Blogs
Revolutionizing Digital Investor & Fund Onboarding
Societal attitudes are changing at a rapid pace. People want results in a fast, seamless and digital manner, free from red tape. These sentiments are no different in the investor space, with digitalization enabling frictionless transactional activities at
The Automation of AML & KYC Regulation for Asset Managers
With a recent influx of large-scale Anti-Money laundering (AML) andKnow-Your-Customer (KYC)enforcement actions, those within the Asset Management sector must now find the perfect balance between active regulatory adherence and delivering a positive end-to-
The Future of Client Onboarding for Financial Institutions
Emerging new technologies are revolutionizing how financial institutions conductclient onboardingprocedures across their organizations. The drive towards digital transformation is led in equal parts by the need to tackle operational challenges, as well as
Why Digitalization is the way forward for Private Banking & Wealth Management
High net worth (HNW) clients that utilize the services of a private bank have traditionally been given a bespoke, personal experience associated with luxury brands, namely their own dedicated investment advisor, personalized products and services and a rel
How to Deliver Better Client Experience by Digitalizing Onboarding
The transition from manual and paper-based systems to a digital approach to onboarding, facilitated byClient Lifecycle Management (CLM)programs, can give clients a positive customer experience that is all too crucial in a digital-first world.
Asset Management in the Digital Age
As the world becomes increasingly digital, start-ups specializing in blockchain and fintech are transforming businesses across the board. Yet with constantly changing regulation and the need to compete with digital disruption, 2019 will be the year when re
