications.