Digital Integration in Wealth Management 2021

Refinitiv

Company Description: Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in over 190 countries. It provides leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime.  Refinitiv Workspace for Wealth Advisors is a client-centric platform that combines cutting-edge technology, leading market data, trusted news and workflow tools to improve productivity and deepen client engagement — delivering what wealth management firms need to address today’s changing market. For more information visit: https://www.refinitiv.com/en/products/refinitiv-workspace-wealth  

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CID

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/

Computershare

Company Description: Offering a range of solutions to clients in the Wealth Management sector to improve their customer communications, without needing to change existing technological architecture or re-platform. Our so​lutions can help you ​with:

• -Responding to regulatory change faster
• -Delivery of client specific communications, to any device in any format
• -Automated inclusion of client specific content to enrich communications
• -Reducing operational costs or improving efficiencies through automation
• -Innovation of client communications
• -Outsourcing of non-essential activities like regulated client performance communications through strategic co-sourcing to a trusted partner
• -Self-serve/managed service change document composition

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Moxtra

Company Description: In today's world, your business needs a digital branch where you deliver premiere service to your customers. Moxtra powers your OneStop Customer Portal – your digital branch, with continuous collaboration experiences, helping you retain and grow customers, manage your distributed organization, and lower your costs for doing business. Moxtra's Customer Collaboration Platform can power your branded OneStop Customer Portal as a fluid extension of your existing website, web or mobile app, or as a standalone web and mobile app. Moxtra has a heritage in collaboration tracing back to WebEx Communications. Moxtra's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of WebEx Communications. Moxtra's co-founder and CTO, Stanley Huang was a senior director of engineering at both WebEx and Cisco Systems. Observing people using consumer services for business conversations, our founders were inspired to provide a solution built for business from the ground-up. This led to providing organizations with solutions to build and manage high touch digital channels to their customers, under their own brand, to address the needs of today's digital age.

Company Website: http://moxtra.com/

aixigo

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 international customers including Bank Vontobel, BNP Paribas, Commerzbank and Hargreaves Lansdown are already benefiting from the aixigo platform. Furthermore, aixigo was awarded the Banking IT-Innovation Award by the University of St. Gallen (Switzerland), the German Innovation Award by the German Bundestag and the German Industry, and was named in the WealthTech100 by FinTech Global. A financial software solution from aixigo, puts you in a position to leverage potential that previously seemed unattainable. The innovative and sustainable solutions allow you to address new customer segments and thus identify, gain and expand new market shares. It can help to relieve pressure on margins with established tools that give all process elements an efficiency boost and have a proven track record with compliance and regulatory requirements. Increasing customer expectations, characterised by privately used digital services, are answered by customer-oriented, beneficial content for all communication channels. Flexibly integrable solutions, fast, scalable and designed to support your bank's modern IT strategy. Contact us and we will clarify how we can support you quickly and tailored to your needs!

Company Website: www.aixigo.com

Ortec Finance

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/

Objectway Group

Company Description: Founded in 1990, the Objectway Group is a leader in the Digital Wealth, Investment & Asset Management sector with a turnover of approximately £ 70 million. Its award-winning software platforms serve over 150 customers, in 15 countries and across 3 continents. With offices in Italy, the UK, Belgium, Ireland and South Africa, Objectway has more than 600 employees supporting approximately 100,000 investment professionals to manage more than £1 trillion in wealth.

Company Website: https://www.objectway.com/

InvestCloud

Company Description: Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs. Today the InvestCloud platform supports over $1.7 trillion of assets across 670 diverse clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks. For more information, visit www.investcloud.com.

Company Website: www.investcloud.com

Smart Communications

Company Description: Smart Communications™ is the only provider of a cloud-based, next-generation customer communications platform. More than 500 global brands rely on Smart Communications to deliver smarter conversations across the entire lifecycle—empowering them to succeed in today’s digital-focused, customer-driven world while also simplifying processes and operating more efficiently. This is what it means to scale the conversation. Smart Communications is headquartered in the UK and serves its customers from offices located across North America, Europe, and Asia Pacific. The Smart Communications platform includes the enterprise-scale customer communications management power of SmartCOMM™, the trade documentation expertise of SmartDX™ and forms transformation capabilities made possible only by Intelledox, which was acquired in July 2019. To learn more, visit smartcommunications.com.  

Company Website: https://www.smartcommunications.com/

Crealogix

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Dreamquark

Company Description: DreamQuark was founded in 2014 based on an idea and unique vision of democratizing AI and bringing Deep Learning to financial institutions. DreamQuark offers a software platform called Brain, that democratizes the use of artificial Intelligence. Based on an advanced proprietary Deep Learning Technology, Brain quickly delivers unmatched and interpretable results to bankers and insurers by covering all their main activities with applications, such as fraud, risk, compliance or marketing.

Company Website: www.dreamquark.com

Synpulse

Company Description: Synpulse is an internationally established management consultancy and a valued partner to many of the world’s largest financial services providers. Since its founding in 1996, Synpulse has supported banks and insurance companies along the entire value chain, from the development of strategies and their operational implementation to technical implementation and handover. Synpulse is characterized by in-depth industry knowledge and the passion and commitment of its more than 400 employees. https://www.synpulse.com/en_ldn

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Vermeg

Company Website: http://www.vermeg.com/

Wealth Dynamix

Company Description: Wealth Dynamix provides market leading Client Lifecycle Management (CLM) solutions to the world’s top private banks, wealth and asset management firms. Our multi-award-winning, fully integrated, end-to-end digital CLM solution addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing. Leveraging Microsoft’s industry leading Dynamics 365 platform, we deliver benefits throughout the whole client lifecycle and transform the way firms manage client wealth and deliver client excellence.  

Company Website: http://www.wealth-dynamix.com/

Refinitiv

Company Description: Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in over 190 countries. It provides leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime.  Refinitiv Workspace for Wealth Advisors is a client-centric platform that combines cutting-edge technology, leading market data, trusted news and workflow tools to improve productivity and deepen client engagement — delivering what wealth management firms need to address today’s changing market. For more information visit: https://www.refinitiv.com/en/products/refinitiv-workspace-wealth  

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Unblu

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. With over 120 impleme Orbium, part of Accenture Wealth Management, is a transformation leader for the wealth management industry across Europe and Asia. Widely recognised for deep wealth management expertise and exceptional client commitment, Orbium helps clients reduce business and technology complexity to deliver revenue growth and operational efficiency via innovation and industrialisation. With a proven ability to combine business and technology consulting with software products and strong partnerships, Orbium brings focus to what matters most: client success.  The company employs more than 500 people located in the world’s key financial centres: New York, London, Zurich, Geneva, Singapore, Hong Kong, Frankfurt, Düsseldorf, Luxembourg, Paris, Sydney, Berlin, Warsaw and Manila. https://www.unblu.com/

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