Today, customers want more individualized services than ever. The competition is also stiff. And what about the demand? Well, let’s just say it is higher……
Scaling Smart: The Importance of Data Migration for Wealth Management Growth
A smooth data migration is essential for wealth management companies that are experiencing growth, participating in mergers and acquisitions (M&A) or simply moving from one…..
The Future of AI in WealthTech: Reward-Based Engagement and Automated Scheduling
The wave of AI has taken the financial sector by storm. AI is setting new trends and redefining the concept of wealth management. If you…..
Why Wealth Managers Should Leverage Real-Time External Data Integration
In wealth management, the demand for smarter, data-driven reporting and analytics has never been higher. To remain competitive, firms need a clear, comprehensive view of…..
Surge Ventures, the Parent Company of Kovair Achieves SOC 2 Certification: Setting New Standards in Wealth Management Industry Data Security
SOC 2 is a framework established by the AICPA in 2010. It provides essential guidelines for technology and cloud computing organizations to ensure the effective management and security…..
How AI is Revolutionizing Financial Processes in FinTech
The FinTech industry is undergoing a major revolution, powered by artificial intelligence. These sophisticated algorithms reshape finance, increasing efficiency, precision, and customer satisfaction. In this…..
Benefits of Digital Transformation in the Wealth Management Industry
Various surveys indicate that today, 80% of investors prefer to use mobile apps to track their investments and engage with their advisors, and 40% of…..
Stay Flexible and Break Free from Vendor Lock-In: A Guide for Wealth Management Firms
Introduction to Vendor Lock-in of Wealth Management In the context of wealth management, vendor lock-in describes a circumstance in which a company grows unduly reliant…..