07 August 2023St James’s Place: Modernizing client engagement and increasing advisor productivity
Firms utilizing available technology to personalize client engagement will be best positioned to capture a meaningful market opportunity St. James's Place is fully focused on delivering this highly personalized experience.
15 June 2023Consumer Duty - United Kingdom Financial Wellness
Manufacturers should have completed all necessary reviews to meet the outcome rules for their existing open products and services by 30th April. And don't forget, 31st July is the deadline for new and existing products or services open to sale or renewal.
19 July 2017The Future of FinTech
FinTech is definitely on the rise, but banks still have a competitive edge that they can use to stay in the lead.
OPAL for Salesforce
The OPAL app enables wealth managers and advisors to monitor their client’s financial goals.
OPAL Planning supports banks, advisors and wealth management firms to translate client financial goals into an optimal investment strategy.