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: CID’s Thematic Intelligence platform Affinity allows wealth & asset managers to create new investment strategies, energize existing ones and create new products and do it quickly, easily and in near real time. Asset managers use Affinity to research, build and rank new investment strategies; make fast, accurate allocation and rebalancing decisions; and develop and sell more targeted, customized, thematic investment products. Wealth managers and corporate banks use Affinity to identify business opportunities from existing customers and new prospects; leverage intelligence and network information to win more business more efficiently; and provide highly relevant advice to build long-term, trust-based client relationships.
Company Website: www.cid.com/
Company Description: CREALOGIX is a global leader in digital banking, employing around 660 people internationally. For 25 years they have partnered with some of the world’s leading financial institutions. With CREALOGIX’s solutions banks, wealth management firms and other financial institutions better respond to evolving customer needs in the area of digital transformation.
Company Website: www.crealogix.com
Expersoft Systems AG
Expersoft Systems AG
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
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
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: 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
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.ortecfinance.com/en/solutions/goal-based-planning
Company Description: Seccl is a custodian and investment technology company that powers firms at the cutting edge of financial advice and wealthtech. On a mission to rebuild the infrastructure of investments and advice, Seccl provides firms of all sizes with affordable custody, trading and settlement services, feature-rich investment management technology, and a suite of paperless adviser and client portals. Financial advisers and investment managers can combine these modules to operate their own platform – helping them to take control of their client relationships, improve their customer experience and own more of the value chain. Elsewhere, technology-first businesses from all sectors can use Seccl’s publicly documented APIs to get plug-and-play access to the financial markets – helping them to launch new investment propositions more quickly and affordably than ever before. In 2019, Seccl was acquired by Octopus Group, the £10 billion group of companies that includes Octopus Investments, Octopus Energy and Octopus Ventures.
Company Website: www.seccl.tech
Company Description: Seismic is the global leader in enablement, helping make sales teams better by becoming more productive and engaging with buyers in a compelling way. Seismic’s platform provides continuous guidance to improve behaviour, content, and skills to win more deals and deliver better experiences. More than 2,000 organizations including IBM and American Express have made Seismic their enablement platform of choice. Seismic integrates with business-critical platforms including Microsoft, Salesforce, Google and Adobe. Seismic is headquartered in San Diego, with offices across North America, Europe, and Australia.
Company Website: www.seismic.com
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: 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/
Company Description: Quantfolio is a leading Nordic WealthTech company within the advisory sector. We empower wealth managers with unique technology platform enabling hybrid & hyper personalized advisory with sustainable DNA. Friction free, with integration possibilities to ensure dataflow between systems, our solutions can support you through the onboarding, mapping and updating of investment proposals. Our technology enables digital and human advisory, stand-alone or combined in a hybrid solution. Our digital advisor is the world’s first & only authorized advisor certified by a governing body as our data led approach combines user data & preferences with financial data to provide optimal and unique advise, also catering for sustainability preferences. The goal is to: drive client engagement, increase insights and support your advisory process.
Company Website: www.quantfol.io
Breakfast Briefing Partner
Company Description: Despite the many technological advances in the digital world, companies still struggle with the fundamental challenge of securely developing and delivering the right information to key stakeholders in real-time. M-Files helps organizations efficiently and securely find, share, and collaborate on critical business information with internal and external stakeholders. Unlike traditional document management platforms, M-Files' powerful, metadata-driven document management platform provides embedded search, access, and collaboration capabilities, enabling an easy-to-use and secure "single source of the truth" portal for employees, clients, and contractors. As a result, M-Files customers operate more efficiently and improve stakeholder satisfaction with built-in security and compliance.
Company Website: http://www.m-files.com/en
Company Description: eGains’ knowledge-powered customer engagement software automates digital-first, omnichannel experiences for global brands. Infused with AI and analytics, eGain’s top-rated cloud platform enables effortless customer journeys with virtual assistance, customer self-service, and modern agent tools.
Company Website: http://www.egain.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/
Company Description: FORCS is one of the leading eForm companies driving digital transformation for paperless work environments. Based on its 27 years of experience, more than 70% of major financial institutions in South Korea, especially banks, insurance companies, and asset management companies in BFIS use FORCS products. The company has been publicly listed on KOSDAQ since 2015 and is expanding globally with offices in Japan, Singapore, and Europe.
Company Website: www.forcs.com
Company Description: FUNDSaiQ is an AI and machine learning powered one-stop-shop platform for financial advisors, empowering them to identify and monitor the 2-3% of funds that CONSISTENTLY beat passives and apply for a FLEXIBLE ESG filter of their choice.
Company Website: http://www.fundsaiq.com
Company Description: Futora is a leading global provider of innovative technology for financial products with more than fifteen years of deep market experience. Enables a financial institution to offer personalised structured investments to all its clients by providing a holistic platform for investment products, covering the entire life-cycle from pre-trade to maturity. A bank of any size is able to offer a wider range of bespoke products to end clients either by distributing third party structured notes or by issuing its own products, offering consequently a better customer experience to its customers, increasing market share and profitability. Futora’s solution is a modular system that serves functions from the front, middle and back office, empowering an institution to structure, manage and distribute structured investments internally and externally. Our vision is to make structured personalised investments available to any client type through an ecosystem of innovative technology and operations.
Company Website: http://www.futora.com/
Company Description: Liferay Experience Cloud empowers insurance companies to deliver superior digital experiences for agents, employees, and policyholders while also improving operational efficiencies. Customer self-service portals, agent portals, and integration platforms are just a few of the ways Liferay helps insurers retain and attract new customers. See why over 1300 customers globally choose Liferay - come meet us at Stand 5. Learn more at: www.liferay.com/solutions/industries/insurance
Company Website: www.liferay.com/solutions/industries/insurance
Company Description: Leonteq is a Swiss fintech company with a leading marketplace for structured investment solutions. Based on proprietary modern technology, the company offers derivative investment products and services and predominantly covers the capital protection, yield enhancement and participation product classes. Leonteq acts as both a direct issuer of its own products and as a partner to other financial institutions. Leonteq further enables life insurance companies and banks to produce capital-efficient, unit-linked pension products with guarantees. The company has offices and subsidiaries in 13 countries, through which it serves over 50 markets. Leonteq AG is listed on the SIX Swiss Exchange (SIX: LEON).
Company Website: www.leonteq.com
Company Description: MyDocSafe automates customer registration journeys end-to-end, from data collection, through KYC/AML checks to contract signing. MyDocSafe cuts customer registration time from weeks to hours, covers multiple product and compliance requirements and simplifies back-office risk assessment workflows. Integrated with major CRMs, MyDocSafe improves efficiency from day one and can be deployed within weeks.
Company Website: www.mydocsafe.com/uk/
Company Description: PaxFamilia is a wealth planning platform that helps financial advisors to serve their clients with a structured and holistic approach to their wealth. To this end, PaxFamilia covers all aspects of global wealth guidance, which makes the platform a unique end-to-end solution ensuring advisor efficiency and a digital client experience.
Company Website: http://www.paxfamilia.com
Salesforce is the world's #1 customer relationship management (CRM) platform. We help your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere. Salesforce is the world's #1 customer relationship management (CRM) platform.
Company Website: https://www.salesforce.com/uk/?ir=1
VASS is a leading Financial Services Software Consultancy specialising in Salesforce & MuleSoft and full stack development. VASS has over 20+ years’ experience in leading companies Digital Transformations, offering a wide range of Digital Services combined with a high level of innovation. We are a 3,000+ strong organisation with more than 400 Salesforce certifications, operating in 15+ Locations globally.
Company Website: https://vasscompany.com/
Company Description: Ada Fintech was designed with the vision of creating a more transparent and efficient investment industry. Our award-winning cloud-based research management and portfolio modelling platform enables you to manage your investment proposition, efficiently overseeing 100s of portfolios to help you make better-informed decisions. Ada Fintech: built by practitioners for practitioners.
Company Website: https://adafintech.co.uk/
Company Description: FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 162,000 users see opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions, and recently have been added to the S&P 500. Learn more at www.factset.com and follow us on Twitter: www.twitter.com/factset.
Company Website: http://www.factset.com/
Company Description: Halo Investing is the first multi-issuer technology platform for protective investment solutions. Headquartered in Chicago, with offices in Zurich, Dubai, and Singapore, Halo was co-founded by Biju Kulathakal and Jason Barsema in 2015 with a mission to provide access to impactful investment opportunities previously unavailable to most investors. In October 2021, Halo Investing announced our $100+M Series C funding. With over 30 global banking partners, Halo has created a two-sided marketplace connecting advisors and investors to protective investment products offered by leading global financial institutions. Through the Halo platform, advisors and investors can easily access structured notes, market-linked CDs, buffered ETFs, and annuities as well as a whole suite of tools to analyze, customize, execute, and maintain the most suitable protective investment product for their portfolios. Halo is changing the world of investing by democratizing the protective investment marketplace through transparency and efficiency with the help of technology.
Company Description: Kofax enables organizations to Work Like Tomorrow™—today. Kofax’s Intelligent Automation software platform and solutions digitally transform document intensive workflows. Customers realize greater agility and resiliency by combining our process orchestration, cognitive capture, RPA, output management, analytics and mobile capabilities to speed time-to-value and increase competitiveness, growth and profitability while mitigating compliance risk. For more information, visit kofax.com.
Company Website: www.kofax.com
Company Description: Tiller Technology (Tiller) is a technology company and leading solutions provider to the wealth management industry. Financial institutions of every size - from one- person financial advisors to global banks - use our software to boost operational efficiency and enhance their client experience. Tiller provides complete out-the-box digital wealth management capability or modular solutions tackling specific elements of the client journey, including client onboarding, identity checking and address verification, product selection and suitability assessment, client portal and portfolio management.
Company Website: www.tillertech.com
Company Description: Turo from Wealth Wizards is our market leading hybrid advice platform. It provides self-serve and hybrid financial guidance and advice, enabling advisers to acquire and serve more clients, more efficiently, while remaining 100% compliant. Fully configurable to your in-house advice policy, Turo has a wide range of capabilities, from a self-serve, automated financial health check through to automation of fact finds, suitability reports pension consolidation and fund recommendation.
Company Website: www.wealthwizards.com
Company Description: Profile Software is a world-class Financial Software provider of Mission Critical solutions for the modern Banking, FinTech and Investment Management Industries, offering innovative technologies and successful implementations. With 30 years of experience, presence in 40 countries and an international workforce, the company has become the preferred vendor to financial organisations.
Company Website: www.profilesw.com/
xahive delivers holistic cyber solutions globally. We provide patented secure and compliant end-to-end data transmission for enterprises & IoT, together with enterprise education and governance management tools.
xahive’s products & services:
• xamessenger – Highly secure communication and file transfer tool with on device encryption
• xamessenger IoT – End-to-end data transmission for OEM & IoT with on device encryption
• xTAM – Framework agnostic, cyber security governance assessment
• xahive online education – Accredited on-demand online courses for non-IT staff and supply-chain
• Embedded partner with IBM Global Cloud Pak
• Co-selling with Red Hat & BlackBerry global
• Save on your cybersecurity insurance.
For more info: contact firstname.lastname@example.org or visit: www.xahive.com
Company Website: www.xahive.com
To enquire about sponsorship opportunities for the conference, please contact:
Head of Sponsorship Sales – Financial Services
T: +44 (0) 207 936 6794
The Digital Integration in Wealth Management programme is written in collaboration with industry, if you would have a case study, idea or just a comment, please contact: