📰 Read more on how our unique partnership with client lifecycle management (CLM) specialists, Wealth Dynamix is helping wealth managers unlock a new level of engagement - https://lnkd.in/ewb7PTr7 #BehaviouralFinance #BeFi #FinancialPlanning #WealthManagement #FinancialAdvice
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Wolters Kluwer emerges as Category Leader in all four quadrants of the 2023 Chartis ALM report: LONDON – August 17, 2023 - Wolters Kluwer Finance, Risk and Regulatory Reporting (FRR) has secured Category Leader positions in all four ... #regulatoryreporting #regulation #finperform
Wolters Kluwer emerges as Category Leader in all four quadrants of the 2023 Chartis ALM report
globenewswire.com
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We're excited to announce a key partnership between Wealth Dynamix and Oxford Risk, poised to streamline client engagement in wealth management. Combining Wealth Dynamix's leading Client Lifecycle Management solutions with Oxford Risk's expertise in behavioural finance, this collaboration empowers firms to leverage the science of decision-making for personalised client interactions. Here's what this means for you: 🤸♂️ Streamlined risk assessments with intuitive interfaces 🏄♀️ Enhanced onboarding processes for a seamless customer experience 🎯 Data-driven investment strategies aligned with client goals 💌 Personalised communications tailored to individual preference Together, we're dedicated to reshaping wealth management by placing the client at the heart of the experience. Find out more: https://lnkd.in/dPMaCBkg #WealthTech #FinTech #WealthManagement
Wealth Dynamix and Oxford Risk forge strategic partnership to revolutionise client engagement with behavioural science
https://wealth-dynamix.com
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Comarch #Wealth Management, one of our flagship solutions is included in the “The Digital Wealth Management Platforms Landscape, Q4 2023” report by Forrester, with Comarch listed in the large vendor category. Learn more https://comarch.cc/4b6N8Rj Comarch self-reported the extended use cases of build client performance metrics reports, monitor portfolios using risk management tools, and provide alternative performance views and insights as the top three areas for which clients select them. The Forrester report puts forward main trends and challenges faced by financial institution delivering wealth services globally.
The Digital Wealth Management Platforms Landscape Q4 2023
comarch.com
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Prestigious recognition by Chartis Research, SAS is category #leader in the new Asset Liability Management Technology Systems report. SAS is a long-standing partner of leading financial institutions, our mission is to help client institutions build a proper balance sheet risk management infrastructure beyond regulatory compliance, to ensure that they can withstand various economic conditions. SAS’ acquisition of Kamakura has raised the overall market presence and potential. Moreover, SAS’ ongoing investment and research emphasize the strategic potential of recent initiatives. #ALM is but one area of #risk management where SAS has earned recent acclaim. SAS won five 2023 #RiskTechAwards, - Consumer credit modeling software of the year. - Credit stress-testing product of the year. - IFRS 9 – enterprise solution of the year. - IFRS 9 – expected credit loss modeling solution of the year - Regulatory capital calculation product of the year. Modern technology and best-in-class recognitions like this reflect our #expertise in #advancedanalytics and our commitment to help senior leaders and directors transform e.g. a #compliance issue into a strategic driver to drive the organization. http://2.sas.com/6046PgbDu #Chartis #RiskTech #sas #dataanalytics #banking #FinancialServices #insurance #RiskManagement #Kamakura #AssetLiabilityManagement #risktechnology #AI #Trend2023 Andrew Smith, Amalia Fuschini, Pier Antonio Quartaroli, Serena Braggio, Stanislao Magro, Anselmo Marmonti, Claudio Alicicco, Daniele Laguardia, Stefano Paganelli, Vincenzo Savarese, Bojan Sabolovic, Valerio Mosca, Davide Pecchia, Anna Grillo, Martim Rocha, Anthony Mancuso, Alida Popescu, Jovana Kapisoda, Robert Stindl, Donald Baillie, Serena Silvestri, Paola Ratti, Florian Stammer, Costabile Santis, Antonio Raimondi
SAS an asset liability management technology leader, per Chartis
prnewswire.com
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✨ VERMEG is proud to showcase Chartis Research recognitions in the Collateral Management Systems for Capital Markets – Buy-Side and Sell-Side: Market and Vendor Landscape Quadrant report for 2023. 🥇 VERMEG is a “Category Leader” in the FinTech Quadrant for collateral management System for capital markets. 🥇 Recognition of Innovation as Large Enterprise Insurance/Asset Management Collateral Coverage, on the “Collateral management recognition: completeness of offering and innovation” Table. 💡These recognitions were achieved following a detailed examination process with Chartis Research experts, solidifying COLLINE's reputation as the Collateral Technology of the Future. “Our commitment to excellence in collateral management reflects our deep understanding of the market's demands and our relentless pursuit of innovation. ..." - said Wassel Dammak - VERMEG's Collateral Management Director. 👉 Click here and read the Full article: https://lnkd.in/e_esZEic #VERMEG #COLLINE #CategoryLeader #CollateralManagement #Collateral #MarketInfrastructure
VERMEG’s COLLINE, recognized as “Category Leader” by Chartis Research in Collateral Management Systems
vermeg.com
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Enterprise Risk Management and Compliance Advisor at SAI360 | Specializing in the Financial, Insurance, and Heavily Regulated Sectors
For #compliance and #audit professionals in the financial sector, Robeco's journey offers a blueprint for success. Managing over $180 billion in assets, Robeco faced the challenge of adhering to complex international regulations, including Basel II and SOX. Their solution? Implementing SAI360's GRC platform. 🔑 Key Achievements: 🛠️ Streamlined Processes: Integration of governance, risk, and compliance across the enterprise, eliminating redundant processes. 🌐 Global Compliance Visibility: Multinational compliance capabilities offering a bird's eye view of risks and controls across the organization. 📈 Risk Optimization: A scalable, process-centric solution that supports ongoing compliance and risk management efforts, paving the way for future integrations. Robeco's partnership with SAI360 not only standardized processes and controls but also optimized risk management, ensuring robust compliance across multiple jurisdictions. This case study is a powerful example of leveraging technology to enhance governance and manage risks effectively in the financial industry. Curious to see how they did it and the impact it could have on your organization? Dive deeper into Robeco's strategic approach and success with SAI360. Explore the full use case here: https://lnkd.in/ernw9r7Z Embrace the future of compliance and risk management with strategic technology partnerships. 💡✨ #Compliance #RiskManagement #FinancialServices #SAI360 #Robeco #Innovation
Robeco: Banking on GRC Success with SAI360
https://www.sai360.com
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Vida’s ongoing journey: innovating portfolio solutions J.P. Morgan’s Gurps Kharaud and Francesco Chioccola discuss Vida Portfolio Solution’s ongoing innovation. “We designed Vida to provide a single solution that offers comprehensive capabilities encompassing a wider range of asset classes and product types. It supports clients across their complete investment lifecycles – from product creation to analysis, investment management and reporting – all in one place,” says Francesco Chioccola. “As long as client demand persists for the platform, Vida remains committed to meeting their needs. This reflects a multiyear investment programme aligned with evolving client demand,” says Gurps Kharaud. He adds: “Regardless of the size of the firm or the trade, all clients receive the same high-quality experience from J.P. Morgan on Vida.”
Vida’s ongoing journey: innovating portfolio solutions - Risk.net
risk.net
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Our Risk Data & Services platform provides corporates with #climate-related insights to support their financial planning, investment decisions, geographic diversification strategy, and to better prioritise capital expenditure for loss prevention. Abhijit Akerkar, Head Risk Services Corporates at Swiss Re Corporate Solutions, explains this and more in his talk with InsTech. Follow the link to find our more: https://ow.ly/i9xh50Q9mCk #RiskDataandServices #AdvancingCorporateInsuranceTogether
Swiss Re: helping corporates take better control of their risks
instech.co
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At CoreCap Advisors, we understand the importance of having the right tools at your disposal. That's why we offer a range of technology platforms, including Portfolio Management Tools and Risk Management Software. These resources are designed to help you manage client assets effectively and provide top-notch investment advisory services. Explore our technology solutions today. #PortfolioManagement #CoreCapTech #AdvisorTools
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It's not too late to register for today's webinar for #assetmanagers with Delta Data and the National Quality Review (NQR), A Delta Data Company, featuring essential insights for effectively managing risk throughout the intermediary oversight process.
Reigster Now
learn.nicsa.org
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