Archive for the ‘Blog’ Category:

2020 has been a year of challenging moments in wealth management. From a pandemic to a recession,...  Read More

Increasing clients per advisor and better advisory to each client – striking two birds with one stone...  Read More

By Jason Harrell, Executive Director, Technology Risk Management, Head of Business and Government Cybersecurity Partnerships at DTCC...  Read More

Gary Dolman, Co-Founder and former CFO of Monzo, in conversation with Capdesk Ahead of a webinar hosted...  Read More

The Covid-19 pandemic, a sharp economic downturn, incoming regulations and emerging technologies all feature prominently on this...  Read More

By Brian Coburn, CEO at Bridge The ability of COVID-19 to dramatically change consumer buying behaviour continues...  Read More

By Pim Koorn, Product Director, Business Banking at Backbase With the fourth quarter quickly approaching, banks are...  Read More

By Ted Sausen, Subject Matter Expert, NICE Actimize On September 20, 2020, just four days after the...  Read More

Two recent news stories vividly illustrate how there is no such thing as internal and external comms....  Read More

By Eli Rosner, Chief Product and Technology Officer, Finastra   Changes in regulation, customer expectations and technology have...  Read More

By Mark Bolton, Head of Sales, International at Gresham Technologies Automation was once embraced wholeheartedly by reconciliation...  Read More

By Niall Twomey, CTO at Fenergo How do financial institutions stay competitive in the COVID-impacted marketplace? In...  Read More