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Digital Transformation: A Key Enabler For Wealth Management Firms In Post-Pandemic Times

On Oct 26, 2020
@RAlexJimenez shared
#DigitalTransformation: A Key Enabler For #WealthManagement Firms In Post-Pandemic Times https://t.co/OzkWDZHp24 #wealthtech #fintech #finserv
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The success of digital transformation requires orienting the organization toward a digital mindset.

www.forbes.com
On Oct 26, 2020
@RAlexJimenez shared
#DigitalTransformation: A Key Enabler For #WealthManagement Firms In Post-Pandemic Times https://t.co/OzkWDZHp24 #wealthtech #fintech #finserv
Open

Digital Transformation: A Key Enabler For Wealth Management Firms In Post-Pandemic Times

Digital Transformation: A Key Enabler For Wealth Management Firms In Post-Pandemic Times

The success of digital transformation requires orienting the organization toward a digital mindset.

The Latest In Financial Advisor #FinTech (July 2019)

The Latest In Financial Advisor #FinTech (July 2019)

Fidelity is launching Managed Account XChange (FMAX), Envestnet is putting its Insurance Exchange into production, LifeYield rolls out az"Income Advantage" tool, and more!

Kurtosys Spotlight: Paul Kay, storytelling webinar, #MentalHealthAwarenessWeek

Kurtosys Spotlight: Paul Kay, storytelling webinar, #MentalHealthAwarenessWeek

This week’s edition of Kurtosys Spotlight features our psychological podcast with Dr Simon Moore, our successful storytelling webinar, neuroinclusion, and #MentalHealthAwarenessWeek.

Investment Management: Entering Choppier And Shallower Waters

Investment Management: Entering Choppier And Shallower Waters

The investment management industry is ripe for disruption with fees trending down and client expectations trending up. We believe some widely held perceptions about client needs and ...

Industry Insiders reveal the 5 companies they think JPMorgan could try and buy after Jamie Dimon said the bank would be 'much more aggressive' on M&A

Industry Insiders reveal the 5 companies they think JPMorgan could try and buy after Jamie Dimon said the bank would be 'much more aggressive' on M&A

A wave of deal-making is washing over the brokerage and wealth management industries. JPMorgan told investors they were considering jumping in.

Swiss Bank selects IHS Markit’s EDM solution for consistent data delivery

Swiss Bank selects IHS Markit’s EDM solution for consistent data delivery

IHS Markit has announced that Swiss Bank, Union Bancaire Privée, has selected its Enterprise Data Management(EDM) solution in a bid to transform the latter's front to back-office systems ...

InvestOps USA 2019 Key Takeaways

InvestOps USA 2019 Key Takeaways

Earlier this month our team attended the InvestOps USA 2019 conference just outside of Tampa, Florid...

Fidelity’s Man: Can Tom Jessop Bridge Crypto and Wall Street for Good?

Fidelity’s Man: Can Tom Jessop Bridge Crypto and Wall Street for Good?

CoinDesk profiles Fidelity's Tom Jessop, who is leading the firm's effort to bridge the world of digital assets and Wall Street.

Managing a Start-up or Emerging Hedge Fund in 2020

Managing a Start-up or Emerging Hedge Fund in 2020

The world’s premier (online) meet-up for start-up and emerging hedge fund managers. Pre-register today!

2019 Speakers

2019 Speakers

Host to the top industry innovators and speakers. Explore the expert speaker lineup for Digital Wealth now.

Should You Invest in Bitcoin and Cryptocurrencies? Experts Share Best Practices in a Volatile (Yet Maturing) Market.

Should You Invest in Bitcoin and Cryptocurrencies? Experts Share Best Practices in a Volatile (Yet Maturing) Market.

Do you believe Bitcoin and cryptocurrencies are ready to skyrocket again? Since its inception in 2010, Bitcoin was the first digital asset to beget an entire ecosystem of ...