Wealthtech FNZ acquires client onboarding tech vendor Appway
Hanspeter Wolf, CEO and founder of Appway, will become FNZ’s CTO.
Appway
Report: The total economic impact of Appway Onboarding for wealth management
Increased revenues and improved efficiency for internationally operating wealth management firms and private banks.
Appway raises $37 million in equity funding from Summit Partners
Lifecycle management firm secures first external capital raise.
New digital business models depend on agile and adaptive compliance processes
Flexibility, rhythm, and simplification are vital in helping institutions survive and thrive in this riskier world.
Data affinity and customer centricity: what luxury retailers can teach wealth managers
Useful learnings from the success of luxury retail.
Innovate to succeed: The client call to action for wealth management
How can you become more effective in serving your clientele?
Mobile apps will boost wealth management sector
An analysis of mobile solutions for financial advisors concludes that applications to support client interaction and advisory services “will become one of the most industry-disruptive, but potentially most rewarding” developments in the wealth management sector. This is the main finding of Mobile Apps for Financial Advisors and Wealth Managers by Swiss research company MyPrivateBanking Research. […]
