Sharpfin Insider
Discover sharp insights on current trends, regulatory compliance enhancements, fortified data security, and streamlined automated processes for sharper wealth management.
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Discover key trends and strategies that fund management companies can use to improve efficiency, client experience, and compliance in their...
Discover essential strategies for investing in technology to enhance efficiency, client experience, and compliance in your wealth management firm.
Two leading Swedish fintech companies, Datia and Sharpfin, are joining forces to bring awareness to the ESG landscape.
By implementing these five steps, you can greatly reduce the risk of cyber threats, enhance your company's overall security and maintain client trust.
Tech giants CrowdStrike and Tietoevry aim to rebuild trust after major security breaches through enhanced security, transparency, and community...
Explore how fintech is reshaping wealth management through D2C platforms, driving tech innovations, and transforming advisory services.
Johanna Englundh, editor at Morningstar, on the main similarities and differences in mutual fund investments in the Swedish, Norwegian and Finnish...
Lawyer and co-founder of Harvest Advokatbyrå, Björn Wendleby, on how digitalisation has transformed work on regulatory compliance.
Learn how Strand cut administrative costs and grew its client base using Sharpfin Wealth Management Suite, without incurring additional expenses.
An interview with Markus Alin about the growth journey of Sharpfin from a startup to a scaleup and advice on how to make it in the industry.
Discover how structural optimisation, AI, and strategic IT capitalisation drive efficient growth for financial companies.
Born out of a wealth management business, Noon Invest offers a unique niche by embracing robo advice technology and low-cost index fund investing.
We had the opportunity to interview Karin Laurell, an art director, graphic designer, and content creator, about her inspiration behind Sharpfin's...
We interviewed Per Martín, CRO of Roaring, about the new partnership with Sharpfin and how it improves business performance by automating KYC and AML...
Sharpfin provides Strand Kapitalförvaltning with a solution to support all aspects of their wealth management process.
Listen to Markus Alin as he interviews the co-founder of Datia, Juan Manuel Serruya, on how wealth managers can incorporate sustainability into their...
Two prominent Swedish fintech companies, Datia and Sharpfin, are joining forces to equip Wealth Advisors for sustainable investing.
Currently serving as COO of Strand Kapitalförvaltning, Frida's focus has been on digitalisation and streamlining business processes to enhance...
This solution will meet wealth managers' needs for modern technology that provide a better customer experience.
Peter Almberg has a long background in the fintech sector. He helps companies on their financial journey using modern tools.
Scrive eSign is seamlessly integrated in Sharpfin’s cloud-based Wealth Management suite and Advisory Service workflows.
Following an extensive evaluation, Consensus has decided to invest in Sharpfin's Client Relations module to fully comply with MIFID II and IDD.
Stay ahead of the competition with valuable insights to enhance and perfect your wealth management processes using the latest tools and industry knowledge.