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: 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/
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
Table Host Sponsor
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/
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T: +44 (0) 20 7936 6552
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Senior Conference Producer
T: +44 (0) 20 7947 2988