Signals wealthtech news

WealthTech Weekly: November 11, 2022

- Capital Bank Group pushes the limits in digital onboarding.

- FNZ completes the acquisition of DIAMOS.

- FiComm Partners and FMG launch a digital marketing program for advisors.

- StratCap Advisory is merging with Fintrust Advisors into Upwisery.

- MeDirect Bank gives a new round of its commission-free investment campaign.

Let’s go though the details.

Big names, new names

Jordan’s Capital Bank Group is set to create the first solution for fully digital investor onboarding in the country. The institution has tapped Digibanc platform by Codebase Technologies’ to power up the endeavor.

Capital Bank Group is a critical player in Jordan’s finance market. As it has joined forces with one of the most furiously growing open banking providers, the resulting solution has all the chances to get to the top of the local Fintech sector. 

Read more here

FNZ’s acquisition of DIAMOS has landed successfully. Having announced the move in September, FNZ started the acquisition to expand its pool of experts in wealth management technology, fund administration in particular.

Another investment in best-in-class technology, this move will give FNZ a competitive edge in the 15 international markets where the company provides investment platforms.

Read more here.

Next read: Acquire Like a Pro. Tips and Top Fintech Acquisition Cases
→ Learn what's in

FiComm Partners and FMG will launch Advisor Marketing Bootcamp—a training program in digital marketing for financial advisors. The program will allow them to make the most out of cutting-edge marketing tools FMG’s platform provides. 

With a massive demand for mastering digital marketing among advisors, the program will help them keep pace with innovations. Seems like the market has taken too much speed for the target users.

Read more here

Indian investment banking StratCap Advisory is merging with a rapidly developing family office advisory Fintrust Advisors to form Upwisery, a full-spectrum advisory and financial services firm. 

The founders expect the SME sector in India to continue its growth despite the negative outlooks for this type of business globally.

Read more here

Malta’s first digital bank MeDirect Bank throws a re-launch of its "Buy Commission-Free" campaign. The added functionality will allow clients not only to buy securities commission-free but also to submit orders valid for up to half a year.

The campaign is part of the bank’s ambitious plans to become a leading international Wealthtech and Wealth SuperApp provider.

Read more here.

Need a skilled team to revolutionize digital onboarding or reporting?
Let's plan it out 

We bring more than news 

INSART is a Fintech engineering partner who gets to the core and polishes every detail when developing solutions, integrating the best of traditions into innovations for Fintech growth.

  • We assemble dedicated teams for Fintech projects and manage them long-term. 
  • A thorough understanding of financial concepts helps our developers build best-in-class gear. 
  • By fostering a culture of financial literacy across the company, we make our team grow professionally and improve their financial well-being. 

Fact: our expertise saves you at least 25% of the time compared to teams inexperienced in the Fintech industry. Contact Vasyl Soloshchuk or schedule a call with one of our tech experts to learn more. See you on the innovation side!

 

How to Build AI-Powered Credit Scoring Software - Tips from Experts

How to Build AI-Powered Credit Scoring Software - Tips from Experts

Credit score is your multipass in the world of financial services. It helps you secure a loan, apply for a credit card, or rent an apartment. It’s a thread binding it all together in the intricate web of financial decision-making.

Today, the landscape of credit scoring is evolving, and it's not just about numbers and formulas anymore. AI, the po...

Credit score is your multipass in the world of financial services. It helps you secure a loan, apply for a credit ca...
More

How to Select the Right Software Quality Metrics for Your Project

How to Select the Right Software Quality Metrics for Your Project

In a world of limited resources and rapidly changing environments, metrics are needed to balance a project's objectives and ensure success.

This article will guide you through the metrics for software development projects and instruct you on creating a perfect metrics mix step-by-step. Find out the key considerations for metrics selection and im...

In a world of limited resources and rapidly changing environments, metrics are needed to balance a project's objecti...
More

Instead of 1000 Words: How Fintechs Can Use BPMN to Scale Business Processes

Instead of 1000 Words: How Fintechs Can Use BPMN to Scale Business Processes

With a firm grip on its title, BPMN remains the premier way to design and implement business processes. It’s intuitive, easy, and it can also be fun.

Learn what BPMN is, what its key elements and best practices are, and how to scale business processes using BPMN if you’re in Fintech.

With a firm grip on its title, BPMN remains the premier way to design and implement business processes. It’s intuitiv...
More