blogs
22nd March 2024
The global market for asset management is growing rapidly. According to a report by market research institute Zion, it is expected to reach a value of around $3.5 trillion by 2030,...
The Wealth Mosaic
2nd February 2024
Banks, wealth, and asset managers alike are rapidly recognising AI as likely to become one of the most strategically essential technologies for the wealth management industry to leverage. Its potential...
news
22nd January 2024
Objectway has taken a significant step towards expanding its capabilities and geographic footprint in North America with the acquisition of Nest Wealth. This is a notable milestone in Objectway’s strategy...
blogs
Digital Platforms & Tools
Market & Business Infrastructure
19th January 2024
Artificial Intelligence (AI) has dominated headlines across industries throughout 2023, but the big question that remains on everyone’s mind is, “How will it impact me?”. From predictive analytics to personalised...
blogs
15th January 2024
What is the right mix between physical and digital? All finance and xtech players are adopting a ‘phygital’ relationship model, seeking the right balance between the two components of a single...
video interviews
20th December 2023
Earlier this year, we interviewed Nico Permentier, Head of UX Creation and Services Design at KBC Bank, one of Objectway’s partners, about its AI solution, KATE, and its development journey...
video interviews
13th December 2023
In this video interview from Objectway's annual OWIN23 conference, you can hear Maarten De Clerk, Head of Product Development at KBC Securities Services, talk about the partnership between both companies.
KBC wanted...
insight
Business Strategy & Advisory
Compliance & Regulation
6th December 2023
The Consumer Duty’s Principle 12 outlines four key areas that firms need to enhance to ensure good client outcomes:
Product and services: demonstrating that the customer’s best interests are at the core of the...
video interviews
29th November 2023
During the OWIN 2023 event, we interviewed a number of Objectway’s partners about their relationships and how they started collaborating. In this video interview, you will hear from Elisabete Pinto...
blogs
8th November 2023
In the ever-changing environment of wealth management, the value that Artificial Intelligence (AI) in all its guises can provide is increasingly recognised. Although widespread adoption has yet to happen, more...
video interviews
26th October 2023
In this video interview from Objectway's OWIN23 event, you can hear Laurent Lamblin, Head of Concepts at everyoneINVESTED, and Kurt Vanhee, Managing Director of Continental Europe and Canada of Objectway, talk about...
blogs
Business Strategy & Advisory
Client Engagement & Management
12th October 2023
For the second time in a row, Objectway participated in the prestigious The Banking Scene event in Brussels. As the flagship event in Belgium for banking industry stakeholders, the forum...
blogs
Business Strategy & Advisory
Technology Strategy & Consulting
26th September 2023
In the fast-paced environment of innovation and rapid change, balancing innovation and sustainability has become a major issue. This scenario poses challenges that must be overcome and offer opportunities that...
news
19th September 2023
Objectway, a global Top100 FinTech provider of as-a-service software and services to banks, wealth and asset managers, has been partnering with FinFactor to support the investment firm in managing more...
video interviews
8th September 2023
At the OWIN 2023 event, we conducted a series of interviews with members of Objectway and its clients.
In this video, you can hear James Andrews, Director and Head of Investment...
blogs
Business Strategy & Advisory
Technology Strategy & Consulting
6th September 2023
Joining the conversation on the stage of OWIN23 were prominent figures such as Stefano Rosso, CEO at Euclidea, Elisabete Pinto Pereira, Deputy Executive Director at Novobanco, Ivo Darnley, Managing Director...
blogs
Business Strategy & Advisory
Technology Strategy & Consulting
22nd August 2023
It has been over a month since the OWIN23 Customer Conference, and what a thrilling ride it was! The impact of its contents, the shared insights, and the lessons learned...
blogs
Business Strategy & Advisory
Technology Strategy & Consulting
16th August 2023
A keynote on the changing landscape of private wealth
World economies are experiencing turmoil, which some call a ‘crisis’ or are at the brink of a financial crisis, facing a recession linked...
blogs
Business Strategy & Advisory
Technology Strategy & Consulting
10th August 2023
In the realm of sustainable finance, Quorus is a non-profit association which has been striving to make a significant impact for 50 years. With 1,528 financial institution members (from 156 countries),...
blogs
Business Strategy & Advisory
Technology Strategy & Consulting
3rd August 2023
Innovation and technology, hand in hand
The asset and wealth management industry is experiencing a major historic shift: from traditional to modern, from conservative to dynamic and from product and institution-centric...
blogs
Business Strategy & Advisory
Client Engagement & Management
26th July 2023
This thought-provoking panel discussion delved into the intricate relationship between customer experience and digitisation, uncovering the dynamic interplay between self-service solutions and hybrid approaches. The obvious place to start is...
blogs
Business Strategy & Advisory
Technology Strategy & Consulting
21st July 2023
Sustainable innovation at scale. This is something we see as a framework for future success. It is something that works both as a concept and also as a tangible framework...
blogs
Business Strategy & Advisory
Proposition Design, Development & Delivery
10th July 2023
Why in troubled times? Isn't innovation more productive and flourishing in a good economic climate (while survival is a priority in crisis)?
Innovation is, indeed, easier in a good economic climate – with...
news
30th June 2023
Objectway, top 100 global provider of as-a-service software and services for financial institutions, achieved its tenth consecutive awards recognition – the fifth in a row as “Best Wealth Management Solution”...
blogs
Business Strategy & Advisory
Digital (Robo) Investing
8th June 2023
Joining the conversation were James Scott Andrews, Director & Head of Investment Management at Redmayne Bentley, Damiano Baj, Chief Operating Officer at EFG Bank, Gareth Johnson, Head of Digital Channels...
news
Digital Platforms & Tools
11th May 2023
Accuro, one of the leading wealth advisors based in Antwerp, Belgium, has selected Objectway – global TOP-100 FinTech provider of as-a-service software and service platform to banks, wealth and asset...
Podcasts & Webinars
14th April 2023
Summary:
For the fifth episode of the Series, Michele Tanzi, Market Solution Director at Objectway, will be counting down to OWIN23 by discussing how harnessing the latest tools can lead to...
blogs
Business Strategy & Advisory
Data Management & Analysis
24th March 2023
The client was an asset management firm with more than €15 billion in assets under management (AUM) and 12 investment funds with over 70,000 accounts. It manages 200-300 new contracts...
blogs
21st March 2023
Rathbones provide individual investment and wealth management services for private clients, charities, trustees and professional partners. They have been trusted for generations to manage and preserve their clients’ wealth.
Our tradition...
Podcasts & Webinars
16th March 2023
Episode summary
In this second episode of the OWIN23 Podcast Series, Roger Portnoy, Chief Strategy Adviser for Objectway, will explore some key trends and themes in wealth management. He will particularly...
blogs
Business Intelligence & Practice Management
Business Strategy & Advisory
8th March 2023
Making the future is the name of our strategy. A future that has already begun, and we are the ones making it. Together.
The firm was looking for a partner able...
Podcasts & Webinars
2nd March 2023
Episode summary
The clock is ticking and OWIN23 is getting closer! Starting today until just before the Customer Conference, we will unveil insights and prospects on Sustainable Innovation through this unique...
The Wealth Mosaic
Client Communications & Reporting
Compliance & Regulation
27th February 2023
As an industry, wealth management is pretty resilient. Assets hover around the £1 trillion mark, and pre-tax profits are generally in the region of 23% or 24%, hence a cost-to-income...
blogs
Business Intelligence & Practice Management
Business Strategy & Advisory
24th February 2023
With the completion of the technical migration, the most difficult milestone of the merger has been successfully completed and the foundation for the further development of Hauck Aufhäuser Lampe Privatbank...
blogs
Business Process Management & Outsourcing
Compliance & Regulation
31st January 2023
The operating environment has already changed, in step with clients’ behaviour and demands. Today’s clients expect a seamless customer experience that is fast and intuitive, and hybrid tools to be the standard....
The Wealth Mosaic
Client Engagement & Management
Data Management & Analysis
26th January 2023
Wealth management is experiencing a period of extreme innovation. Wealth managers are carrying on ‘business as usual’ in an environment where client demands are fast-changing, leading to massive asset shifts...
blogs
Client Engagement & Management
Data Management & Analysis
22nd December 2022
Objectway were proud to have recently been part of the Global Wealth Tech summit in the first week of November, bringing wealth management, private banks and asset managers together to discuss the...
blogs
Client Engagement & Management
Digital Platforms & Tools
12th December 2022
Over the past five years, it has become apparent that customer experience has come to the fore. It is much in demand by clients, who expect a Netflix-like experience from...
insight
27th October 2022
Dr. Alexander Cassar, Chief Business Operation Officer of Objectway, highlights the main changes that are shaping the private wealth management ecosystem and all the challenges to be faced in the...
blogs
20th October 2022
Customer experience is king. The perception of its importance has changed dramatically over the past five years with a shift in focus from the back end and compliance to the...
news
12th September 2022
Objectway, a global top 100 banking, wealth and asset management software provider, has announced the appointment of Hassan Suffyan as Managing Director of Objectway for the UK region.
Hassan joins the...
The Wealth Mosaic
18th August 2022
In recent years, the shift to digital-first advisory models has gained momentum, enabling IFAs (Independent Financial Advisers) to conduct more business through investment managers and platforms.
Over the past decade, both...
video interviews
4th August 2022
As part of our WealthTech 2022, Founder of The Wealth Mosaic, Stephen Wall, interviews Dr. Alexander Cassar, Chief Business Development Officer at Objectway. In this session, Dr. Cassar covers the...
news
26th July 2022
A FinTech on Instagram? Why and why now?
It is no news that people’s – whatever age – attitude to money, buying, investing even applying for a job, has changed in...
blogs
21st July 2022
Let’s recall once again what is going on within the wealth management industry.
The unprecedented rate of change experienced had customer expectations evolving at an even faster pace. Considering the demand for digital...
blogs
19th July 2022
Fair enough, the FinTech industry has experienced extreme transformation, navigating the digital age, and the latest introduction of investing apps and super apps, together with the entry of challenger banks...
insight
23rd June 2022
Identify the key changes in wealth management firms’ digital strategies and their impact on client services, based on face-to-face interviews conducted with UK Wealth Management firms.
Click on the image below...
blogs
16th June 2022
The market is experiencing momentous transformation in terms of asset classes and investment opportunities, client socio-demographics and segments, technology-enabled business – and operating models, and much more.
The group of companies...
blogs
Cyber & Network Security
1st June 2022
Back in 2018, Cisco predicted that 94% of business workloads would be cloud-based by 2022. And while we cannot safely say this has effectively happened, we must admit it sounds...
case study
1st June 2022
The Challenge
Our customer wanted to become the platform of choice for UK IFAs. They could offer a complete set of investment services to IFAs, from full SIPPs and complex pension...
blogs
24th May 2022
31 March 2022 was the longstop date for firms to conclude their operational resilience implementation phase and draft a plan for the upcoming three years.
And while now firms have tested...
blogs
12th May 2022
2nd August is approaching. In 4 months the integration of sustainability factors, risks and preferences into certain organisational requirements and operating conditions for investment firms within MIFID II regulation will...
insight
11th May 2022
Without a clear return on investment, success for digital can be defined in many ways.
Compeer data reveals the benefits of digital change across the industry, with a strong correlation between...
blogs
26th April 2022
Outsourcing is now increasingly gaining ground, it appears most of the industry agrees on that and extensively confirm that outsourcing is a valuable strategy for firms to lower operational costs,...
blogs
21st April 2022
When new financial regulations are introduced, financial institutions do not always have sufficient time to be operationally ready ahead of the expected changes. Often details are only clarified by the...
The Wealth Mosaic
Client Communications & Reporting
Technology Strategy & Consulting
6th April 2022
Year in review
What would you highlight as the main technology themes for the wealth management sector in 2021?
The wealth management industry has experienced exponential transformation in recent years. 2020 was...
news
Digital Platforms & Tools
Financial & Retirement Planning
5th April 2022
Objectway, a global top 100 wealth, banking & asset management software provider, have partnered with novobanco enabling the leading Portuguese bank to provide an advanced financial advisory experience through a digital advisory platform, including goal-based investment planning,...
insight
1st April 2022
The scope
Outsourcing is a valuable strategy which allows firms to lower their operational costs, increase flexibility, streamline operations and provides businesses with the ability to focus on their core competencies,...
blogs
31st March 2022
We hear a lot of talking about uncertainty these days. Indeed, as more changes unfold, more uncertainty arises. Fair to say, this everchanging environment inevitably generates distress, anxiety for what...
blogs
Digital Platforms & Tools
Technology Strategy & Consulting
25th March 2022
We’re thrilled to be attending the upcoming Digital Integration in Wealth Management event, back live in London after 2 years!
And we’re exhited to take the stage presenting on “The keys...
blogs
Client Communications & Reporting
Client Engagement & Management
17th March 2022
The generational transaction is already happening, and Gen Z is driving the wealth transformation. Nowadays, Generation Z represents 32% of the population, their life was marked by revolutionary events –...
blogs
Business Process Management & Outsourcing
Digital Platforms & Tools
11th March 2022
Objectway shared a lively and insightful discussion with senior executives of major Wealth Management and Private Banking firms at a recent forum organised in conjunction with Compeer.
During the presentation some...
blogs
Distributed Ledger Technologies & Cryptocurrencies
Financial Markets Research & Analysis
10th March 2022
The last two years have seen remarkable changes happening. However, some few staples remain. The DACH region is one of the largest banking markets in the world. The region is...
news
Business Process Management & Outsourcing
8th March 2022
Outsourcing is a valuable strategy for firms to lower operational costs, streamline operations, innovate and grow.
Our survey aims to outline the recent outsourcing trends and its benefits.
On completion you can...
blogs
Core Banking
Technology Strategy & Consulting
2nd March 2022
Talking in terms of New Normal or Next Normal no longer works. The strategy of tomorrow will have to reckon that the world won’t go back to Normal, eventually. In...
news
Core Banking
Digital Platforms & Tools
28th February 2022
Objectway, a global top 100 wealth, banking & asset management software provider, has been confirmed as a strategic digital partner to Rathbones according to their recently published 2021 annual statement.
Objectway...
blogs
Digital Platforms & Tools
Technology Strategy & Consulting
24th February 2022
There is no denying that the air has changed. The pandemic has taught us that coming back to “what it was” is not the right direction. It has clarified that...
blogs
Compliance & Regulation
Data Management & Analysis
17th February 2022
Despite the hit from the pandemic, there is strong belief in the market that more and more financial instruments will gradually have an ESG connotation or wrapper, which is already...
The Wealth Mosaic
Client Engagement & Management
Digital Platforms & Tools
16th February 2022
Covid-19 has fundamentally changed the wealth management industry, evolving client demands and changing the way to deliver advice and serve clients. For instance, according to Oliver Wyman Global Wealth Management...
blogs
Client Engagement & Management
Client Marketing & Prospecting
10th February 2022
The greatest wave of investment democratisation
Demographics are changing in Wealth Management, and the investment community is becoming more diverse, with younger investors entering the market. Digital access is no longer...
blogs
Core Banking
Digital Platforms & Tools
3rd February 2022
The beginning of a new exciting journey to shape the Future of Banking, together. With this statement, last August we announced to our clients that DIE SOFTWARE had become part...
news
1st February 2022
Karl will lead the Die Software Objectway Group entity as the Group continues its expansion in the German-speaking private banking and wealth management markets, as part of its long-term growth...
blogs
Business Strategy & Advisory
Technology Strategy & Consulting
25th January 2022
The Wealth Management industry was already undergoing an exponential transformation in the previous years. 2021, probably more than any others, was populated by highly potentially reshaping drivers that consolidated the...
blogs
Client Communications & Reporting
Client Engagement & Management
20th January 2022
Banks, it's time to bet big on digital!
In recent years, the need for business to move from physical to digital has been a forefront priority. Innovations conveyed by tech companies...
blogs
Portfolio Build, Analysis & Reporting
Risk Analysis & Management
13th January 2022
In our first article about sustainable investments, we gave an introduction to ESG and highlighted the main points of interest, as well as the technological solutions to be adopted for...
blogs
Business Process Management & Outsourcing
Business Strategy & Advisory
11th January 2022
Given the great returns you have achieved in the last few years, for the most of you, you may ask yourself: why do I need new hope?
Well, as always, in...
blogs
Digital Platforms & Tools
24th December 2021
2021 has been the year of transition and adaptation to extraordinary circumstances. Still, we have not yet reached the finish line of this journey as Covid-19 waves keep challenging the...
blogs
Digital Platforms & Tools
16th December 2021
When in early 2020, we were hit by the Covid pandemic, we started wondering about how this would affect our business and how we could cope with such a disruption.
Many...
blogs
Business Process Management & Outsourcing
Digital Platforms & Tools
14th December 2021
This summer we put our conversation on hold; we discussed a lot about the back-then latest new normal and had the chance to walk you all through our journey towards...
blogs
Compliance & Regulation
Risk Analysis & Management
10th December 2021
As all in the industry are aware, the Bank of England, FCA and Federal Reserve Board have been discussing recommendations for operational resilience since 2019: it’s clear that the latest...
blogs
Client Engagement & Management
Cyber & Network Security
9th December 2021
I believe Objectway is a software company, thus belonging to the IT industry, which always has its own challenges and 2021 was no exception. Technology vendors, however, can never be...
blogs
Compliance & Regulation
Data Management & Analysis
7th December 2021
There are several authoritative articles presenting the innovations introduced by Open Banking and PSD2 and describing the push to openness brought about by these initiatives.
In this post, stimulated by the...
blogs
Client Engagement & Management
25th November 2021
Last week, the Portfolio Managment Association of Canada held their National Conference. This year’s slogan was “Rebooting and Rebuilding. A Path Forward”. This yearly conference is one of the must-attend event in the...
blogs
Digital Platforms & Tools
Portfolio & Wealth Management Systems
23rd November 2021
These were some of the key themes discussed by Objectway with board members of over 40 Wealth Management and Private Banking firms via a series of face-to-face meetings at the...
blogs
Digital Platforms & Tools
Technology Implementation & Management
12th November 2021
Objectway shared a lively and insightful discussion with CEOs of major Wealth Management firms at a recent dinner organised in conjunction with PAM. All the participants agreed that digital change...
blogs
Business Strategy & Advisory
Digital Platforms & Tools
10th November 2021
The ability to continually support increased volumes of business without disproportionately adding headcount or other overheads is a true measure of scalability, and a key goal for Operations and IT...
The Wealth Mosaic
Compliance & Regulation
Financial Markets Research & Analysis
8th November 2021
How are ESG issues impacting the wealth management sector today? What has been achieved so far, what are the opportunities and threats, and what is still to be done?
In 2020,...
blogs
Client Engagement & Management
Portfolio & Wealth Management Systems
4th November 2021
Wealth and asset managers are facing new challenges: greater uncertainty, peers with competitive offerings, new technologies, constant changing customer demands and higher level of personalised preferences, but also regulations, legal...
blogs
Client Engagement & Management
Client Marketing & Prospecting
28th October 2021
Years have passed since the Millennial generation brought the ticket for the financial industry, and now that they are well blended and no longer considered a new entry in the...
blogs
Client Engagement & Management
Client Onboarding & Identity Verification
25th October 2021
Client Onboarding, we all know that, is one of the most important stages in the client lifecycle, representing the very first touchpoint between wealth managers and their future clients.
As such,...
blogs
Business Strategy & Advisory
Compliance & Regulation
21st October 2021
31ST MARCH 2022
Operational Resilience’s first deadline is approaching fast. By that date, the UK financial sector and all the firms designated by the authorities must have concluded their implementation phase and drafted a...
blogs
Client Engagement & Management
Technology Strategy & Consulting
19th October 2021
Digital change in itself is not the magic bullet that will explode into a ready-made future-proof solution for all your business worries.
However, as Objectway discussed recently with industry CEOs, it...
blogs
Business Process Management & Outsourcing
Business Strategy & Advisory
15th October 2021
Innovating together: What is happening in wealth & asset management
The AM Tech Day held in Paris and organised by AGEFI, leading media group for the financial community in France, was...
blogs
Client Engagement & Management
Digital Platforms & Tools
12th October 2021
The Goodacre Securities Industry Conference was the “cannot miss” appointment for the UK Securities industry to discuss around the priorities for Wealth Management firms over the coming 12 months. Digitising wealth...
blogs
Client Engagement & Management
Technology Evaluation & Selection
7th October 2021
Today we are all living in a deeply digitalised era, experiencing a massive amount of connected products and services every day. From websites to mobile apps, from wearables to smart...
blogs
Digital Platforms & Tools
Investment Platforms & Tools
29th September 2021
Recent research conducted by Objectway with senior wealth managers shows that digital services play a critical role in enabling them to achieve their business objectives of growth and scale. Indeed 7/10 firms believe their current...
blogs
Client Engagement & Management
Technology Strategy & Consulting
3rd September 2021
Reading our previous article, you well know by now that digital transformation is currently at the forefront of the wealth industry digital agenda as wealth managers approach the rest of...
blogs
Client Engagement & Management
Digital Platforms & Tools
26th August 2021
In January we shed a light on what we expected to be the trends shaping the Wealth Management industry in 2021. A lot has been said on digital transformation and...
blogs
Business Strategy & Advisory
Digital Platforms & Tools
24th August 2021
Banking and Wealth Management have always been – and still are – crucial pillars of the whole of the financial services industry, evolving hand in hand with international economic growth...
blogs
Client Communications & Reporting
Client Engagement & Management
19th August 2021
In the last few years, the client has increasingly grown far more front and centre of the private banking and wealth management sector, and one of the primary concerns is...
blogs
Core Banking
17th August 2021
The announcement that Die Software is now part of our Group grabbed the headlines. We’re conscious of the relevance of such operation and of the opportunities that this agreement brings. Being a...
news
Core Banking
10th August 2021
Milan, 10th August 2021 – Objectway, Global Top 100 fintech leader in the Digital Wealth and Asset Management software, announced today the acquisition of Die Software Peter Fitzon GmbH (DSW), a primary...
blogs
Business Strategy & Advisory
Client Engagement & Management
2nd August 2021
Whether you’ve read about it or heard about it, it is no news that ESG-oriented investing and strategies have recently experienced a meteoric rise.
During the past five years, the investment decisions...
blogs
Client Engagement & Management
Client Marketing & Prospecting
29th July 2021
As we already seen on our previous articles, a great customer experience, showing a holistic view of the brand with great empathy towards clients, is a key driving factor of a...
blogs
Client Onboarding & Identity Verification
Compliance & Regulation
27th July 2021
When we talk about Open Finance, we are talking about something that is much bigger than just software implementation. An “Open” approach doesn’t just mean a different way to build...
blogs
Client Engagement & Management
Digital Platforms & Tools
22nd July 2021
Discussed in an exclusive C-level roundtable recently hosted by Objectway and Compeer, UK wealth management firms highlighted their priorities for the digital agenda in the next normal.
Wealth managers firmly believe...
blogs
Business Process Management & Outsourcing
Digital Platforms & Tools
20th July 2021
In the previous article we introduced Robotic Process Automation (RPA) illustrating the first activities to perform to robotise a business process.
Let’s now focus on the components allowing the robot to...
blogs
Digital Platforms & Tools
Technology Strategy & Consulting
12th July 2021
There has been a 7 to 10 fold increase in digital engagement in wealth management business during the pandemic and this is set to continue into the next normal. Clients...
blogs
Digital Platforms & Tools
Technology Strategy & Consulting
5th July 2021
In Europe we are finally turning the page to a new post-pandemic chapter, the Wealth Management Industry has a reason for cautious optimism.
Gartner reports say that 2020 stands as the most difficult...
blogs
Business Strategy & Advisory
Compliance & Regulation
1st July 2021
The inaugural meeting of The Senior Leaders ESG Forum was hosted by Objectway and Compeer and brought together a group of leading Wealth Management firms to discuss the opportunities and...
blogs
Digital Platforms & Tools
Software Development & Management
15th June 2021
Global organisations know that integrations can be complex, costly and time-consuming.
Whereas integration is about facilitating interaction between two machines or systems over a network, API acts as an interface between two applications, ensuring they can interact with each other...
blogs
Data Management & Analysis
Digital Platforms & Tools
20th May 2021
Nowadays, most companies are proving to extensively engage in end-to-end digital transformation solutions, which means they are applying digital transformation to all phases of a given business process.
With the Covid...
blogs
Business Process Management & Outsourcing
Digital (Robo) Investing
13th May 2021
In the last decades, the growth of digitalisation of banks’ and insurance companies’ information systems has led to an increase in the number of those business processes consisting in potential...
