Digital Integration in Wealth Management 2020

JHC

Industry: Financial Services,Wealth Management,

Company Description: Wealth management software and digital transformation services for the world’s financial institutions Throughout financial services, digital working is replacing manual working. The transition is fundamental, wide-sweeping and likely to occur only once in the life of the business. Our tools, platforms and advice ensure that the cost savings and efficiencies expected of digital transformation materialise.

Company Website: www.jhc.financial

Moxtra

Industry: Financial Services,Wealth Management,

Company Description: Moxtra comes from a rich heritage of collaboration experts tracing back to Webex Communications. Moxtra’s co-founder and CEO, Subrah Iyar, is a pioneer in the Software as a Service (SaaS) space. He was the co-founder + CEO of Webex until its 2007 acquisition by Cisco Systems for $3.2 Billion. Moxtra's other co-founder and CTO, Stanley Huang was a Senior Director of Engineering at Webex and Cisco systems. This time, Subrah and Stanley are working together to revolutionize collaboration for the mobile world. Moxtra brings on board in-built layers of collaboration functionalities like messaging, file/content sharing, annotation and online meeting. Our technology has aroused lot of interest in the global banking and financial services industry, and is all set to make great strides in this space.

Company Website: http://moxtra.com/

Refinitiv

Industry: Financial Services,Wealth Management,

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  

Company Website:

Backbase

Industry: Financial Services,Wealth Management,

Company Description: We’re the creators of the Backbase Digital-First Banking Platform. It’s designed to help traditional banks compete in the Neo Reality, a reality where digital neobanks and big tech have transformed the banking industry. The platform complements legacy systems with a comprehensive digital layer, so banks can innovate and operate in a truly digital-first way. More than 100 large financials around the world have standardized on the Backbase platform to streamline their digital self-service and online sales operations across all touchpoints. The customer base includes HSBC, Metro Bank, CheBanca!, HDFC, Hiscox, KeyBank, BNP Poland, BRD, Raiffeisen Romania, Discovery Bank, NBAD, PZU, Post-Finance, RBC, Citizens Bank, SECU, WSECU, Societe Generale de Banque au Liban and Westpac. Industry analysts Gartner, Forrester and Ovum recognize Backbase as an industry leader in terms of omni-channel banking platform capabilities. Forrester named Backbase a leader in the Forrester Wave for Digital Banking Engagement Platforms and Ovum nominates Backbase as the market-leading provider of next-generation digital channel banking platforms.

Company Website: https://backbase.com

CID

Industry: Financial Services,Wealth Management,

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: https://cid.com/

Comarch

Industry: Financial Services,Wealth Management,

Company Description: Founded in 1993 in Kraków, Poland, Comarch prides itself on being one of the leading software houses in Europe with over 6000 employees worldwide and more than 3000 successful projects carried out for the largest international brands. With 25 years' experience in the industry, Comarch Financial Services, a business sector within the Comarch Capital Group, specializes in developing sophisticated software and IT systems for major financial institutions in banking, insurance and capital markets. Our expertise has gained worldwide recognition and a significant portfolio of clients among insurers, banks, mutual and pension funds, brokerage houses and asset management companies in more than 30 countries. Our client list includes UniCredit, TMB Bank, Siam Commercial Bank, Société Générale, BNP Paribas, Ergo, Oney, Allianz, and more.

Company Website: http://www.comarch.com/finance/

Expersoft Systems AG

Industry: Financial Services,Wealth Management,

Company Description: Expersoft Systems is the leading Swiss provider of Wealth & Asset Management solutions and services for asset managers, banks, family offices and other financial services providers. With more than 200 employees and over 25 years of experience, Expersoft is successfully operating in the market, serving more than 600 customers worldwide, headquartered in Steinhausen/Zug with regional offices in Luxembourg, Stuttgart, London, Dubai, Singapore, Hong Kong, Panama and São Paulo.

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

FactSet

Industry: Financial Services,Wealth Management,

Company Description: FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior analytics, service, content, and technology to help more than 91,000 users see and seize opportunity sooner. We are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of our dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For^® and a Best Workplace in the United Kingdom and France.  Subscribe to our thought leadership blog to get fresh insight delivered daily at insight.factset.com. Learn more at www.factset.com and follow on Twitter: www.twitter.com/factset.

Company Website: www.twitter.com/factset

Nucoro

Industry: Financial Services,Wealth Management,

Company Description: Nucoro is the digital investment and savings platform delivering enterprise solutions for insurance firms. With our help, insurance firms can launch next-generation savings and investment propositions, gain agility and innovate with digital competitors. Our technology is modular, API-based and fully adaptable, creating a simple way to integrate with existing infrastructures.

Company Website: https://nucoro.com/

Objectway Group

Industry: Financial Services,Wealth Management,

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/

Ortec Finance

Industry: Financial Services,Wealth Management,

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/

Simon-Kucher & Partners

Industry: Financial Services,Wealth Management,

Company Description: Simon-Kucher & Partners is a global consulting firm specializing in TopLine Power® with a focus on strategy, marketing, pricing, and sales. We help our clients achieve growth and profit targets by applying practical, evidence-based strategies. Simon-Kucher & Partners is regarded as the world’s leading pricing advisor and thought leader. The firm has 1,300 employees in 38 offices worldwide.

Company Website: www.simon-kucher.com

Refinitiv

Industry: Financial Services,Wealth Management,

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  

Company Website:

Smart Communications

Industry: Financial Services,Wealth Management,

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/

Appway

Industry: Financial Services,Wealth Management,

Company Description: Appway builds software for today and innovates for the technology of the future. With over ten years of industry experience, Appway guides the leading financial institutions, both big and small, as they build sustainable and scalable solutions that quickly adapt to changing conditions. Headquartered in Switzerland with offices around the globe, Appway’s award-winning software suite serves over 420,000 users worldwide. More than 225 institutions rely on Appway to improve internal efficiencies, engage customers across all channels, and keep ahead of regulations.

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

Finantix

Industry: Financial Services,Wealth Management,

Company Description: Finantix is a leading supplier of transformational software to the private banking, wealth and insurance industries globally. It has a customer base spanning over 45 countries, and more than 15 years’ experience distilled into its flagship Finantix Components product suite which is supported from eight offices across Europe, North America and Asia. Finantix Components is trusted by some of the world’s largest banks, insurers and wealth managers and offers a broad, solid and proven library of multi-country, multi-jurisdiction, multi-channel, omni-device reusable software modules, widgets, engines, connectors and APIs that help leading financial institutions digitise and transform key processes in the financial services industry. http://www.finantix.com

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

Wealth Dynamix

Industry: Financial Services,Wealth Management,

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/

GlobalData Financial Services

Industry: Financial Services,Wealth Management,

Company Description:

GlobalData is a specialist information provider serving the international financial services markets. Delivering intelligence through modular reports and interactive dashboards, we will ensure you remain competitive by guiding your strategic planning and helping you stay ahead of the curve. Sectors covered including consumer payments, retail banking, wealth management and general insurance. 

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

ABAKA

Industry: Financial Services,Wealth Management,

Company Description: ABAKA provides financial institutions, of any size, anywhere in the world, the software to thrive in the digital savings age. We do this by building, delivering and supporting conversational AI technology to power affordable and accessible advice. “We help people save more, that’s all we do!”

Company Website: http://abaka.me/

moneyinfo

Industry: Financial Services,Wealth Management,

Company Description: moneyinfo limited is a private fintech firm based in Henley in Arden, Warwickshire specialising in client portals and mobile apps for the wealth management industry. We are proud to work with some of the UKs most exceptional advisory businesses including Saunderson House, Aon, Prydis Wealth, Andrews Gwynne, Citywide and many more.

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

Computershare

Industry: Financial Services,Wealth Management,

Company Website: https://www.computershare.com/uk

EVOOQ

Industry: Financial Services,Wealth Management,

Company Website: https://www.evooq.ch/

SS&C

Industry: Financial Services,Wealth Management,

Company Website:

Vermeg

Industry: Financial Services,Wealth Management,

Company Website:

Wealthify

Industry: Financial Services,Wealth Management,

Company Website: wealthify.com

Wealth Wizards

Industry: Financial Services,Wealth Management,

Company Description: Wealth Wizards’ flagship software-as-a-service (SAAS) platform, Turo, has been pioneering the automation of financial advice in the UK with an established reputation in corporate markets. Its standing as the trusted financial advice engine or ‘intelligence inside the advice industry’ has evolved to offer digital guidance and advice in many areas including pensions, investments and general financial wellbeing.

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

WM Promus

Industry: Financial Services,Wealth Management,

Company Website: www.wmpromus.com

Aixigo

Industry: Financial Services,Wealth Management,

Company Website: www.aixigo.com

SimCorp

Industry: Financial Services,Wealth Management,

Company Website:

JHC

Industry: Financial Services,Wealth Management,

Company Description: Wealth management software and digital transformation services for the world’s financial institutions Throughout financial services, digital working is replacing manual working. The transition is fundamental, wide-sweeping and likely to occur only once in the life of the business. Our tools, platforms and advice ensure that the cost savings and efficiencies expected of digital transformation materialise.

Company Website: www.jhc.financial