Sharpfin Insider
Discover sharp insights on current trends, regulatory compliance enhancements, fortified data security, and streamlined automated processes for sharper wealth management.
Read articles below:
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.
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...
Discover how structural optimisation, AI, and strategic IT capitalisation drive efficient growth for financial companies.
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.
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.