Author: Wealth Intelligence

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Posted on September 30, 2021
In Press Releases

  Wealth Intelligence (WIN), a leading technology solutions provider to asset and wealth managers, insurers, banks, and brokers, has won three awards at the 2021 WealthTech Asia Awards, hosted by WealthBriefing. WIN ‘Client Portal’ was crowned winner in the best ‘Client Communications Tool’, with Alexander Krefft, Contemi CEO being awarded the best ‘Regional Management Team/CEO’. WIN ‘Client Onboarding Solution’ also gained recognition as being highly commended in the ‘onboarding product’ category. Showcasing the ‘best of breed’ of...

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Posted on July 19, 2021
In Articles

Corporate actions processing has long been a byword for a manual, inefficient, and risk-prone function in the securities industry. While technology vendors have made great strides in overcoming the challenges of processing corporate actions, firms have defied the general trend toward automation, and rates of STP have remained stubbornly low. Mandatory events are often well automated, with higher STP rates. However, event complexity, data inconsistency, and the number of internal/external touchpoints...

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Posted on July 14, 2021
In Videos

Fintech disruption in the savings, investment, and broader wealth space has so far centered on 'democratizing' access. Is that because there is less of an opportunity at the higher 'private wealth' end of the market? Or, is the opportunity to provide better and cheaper digital services now starting to appear? PANELLISTS William Rouse, Director for UK & Europe, Contemi Solutions Mintoo Bhandari, Managing Director and Founder, Monument Gareth Johnson, Head of Digital Channels, Brewin...

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Posted on June 8, 2021
In Videos

Contemi's Solutions Director, Amrik Sanghera talks about evolving customer expectations in the wealth management industry at The Securities Industry Conference 2021. During his presentation, Amrik shares customers' expectations across the wealth management lifecycle and what wealth managers need to do to deliver a positive customer experience to multi-generational clientele. https://vimeo.com/644334248 If you have any questions, email us at info@contemi.com ...

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Posted on April 6, 2021
In Articles

Wealth Management and Private Banking companies are making significant investments to attract new customers. The first real test comes during the customer onboarding process as this journey is the key to defining future customer relationships. Most financial services firms struggle with the basics of their onboarding processes and are unable to set the tone for the right and profitable customer relationship. The solution as we see it is a fast, frictionless,...

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Posted on January 28, 2021
In Articles

After a turbulent year businesses are looking for some bulletproof guidance and inspiration, wealth management is no exception. There is no doubt that the Covid-19 has changed the world for ever, but let's not make the pandemic a scapegoat for the woes of asset and wealth management organisations. Prior to the pandemic, the wealth management sector was facing multifaceted challenges arising from the digital disruption, evolving customer segments, and shifting competitive...

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Posted on August 26, 2020
In Articles

The democratization of wealth management has been well underway for the past few years. With the global economic downturn and the proliferation of digital solutions, has wealth management finally reached the inflection point to take the democratization of Wealth Management to the next level? For years, investments into markets and complex products used to be the playground of High Net Worth Individuals (HNWIs). This has changed in the last decade with...

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Posted on July 7, 2020
In Videos

Hosted by – Stephen Wall, Co-founder, The Wealth Mosaic Presenter – William Rouse, Director UK & Europe – Contemi Solutions and Amrik Sanghera, Senior Solutions Consultant, Contemi Solutions Contemi Solutions joined the Wealth Mosaic’s webinar series ‘WealthTech Talks: In conversation with’, where The Wealth Mosaic co-founder Stephen Wall interviewed Contemi’s William Rouse, Director, UK & Europe, and Amrik Sanghera, Senior Solutions Consultant. Through the interview William and Amrik talks about the background and origins of Contemi, the business...

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