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Wealth Technology News
Indian Bank Choses OLYMPIC for Asian Wealth Management
Major Acquistion for Wealth Management IT Provider
Advent Passes 100 Clients Mark
Investment Wrap Provider Firm Adds to Management Team
Wealth Technology Features
Are Wealth Managers Ready to Exploit Untapped Markets?
Despite uncertainties in financial services, wealth managers are enjoying rapid growth. But demands on these players are becoming more complex.
Competitive Advantage Through Front-to-Back Office Integration
The growing complexity of portfolio management is placing increasing pressures on private banks. While the front office graples with the need to effectively manage the client relationship, the back office seeks to streamline the processing of the transactions and lower its total cost of ownership. Marc De Groote, CEO at Callata˙ & Wouters, navigates a course through the obstacles and opportunities these challenges present and looks at how banks can achieve competitive advantage through the integration of their IT.
Online Services Can Differentiate But Won't Replace Personal Touch
Although online services for clients have not traditionally figured high on the agenda of most private banks, it is fast becoming a differentiator for some firms.
Emerging Trends in IT Sourcing in UK Private Banking
Several trends are now driving private banks and wealth managers in the UK to replace or outsource key modules of their information technology systems. However, the recent track record of such endeavours has not been good.
Latest news from WealthBriefing
- Major Acquistion for Wealth Management IT Provider
- Indian Bank Choses OLYMPIC for Asian Wealth Management
- Odyssey Signs Up Swiss Bank
- Advent Passes 100 Clients Mark
- Investment Wrap Provider Firm Adds to Management Team
- Liechstenstein Bank Signs Up For New Software System
- Australian Financial Planning Firm Signs Up to Advisory, Tech Service
