Company Description: Avaloq is a global leader in digital banking solutions. Its core banking platform and wealth management technology are delivered through Software as a Service (SaaS) and on-premises models. Avaloq’s Business Process as a Service (BPaaS) offers a high degree of automation to boost back-office efficiency. More than 150 banks and wealth managers worldwide trust Avaloq for its innovative products and reliable services. Avaloq is a subsidiary of NEC Corporation, a global leader in the integration of IT and network technologies.
Company Website: www.avaloq.com
Company Description: Today’s client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital automation. Businesses can streamline deadline-driven client interactions, including account onboarding, account servicing, exception handling. Moxo powers client interaction workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Standard Chartered, Raiffeisen Bank, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo’s co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.
Company Website: http://moxtra.com/
Company Description: Smart Communications is a leading technology company focused on helping businesses engage in more meaningful customer conversations. Its Conversation Cloud™ platform uniquely delivers personalized, omnichannel conversations across the entire customer experience, empowering companies to succeed in today’s digital-focused, customer-driven world while also simplifying processes and operating more efficiently. Smart Communications is headquartered in the UK and serves more than 650 customers from offices located across North America, Europe, and Asia Pacific. Smart Communications’ Conversation Cloud platform includes the enterprise-scale customer communications management (CCM) power of SmartCOMMTM, forms transformation capabilities made possible by SmartIQTM and the trade documentation expertise of SmartDXTM. In 2021, the company acquired Assentis, a leading European software solutions provider specializing in customer communications management (CCM) with a focus on the financial services industry. To learn more, visit smartcommunications.com
Company Website: www.smartcommunications.com
Company Description: aixigo has the world's fastest API-based wealth management platform for investment advisory, portfolio management, portfolio risk management, portfolio analysis and portfolio monitoring. The platform, which is equipped with more than 100 digital services delivers constant trend-setting and real added value innovations to aixigo’s customers and their savings and investment customers. aixigo's financial software enables you to leverage potential that previously seemed unattainable. aixigo’s international customers including Bank Vontobel, BNP Paribas, Commerzbank and Hargreaves Lansdown are already benefiting from the aixigo platform. Contact us and we will clarify how we can support you quickly and tailored to your needs!
Company Website: www.aixigo.com
Company Description: Its award-winning software is trusted by 10 of the top 25 wealth managers to digitize, automate, and accelerate core business processes, such as the onboarding of new clients, managing changing client circumstances, and regulatory reviews. With its reusable components, Appway allows firms to create business applications in a scalable and flexible way. Industry-leading institutions rely on Appway to automate workflows across people, systems, and data, improve customer experience and boost internal efficiencies in full compliance with complex industry regulations. Headquartered in Switzerland with offices around the globe, Appway serves customers while collaborating with an extensive ecosystem of consulting, implementation, and technology partners.
Company Website: http://www.appway.com/
Company Description: CID provides enhanced intelligence and analytics solutions for financial services companies. CID is a valued strategic partner to financial services providers because of its powerful software platform – CORPUS –, its dedication to creating business value with regards to bank-specific challenges and requirements, and its next generation Artificial Intelligence technology: Neuro Computing. CID enables clients to achieve exceptionally high quality in data processing, which is the foundation for process improvements and successful automation. Neuro Computing turns data into insight so that financial services can focus on highest value work – and unlock data potential, drive client engagement, enhance sales and underwriting, improve customer experience, and turn financial services truly digital.
Company Website: www.cid.com/
Company Description: InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.
For more information, visit InvestCloud.com.
Company Website: www.investcloud.com
Company Description: UBS provides solutions to institutional, corporate and private clients worldwide. Headquartered in Zurich, Switzerland, UBS has offices in 52 countries, including all major financial centers. As an early adopter of transformative technology in the financial services industry, UBS founded the FinTech company UBS Partner in 2016 to bring an innovative platform service to other financial institutions. UBS Partner is powered by the same technology that backs UBS Wealth Management's own leading advice process. Our mission: Enabling financial institutions to enhance their client experience and to deliver superior investment advice in a cost-efficient and regulatory compliant manner. We combine cutting-edge technology with our wealth management DNA and investment expertise. We aspire to building long-term, personal relationships with our partners and supporting them on the way to a truly scalable advisory model.
Company Website: www.ubs.com/global/en/asset-management.html
Company Description: Unblu’s Conversational & Collaboration Suite empowers financial institutions to increase the number of transactions, deliver better customer experience and build successful business relationships. Unblu makes seamless investing a reality, allowing a client and their advisor to research, communicate and make decisions together. And when things are made simpler and easier for the client, their trust and confidence in their advisor grow. With our solutions, we are helping wealth manager to become long-term financial partners.
Company Website: www.unblu.com
Panel Host Partner
Company Description: Velexa is a young and ambitious WealthTech company, listed among the world's leading WealthTech100 companies in 2022 by Fintech Global. With the goal to make investing available to everyone, Velexa enables embedded and standalone investing capabilities for retail and private banks, Neo banks, brokerages and disruptive players like TelCos and big retailers. Velexa’s B2B2X investing technology platform empowers its client institutions to capitalise on the demand for modern and ubiquitous investing solutions by new-generation investors. Delivered as SaaS and fully integrated into existing client systems via APIs, the platform serves as a backbone for a comprehensive investment and trading ecosystem. The complete front-to-back offering consists of several building blocks, including investing software solution, various front-ends, connectivity to venues and data sources, business processes-as-a-service, post-trade-as-a- service, custom development, and white-glove client support.
Company Website: www.velexa.com
Company Description: We enhance the investment & advisory value chain from research to distribution with suitability assessments; solving the cross-border distribution, product and tax suitability issues of financial service providers. The entanglement of client context, rules and data leads to our automated unambiguous suitability answer – even down to the specific instrument level. On whatever platform you work, insist on Investment Navigator suitability.
VIP Table Hosts
Company Description: Cornercard UK is a fully-regulated, specialist bankcard and prepaid card issuer based in London and operating in the ultra-high and high net worth market. Cornercard works in partnership with private banks to offer exclusive bankcard programmes, tailored specifically to the needs of U/HNW clients, acting as a discreet extension of your private banking and wealth management services. With Cornercard you benefit from a fully-integrated, world-class solution while reducing your costs and risk, and delivering enhanced services to your clients including 24/7, multi-lingual customer service and a range of benefits tailored to the needs of your U/HNW clients. Select our exclusive Global Card range for a discreet, and ready-to-launch solution that can be ready in just 3 months, or design your own range of cards that reflect and strengthen your brand and values. Come to the Cornercard UK stand and see examples of some of the cards we offer – we look forward to speaking to you and making a tailored proposal to meet the needs of your clients and your business. https://www.cornercard.co.uk/
Company Description: Hampden & Co provides banking expertise to personal and professional clients. By focusing purely on providing a superior banking experience, they have no other competing priorities or distractions. Each client has a nominated banking director who provides a service tailored to meet their needs, and those of their family and business. www.hampdenandco.com www.linkedin.com/company/hampden-&-co-plc
To find out more about Hampden & Co and to discuss bespoke banking services, please contact Murdo McHardy on 0131 297 0121 or email firstname.lastname@example.org
Company Website: www.hampdenandco.com
Company Description: Building on more than 30 years of business expertise, Objectway is an international wealth, banking and asset management software provider empowering clients to embrace their future challenges while providing great performance today. The Group is a future-proof technology player with a well-established track record in the financial services industry and over €100 million of consolidated revenue. The Group is a global Top 100 fintech provider (IDC ranking), whose clients include 200+ leading Wealth Managers, Banks, Asset Managers, Fund Managers, Insurers and Outsourcers in more than 15 countries. With over 800 professionals operating from Italy, UK, Belgium, Germany, Switzerland and Ireland, the Group serves clients in 4 continents, supporting approximately 100,000 investment professionals to manage more than €1 trillion in assets.
Company Website: www.objectway.com
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