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Showing 41 - 50 of 314 results for "Automation"

Northern Trust launches new solution for insto investors

ELIZA BAVIN  |  THURSDAY, 21 NOV 2024
... eligibility rules, access to real-time data through client portals, report write capabilities, and full end-to-end automation. "Our clients must be strategic and nimble in managing their investment portfolios, including collateral management, to optimise ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... to improve. "The Advisely Index results demonstrate that Australian advice businesses are drawing on technology and automation to streamline their internal processes and produce advice documents quicker," Willmer said. "While this is good news for the ...

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... those who are just starting out. Big advocates of AI tend to use it to identify fraud and cyber breaches, back-office automation, and to optimise their digital advertising. "In the current age of digitalisation, the advice sector faces significant challenges ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... in Open Finance and the Australian Consumer Data Right, Financial Planning System integration and financial advice automation will provide our clients the ability to create powerful, meaningful engagement with their members - especially at critical moments ...

Regulators to clamp down harder on greenwashing

ANDREW MCKEAN  |  FRIDAY, 27 SEP 2024
... example, summarising vast volumes of data and information to drive investment decisions, and are considering where smarter automation of internal processes could drive cost efficiencies. "Asset managers should focus on reviewing how the new technologies ...

SSGA takes 5% stake in Raiz

KARREN VERGARA  |  MONDAY, 26 AUG 2024
... for potential future mergers and acquisitions. It also wants to increase operational efficiency and reduce costs via automation and enter into white-label agreements with the wealth management industry. For SSGA, the deal means making its ETFs available ...

Unprecedented vulnerabilities in financial services: KPMG

ANDREW MCKEAN  |  THURSDAY, 27 JUN 2024
... regulatory demands without having to reinvent the wheel." Another consideration was to supercharge cybersecurity with automation. "Digital agendas are proliferating at a massive rate. With the increasing shift to cloud-based systems and remote work ...

Will ASIC use AI for advice compliance monitoring?

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
... helping to execute trades automatically based on pre-defined strategies or parameters," he said. "There is some great automation and optimisation technology which will assist financial advisers in matching the best advice strategy recommendations to ...

QIC adds to streak of venture capital investments

ANDREW MCKEAN  |  WEDNESDAY, 5 JUN 2024
... important thematics for Queensland innovation, including healthtech, aged care, climate and infrastructure tech, AI and automation," he said. "QVCDF is pleased to be supporting Sprint as a cornerstone investor in its third fund which will deploy much-needed ...

QIC backs startup investor

ANDREW MCKEAN  |  TUESDAY, 4 JUN 2024
... high-growth Australian technology startups, particularly in cybersecurity, customer experience, and productivity and automation. Tidal partners with "disruptive early-stage companies" that want to transform their industries on a global scale. It's ...