Tag: Appway
Finantix becomes part of InvestCloud to boost SaaS wealth solutions platform
Digitalizing Client Lifecycle Management in the Time of Covid-19 and Beyond
Pandemic drives PB demand for digital solutions to maintain business as usual
WMs must emulate Amazon, Google and Apple in client onboarding: Appway
India HNWIs prioritising self-service capabilities over human advisors: Appway
Cost and control hurdles hamper PBs’ digital customisation efforts
Appway launches CLM auto-update tool to improve RM productivity
PBs prefer third-party providers for tech budget security
What makes or breaks PB client onboarding digitalisation: Appway
Onboarding pain points soothed through collaboration: Appway
LGT picks Appway for client onboarding to offboard processes
Credit Suisse PB’s Christian Huber reveals digital platform updates and new RM tools
HSBC Private Banking to go live with core banking platform in Asia soon, sources say
Private banks debate the use of e-signatures in KYC process
Deutsche Bank WM unveils two RM-focused apps in Asia
Private banks shy away from fully-digitalised onboarding
New data points to client onboarding pains at private banks
Deutsche Bank’s Nemali: We’re working on three front office tools
How wealth managers conquer new market segments with digital onboarding
Appway adds e-signatures to ease DD processes
Compliance officers in Asia to evolve, not be axed, should compliance be streamlined
Pictet to roll out mobile app in 2016
Cracking the compliance conundrum
Paperless onboarding goes further to shorten process
Appway’s Asia GM leaves to join Standard Chartered
