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: Deliver personalized client service on your private digital channel. Convenience and trust are pillars of successful client relationships. With a OneStop App, your organization can provide a private digital customer channel on web and mobile — with persistent history and an audit trail of all interactions. Integrated collaboration capabilities include KYC workflows, transaction management, document exchange, messaging, digital signature, video conferencing, task management, and more. The result is that service becomes more convenient, more personalized, and ultimately more human. Moxtra's Client Collaboration Platform can power your branded OneStop Client Portal App as a fluid extension of your existing website, web or mobile app, or as a standalone web and mobile app.
Company Website: http://moxtra.com/
Company Description: Established in 1998, Additiv partners with the world’s leading financial institutions to help them capitalize on digitization. Headquartered in Zurich, Additiv is supported by a broad ecosystem of implementation and solution partners that enable it to deliver unparalleled customer success to wealth managers and credit providers globally. Additiv is a growing technology of choice for financial institutions leading the next wave of leading catalysts for change, in the financial service industry drive by the new possibilities of digitalization. Our SaaS Cloud ecosystem orchestrates multi-channel financial services to Banks, insurance companies, and financial partners. DFS, Digital finance software-as-a-service, allows financial institutions to deploy class-leading client advisory, servicing and expert tools to the wealth management and credit sectors. With an end-to-end lending platform, financial institutions can simplify client experience, accelerate processes, increase application volumes, and reduce operational inefficiencies through automation and configuration. This supports today’s and future industry needs to create a great customer experience, whilst allowing you to be agile getting to market or updating existing offerings – lowering operating costs and increasing margins while mitigating credit and compliance risk.
Company Website: www.additiv.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: 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: Refinitiv, an LSEG business, provide seamless integration across front, middle, and back office workflows that improve decision-making, deepen client engagement and optimize business performance. Our tools empower your financial advisors to be more informed, more efficient, and more engaged with their investor clients. Learn more at www.refinitiv.com
Company Website: www.refinitiv.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
Company Description: Ortec Finance is a global provider of technology and advisory services for financial risk and return management, helping people to manage complex investment decisions. Established in Rotterdam in 1981, Ortec Finance has over 250 employees who combine mathematical ability, business awareness, and practical application to deliver innovative and pragmatic solutions. The company supports investment decision-making for institutional and private investors.
Company Website: http://www.ortec-finance.co.uk/
Coffee Breaks Sponsor
Company Description: Luxoft, a DXC Technology Company, provides bespoke, end-to-end technology solutions across the Banking and Capital Markets industries. A proven, trusted provider of change, modernisation and run services, Luxoft serves 17 of the world’s top 20 banking organisations. We empower clients to lead the industry, by partnering with the world’s top financial technology firms to offer an ecosystem of innovative products, technology and talent. We bring this pedigree to the Private Banking and Wealth Management industries, to whom we provide expert software engineering talent alongside system integration capabilities for our global partners Temenos and Avaloq. Our teams of industry experts keep up to date with the latest themes and challenges in the market, to help our clients advance across all their technology needs in areas such as hyper personalisation, robo-advisory and advanced data analytics. To find out more visit www.luxoft.com/banking or reach us at email@example.com
Company Website: www.luxoft.com/banking
Company Description: Trusted by over 50+ financial services clients across Europe, APAC & ANZ, Contemi Solutions is a leading technology partner for wealth managers, insurers, and stockbrokers. Contemi delivers value for clients through its award-winning cloud-based, comprehensive, and client-centric solutions. For the private banking and wealth management industry, Contemi’s Wealth Intelligence (WIN) provides value by delivering cloud-based, modular front-to-back solutions from a single, integrated platform, covering- • Prospecting • Client Onboarding & lifecycle management • Client Portal • Portfolio management • Performance & Reporting • Trading & Order Management • Post Trade Processing • Corporate Actions Processing • Fees & Invoicing • Banking & Cash Management • Custody & Settlement • Analytics & Insights
Company Website: www.contemi.com
Company Description: CREALOGIX has been partnering with some of the world’s leading banks and wealth management firms for 25 years. As a global leader in digital banking technology, the CREALOGIX SaaS-based digital engagement platform improves the user experience for digital financial services and give our customers the competitive edge.
Company Website: www.crealogix.com
VIP Table Hosts
Founded in 1985, Swiss-based Avaloq is a global leader in digital banking solutions, core banking software and wealth management technology. It provides powerful cloud computing solutions for banks and wealth managers through business process as a service (BPaaS) and software as a service (SaaS). More than 150 banks and wealth managers with around CHF 4.5 trillion in assets managed worldwide trust Avaloq for its award-winning products and services. Avaloq is a subsidiary of NEC Corporation, a global leader in the integration of IT and network technologies. The company is headquartered in Zurich and employs more than 2,000 people around the world. More information is available at www.avaloq.com
Company Website: www.avaloq.com
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: ERI is an international company, specialising in the design, development, implementation and support of an integrated, real-time banking and asset/wealth management software solution: OLYMPIC Banking System. OLYMPIC Banking System has been chosen by over 400 banks and financial institutions spread over more than 60 countries around the World. Providing extensive coverage of Front-, Middle- and Back-office functions, OLYMPIC Banking System is modular, thus allowing banks to initially set up the core system, and then add optional modules as their needs evolve. Thanks to its highly flexible, modern, parameter-based design, OLYMPIC Banking System is also able to meet most customisation requirements through parameter changes. This reduces the requirement for development of software modifications, so reducing the risks, complexity and cost of implementation.
Company Website: www.olympicbankingsystem.com/en/
Nucoro is the digital investment and savings platform delivering enterprise solutions for wealth and asset managers. With our help, wealth management firms can launch next-generation savings and investment propositions, gain the agility of a fintech and innovate at eye-level with digital competitors. The Nucoro platform empowers wealth management firms to create self-sustaining business units that are fully automated, require very little integration and are customisable to their unique customer base. Our technology is modular, API-based and fully adaptable, creating a simple way to integrate with existing infrastructures, with the traditional functions of the front, middle and back-office becoming fully automated operations.
Company Website: http://nucoro.com/
Company Description: OpenLegacy’s Digital-Driven Integration enables organizations with legacy systems to release new digital services faster and easier than ever before. It connects directly to virtually any core system, instantly creating microservice-based APIs that power exciting new digital services. OpenLegacy helps industry-leading companies drastically reduce costs and resources while helping them become digital to the core.
Company Website: http://www.openlegacy.com/
To enquire about sponsorship opportunities for the conference, please contact:
T: +44 (0) 20 7936 6552
To enquire about marketing opportunities for the conference, please contact:
To inquire about speaking opportunities or to take part in one of our interactive sessions, please get in touch with:
Senior Conference Producer
T: +44 (0) 20 7947 2988