
Tag Archives: 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
