Designed together with Chief Investment Officers, research analysts and experts from leading firms, CIO Cockpit will bring significant benefits to...
Only the best wealth management CRM can meet today’s regulatory challenges
We often hear that regulation places a burden on banks, but that is looking at things from the wrong side of the mirror. Regulation is in place to protect both banks and their clients, and it should be treated as an enabler, not a hurdle.
Written by Alessandro Tonchia, co-founder and Head of Strategy at Finantix
Finantix appoints Albert Iselin as Executive Director, EMEA and continues expansion of Client Development team with new hires
Iselin to continue to drive expansion of EMEA Sales and Marketing function Team further strengthened with appointment of Basel-based Aurelia...
Latest Digital Collaboration Hub drives richer client interaction – selected by Banco Itaú International
Fully digital offering provides secure, auditable communications suite (e-mail, chat, audio, video and screen sharing) and 24/7/365 self-service...