FinTech Global’s Post

Do you want to showcase your #WealthTech business to potential clients and partners? Sixteen companies attending the Global WealthTech Summit USA will be invited to present their solution for FREE as voted by delegates. It's a unique opportunity to present to a senior decision-making audience that is actively interested in finding out about your solution. To be eligible you simply need to register as a delegate - https://lnkd.in/eyBAvQdb #GWTSUS25

Do you want to showcase your #WealthTech business to potential clients and partners❓ 📢 Sixteen companies attending the Global WealthTech Summit USA will be invited to present their solution for FREE as voted by delegates. It's a unique opportunity to present to a senior decision-making audience that is actively interested in finding out about your solution. 🎟️ To be eligible you simply need to register as a delegate - https://lnkd.in/eyBAvQdb #GWTSUS25

The FusionIQ Team is bringing smiles to the BISA 2024 Annual Convention! Come visit Daniel Barnes, John Guthery, CFA, and Peter Brittain in booth 600 to learn more about our digital wealth management solutions for financial institutions. This year's convention theme – Innovate Today, Thrive Tomorrow – speaks to the innovation we're bringing to banks and credit unions. The integrated FusionIQ One platform brings together Hybrid Digital Advice and Self-Directed Investing in a single digital investor journey, delivering the digital experience your customers want and the end-to-end workflows and process automations your financial institution needs to scale for profitable organic growth. And pick up one of our popular FusionIQ stress relief balls as a reminder that we make it easy for financial advisors and institutions to be digital wealth leaders, with white label platforms implemented in as little as six weeks. #BISA2024 #wealthmanagement #banks #creditunions #digitaltransformation

Exciting News: QuotedData Partners with MoneyWeek! 🎉 From the CEO of QuotedData, Ed Marten: “We're thrilled to announce that QuotedData has partnered with the leading investment publication, MoneyWeek! 🎉 MoneyWeek subscribers will now have access to QuotedData’s in-depth news, events, videos and research via the MoneyWeek website (https://lnkd.in/erqEiMWS) offering valuable insights to help navigate the investment landscape. As part of this collaboration, QuotedData will be the exclusive event seller at the upcoming MoneyWeek Wealth Summit on Friday 8th November in London (and future shows). This is a fantastic opportunity for asset managers to connect in person with a highly engaged private investor audience." Don't miss QuotedData’s Monthly Events Publication — keeping you updated on all the latest investor events, both virtual and physical. Register at QuotedData.com (https://quoteddata.com/)! And if you don't already, please subscribe to MoneyWeek🌟 (https://lnkd.in/dNC43_A). #investmentresearch #investmenttrusts #QuotedData #MoneyWeek #investorconference #partnership #events #fundmanagement #funds 

Pulse is changing the way SMEs, decision makers and advisors are leveraging data. Great to be recognised for this.

We take great pride in introducing Miles Loo, Jr., as a valuable addition to The Tech Capital International Finance Forum 2024 speaker academy. Mr. Loo joined Newmark Valuation & Advisory in 2017 in the Downtown Los Angeles office, where he serves as a Vice Chairman and the Global Lead for Newmark Valuation & Advisory’s Data Centers & Life Science group. Embracing the theme of "Building Alliances for Equitable Action", The Tech Capital International Finance Forum 2024, or #IFF24, is set to tackle critical issues impacting the global digital infrastructure financial landscape amidst turbulent dynamics. For the first time, a second stream of thought leadership content will also focus on the digital infrastructure economy across the Middle East and Africa. For more information, visit the event page here: https://lnkd.in/epH87hgi For inquiries, sponsorships, award tables, or other matters, please reach out to iff24@thetechcapital.co.uk. Follow The Tech Capital for more timely news, views, and interviews. Subscribe for free to access all content here: https://buff.ly/3XiMLeI At The Tech Capital, you lead, we report. #IFF24 | Where global digital infrastructure investors debate, inspire, and connect #TheTechCapital #DigitalInfrastructure #Investment #Finance #Networking

We are pleased to announce that Ignacio Gómez, our founding partner and EMEA Managing Director, will be a panel moderator at the The Tech Capital International Finance Forum 2024. Ignacio will moderate a panel of industry experts discussing critical issues impacting the global digital infrastructure financial landscape. We are looking forward to engaging and collaborating with industry leaders to explore how we can develop partnerships for a more connected and sustainable future. #IFF24 #TheTechCapital #DigitalInfrastructure #Investment #Finance #Networking

Will you be attending Owen James WealthTech Matters: The Business? Join us on 28th November at SEI Investments, #London, where we’ll explore how best-in-class financial technology is helping wealth managers unlock their peak performance. Our Business Development Director, Simran Sangha, is delivering a Tech Talk on "Unlocking New Operational Efficiencies with Digital Relationship Management (DRM)." Sim will cover: - The current tech landscape in wealth management and how the right productivity tools are shaping a smarter, more connected ecosystem. - How technology can cut costs, improve efficiency, and take the stress out of compliance. - Real-world examples of how DRM tools are helping firms boost productivity and achieve meaningful change. Hosted by James Goad and the fantastic team at Owen James, this event brings together 50 industry leaders, including COOs, CTOs, and CIOs, from top Wealth Managers, Private Banks, DFMs, Advisers, and MFOs. We’d love to connect with you at the event and share how our platform is helping firms just like yours to work smarter, exceed client expectations, and thrive in a competitive market. Are you ready to unlock your peak performance? #WealthTechMattersTheBusiness #OwenJames #WealthManagement

We are delighted to announce the publication of our Swiss WealthTech Landscape Report (WTLR) for 2024!   This year’s edition of the Swiss WTLR, highlights the most relevant and impactful technology topics and trends for a specific wealth management market. We showcase the depth, breadth, and growing range of technology and related solution providers available to the wealth management community in Switzerland and beyond.   The report includes over twenty thought-provoking articles from different backgrounds of the wealth management industry, focusing on four key themes: the client experience, the wealth management offering, the business, and the external asset management (EAM) model.   Additionally, we’ve featured 10 Solution Showcases, our A-Z Solution Provider Directory with 539 entries, and a data insights section collecting relevant data points (from third-party sources) to show how the Swiss wealth management industry is evolving and its current shape. A big thank you to all the report’s contributors! Edward Turner from Dreyfus Banquiers, Christian Cebreros from The Good Guys Company, Tom Williams from Pointgroup, Tomas Hurcik from ORCA, Christoph Schnidrig from Amazon Web Services, Jasmine Willis from Simple, Tamara Kostova from Velexa, Nicolas Syz from Syz Group, Stefan Edelmann from Sygnum, Delia Steiner from aixigo, Enrico De Giorgi from Yainvest, Steve Round from SaaScada, Jürg Stalder from SIX, Roger Furrer from ERI, Marc Oliver Hauser from Tenity, Marion Fogli from Alpian, Dieter Lützelschwab from additiv, Ray Soudah from Millenium Associates, Helmut Schmid from UBS Partners, Dimitri Petruschenko from EAM.Technology, Brice Zanetti, CFA from Everon, Jamie Vrijhof-Droese, and Laurent Pellet from Lombard Odier Group Interested in reading the full report? You can read this edition of the Swiss WealthTech Landscape Report online. #switzerland #zurich #swiss #events #event #conference #technology #digitaltransformation #wealth #advisor #wealthmanagement #banking #privatebanking #tech #familyoffice #swisswealthtechlive2024 #wealthtech #fintech #finance

🌍 At The Tech Capital International Finance Forum 2024 on May 22-23, discover a compelling country use case demonstrating the pivotal role of digital infrastructure in reshaping global influence and driving economic growth amidst challenges. +++ Embracing the theme of "Building Alliances for Equitable Action", The Tech Capital International Finance Forum 2024, or #IFF24, is set to tackle critical issues impacting the global digital infrastructure financial landscape amidst turbulent dynamics. For more information, visit the event page here: https://lnkd.in/epH87hgi For inquiries, sponsorships, award tables, or other matters, please reach out to iff24@thetechcapital.co.uk. Follow The Tech Capital for more timely news, views, and interviews. Subscribe for free to access all content here: https://buff.ly/3XiMLeI At The Tech Capital, you lead, we report. #IFF24 | Where global digital infrastructure investors debate, inspire, and connect #TheTechCapital #DigitalInfrastructure #Investment #Finance #Networking