Prometeia Digital Wealth Management Platform- NPS Articles
Client profiling Understanding the client is the first and most critical step in any advisory relationship. Accurate profiling sets the foundation …
Company Releases
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More Regulations on the Horizon for Banks as Pandemic Exposes Security and Identity Verification Deficiencies
OneSpan™ (NASDAQ: OSPN), the global leader in securing remote banking transactions, today released the inaugural OneSpan Global Financial Regulations Report. …
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CREALOGIX Appoints Oliver Weber as New CEO
Oliver Weber has been appointed CEO of the CREALOGIX Group as of 1 January 2020. In his new role, Weber …
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Jamie Whatley Promoted to Sales Director CREALOGIX UK
The management of CREALOGIX has promoted Jamie Whatley to the position of Director - Sales and Account Management. Jamie, an …
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Award-Winning Investment House Killik & Co Chooses CREALOGIX Invest to Continue Innovating Digital Investor Services
Killik & Co, the independently owned investment house, continues innovating its investor self-service systems using the digital engagement platform offered …
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CREALOGIX Recognised as Digital Wealth Management Innovator in 2020 Fintech Power 50 list
CREALOGIX has been announced as a member of the new 2020 cohort of the Fintech Power 50, an exclusive annual …
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World’s Largest Financial Institutions Utilizing Broadridge to Solve New Obligations Under European Shareholder Rights Directive (SRD II)
Helping global financial institutions prepare for the European Commission’s updated Shareholder Rights Directive (SRD II), Broadridge Financial Solutions, a global Fintech …
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New Artificial Intelligence and Machine Learning Platform for Reconciliation, Matching and Exception Management Operations Introduced by Broadridge
Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and part of the S&P 500® Index, today announced the launch of Broadridge Data …
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Broadridge Announces Data Control Solution Suite
Broadridge Financial Solutions, a global Fintech leader and part of the S&P 500® Index, today announced the launch of the …
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Digital challenger MeDirect Group Chooses CREALOGIX Invest to Launch Consumer Digital Investment Platform
Fast-growing European savings bank and wealth manager MeDirect Group selected CREALOGIX to develop and launch its digital investment platform. The …
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CREALOGIX Wins Two Systems in the City Financial Technology Awards
Global digital banking software provider CREALOGIX has been recognised with two awards at the 2019 Systems in the City Financial …
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CREALOGIX UK Consumer Survey Reveals Competitive Opportunity for Banks that Can Deliver Faster Open Banking Innovation
Today, global digital banking software provider CREALOGIX has released the results of a survey undertaken with UK consumers in partnership …
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LGT Vestra Choose CREALOGIX for New Wealth Management Mobile App and Client Portal
UK-based wealth management firm LGT Vestra is developing new mobile capabilities to enhance the digital experience for their high-net-worth clients. …
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CREALOGIX UK Consumer Research Finds Open Banking Convenience Will Determine Consumer Loyalty
Research from CREALOGIX finds that the most popular open banking features are associated with aggregation and convenience in managing …
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Broadridge Announces Innovations for the Updated European Shareholder Rights Directive
In response to the European Commission’s updated Shareholder Rights Directive, Broadridge Financial Solutions, a global Fintech leader and part of …