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A new concept of Robo-Advisor. Hybrid (Human+Digital), Educational, Fully flexible omni-channel, Multiobjective, Accessible. The new digitally empowered wealth management.

A new concept of Robo-Advisor. Hybrid (Human+Digital), Educational, Fully flexible omni-channel, Multiobjective, Accessible. The new digitally empowered wealth management.
Securian Canada and CAA partnered to create a digital-first insurance experience for over 7 million CAA members across Canada. This...
Dollar DiveR$ifier offers advisers diversification during life insurance quoting, generating Rand & Dollar quote simultaneously. It protects against offshore liabilities,...
A dynamic tool transforming practice valuation into growth strategy. It provides real-time valuation, future projections and actionable insights; helping advisers...
Four-year training course for Production Organisation consultants KAM Wealth, highly qualified professionals. The course is aimed at obtaining 3 professional...
These solutions, led by the bank's Global Family Office Group, are designed to complement its existing wealth management and philanthropy...
CaixaBank has announced a large-scale training initiative to enhance customer service for elderly clients. More than 30,000 employees will undergo...
CIMB Bank Berhad, one of Malaysia’s leading financial institutions, has introduced ‘The Golf Lounge for CIMB Preferred,’ an exclusive golf...
Virgin Money has launched a new training program designed to equip its 4,000 customer-facing employees with the skills needed to...