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Showing 91 - 100 of 263 results for "Automation"

OneVue, Mainstream automate cross-platform transfers

HARRISON WORLEY  |  TUESDAY, 14 MAY 2019
... risks as a result of Calastone's solution, which indicates there is more value to be unlocked for the industry through automation. Mainstream's Australian chief Andy Harrison noted immediate benefits had been noticed by clients. Netwealth has used the ...

IRESS partners with bank

ELIZABETH MCARTHUR  |  THURSDAY, 2 MAY 2019
... "Today's announcement reflects a growing need we're seeing amongst lenders who are seeking to reduce friction and increase automation, as well as improve the experience of their end customers through quickly, efficiently and responsibly approving and ...

HESTA joins ESG social media fight

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 APR 2019
... open brief that could include technology solutions, moderation, regulation or industry codes of conduct, monitoring, automation, checks & delays, suspension of accounts and a range of other possible measures." Earlier this month, NZ Super chief executive ...

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... shift to a goals-based advice process in tandem with the need to deliver enhanced process efficiency and compliance automation." XPLAN has actively released new functionality to improve user experience and released a portal to help advisers develop their ...

Financial advice in 2030: What does it look like?

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2019
... be aligned to managed account providers, the white paper reads. The service provider also predicts robo-advice and automation to gain ground, challenging advisers but also driving improved outcomes for clients. It will mostly aid transactional advice ...

BGL announces new integrations

ELIZABETH MCARTHUR  |  MONDAY, 25 MAR 2019
... practice management solutions and actuaries. BGL also announced integration with AccountKit, introducing "single click automation" designed to streamline client processes. AccountKit will become part of the "BGL ecosystem" and allow firms to use AccountKit ...

Equipsuper boosts digital and member experience teams

KARREN VERGARA  |  FRIDAY, 1 MAR 2019
... personalisation specialist tasked with supporting Equip's digital transformation and growth via digital marketing and automation campaigns. He reports to Mikolai Napieralski. Magat's previous roles spanned the education and recreation sectors, where ...

IRESS reports strong 2018

JAMIE WILLIAMSON  |  FRIDAY, 22 FEB 2019
... the delivery of significant projects to advice and superannuation clients, and interest in how technology can drive automation for business outcomes, IRESS said. The business' operating revenue in the Asia Pacific financial markets was slightly higher ...

ACSA creates managed fund taskforce

HARRISON WORLEY  |  MONDAY, 11 FEB 2019
... taskforce to help address what it deems "systemic" obstacles in servicing managed funds and encourage more standards and automation in the local market. ACSA said that in surveying the market it found there was wide-spread belief more could be done by ...

State Street flags job cuts

JAMIE WILLIAMSON  |  MONDAY, 21 JAN 2019
State Street will shed 6% of its global workforce in high cost locations as it looks to streamline processes via automation. Detailed in financial results released over the weekend, State Street will cut about 1500 employees in response to challenging ...