UBS sees spike in digital engagement. Could it be the new normal?

The firm may have crammed five years worth of user adoption into a single month.

Unsubscribe View in browser FINANCIAL PLANNING 1. UBS sees spike in digital engagement. Could it be the new normal? By Andrew Welsch 2 min read The firm may have crammed five years worth of user adoption into a single month. Read More → SPONSOR CONTENT More tech solutions. More third-party integrations. More flexibility. Integration Xchange can let you customize a technology platform to your unique needs with more than 175 third-party integrations, APIs, data feeds, portfolio management solutions, and more—all in one place. LEARN MORE NOW → LEARN MORE NOW FINANCIAL PLANNING 2. How to apply for the Visionary Leader Awards By Chelsea Emery 1 min read Find more information and the nomination form for Financial Planning's recognition of people, leaders and firms that have demonstrated innovation in response to the coronavirus pandemic. Read More → FINANCIAL PLANNING 3. Bringing incumbents up to speed in a digital age By Tobias Salinger Large wealth managers have shifted their tech focus dramatically to keep up with client expectations and industry disruption, Capco Partner Bryant Fuller says in an episode of Financial Planning’s Invest Podcast. Read More → HOT MIC Can wealthtech bring focus and stability to legacy businesses? Q: How much pressure are firms under when it comes to updating technology? A: “Overall I think the firms are pulled in many directions, whether it’s fee compression, whether it’s compliance and regulatory, whether it’s competitive pressures. At the same time, they know their clients’ expectations are changing for technology, and so they are trying to balance all of these elements.” Get the whole conversation → Raising Capital Paytronix raises $10M to boost restaurant digital ordering tools during pandemic By Kate Fitzgerald 1 min read Paytronix, whose technology enables mobile payments and ordering at restaurants, has received $10 million in funding to help support increased demand for its services through the pandemic. Read More → ABOUT INVEST INVEST is the home of the wealthtech community and the digital leaders in wealth management. Since its inception, we've united more than 5,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. Join us at our next event.... Learn More → Unsubscribe | About | Contact | Privacy Arizent One State Street Plaza 27th Floor, New York, NY 10004 ©2020 Arizent. All rights reserved.