Author: Wealth Intelligence

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Posted on March 3, 2025
In Press Releases

London, 3rd March 2025 – Contemi Solutions, a leading provider of financial technology solutions, is pleased to announce the appointment of Ceri Smith as Sales & Account Director for Wealth Intelligence in the UK. With a distinguished career in financial services spanning three decades, Ceri brings a wealth of experience in the Private Wealth and Private Banking sectors. For the past 20 years, he has been dedicated to helping wealth managers and...

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Posted on August 13, 2024
In Press Releases

London, August 13, 2024 – Wealth Intelligence (WIN), a leading provider of innovative and award-winning wealth management solutions, is thrilled to announce a strategic partnership with Graphene Investor Services, a pioneer in delivering futuristic technology infrastructure and solutions for wealth managers. This collaboration aims to address key challenges in the wealth industry and enhance the capabilities of wealth advisers across the UK and Europe (EMEA). The wealth management industry faces increasing...

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Posted on June 21, 2024
In Press Releases

Date: 21st June 2024 | London, UK - We are thrilled to announce that Contemi Solutions has been honoured with the Best Corporate Actions Software Solution award and our Solutions Director, Mr. Amrik Sanghera, was recognised as the Best Business Development Specialist at the prestigious Systems in the City Awards hosted by Goodacre, a leading specialist business and technology consultancy in the UK. The award ceremony took place on 20th...

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Posted on February 20, 2024
In Videos

[vc_row full_screen_section_height="no"][vc_column][vc_video link="https://youtu.be/yqjO1Xk4tGE"][vc_column_text]As the vibrant hues of red and gold adorn homes and streets, and the lively sounds of celebration echo in the air, we find ourselves at the threshold of the auspicious Year of the Dragon. 2023 has been a testament to the resilience and determination that propels humanity forward. In the face of uncertainties, we have not only weathered storms but also emerged stronger and more united. As we step...

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Posted on July 1, 2022
In Press Releases

Date: 1st July 2022 | Friday – Contemi Solutions, a leading digital solutions provider to asset and wealth managers, insurers, banks, and brokers, announced that its Corporate Actions Solution was recognized winner, for the third time, at Goodacre Systems in the City FinTech Awards held in London yesterday. Last year Contemi launched a next-generation version of its multi-award-winning Corporate Actions Processing platform. The new version is designed to significantly improve straight-through processing...

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Posted on June 22, 2022
In Press Releases

Monday – Contemi Solutions, a leading digital solutions provider to asset and wealth managers, insurers, banks, and brokers, won two of this year’s WealthBriefing Asia Awards. Contemi’s data extraction and aggregation tool was awarded in the best ‘family office solution’ category. Contemi’s Chief Executive Officer Alexander Krefft was recognized as the WealthTech industry's top CEO. He received this honour in the Individual & Leadership WealthTech Category – Regional Management Team/CEO which...

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Posted on December 11, 2021
In Articles

Over 4 million corporate actions are processed per year, growing by 12% per year on average. Corporate Actions: they are integral, essential, and increasingly a bar to growth. The risks and costs associated with manual corporate actions discussed previously, illustrate the need for firms to revisit their corporate action processing to ensure it is appropriate for the current – and future - environment. We have seen significant capital investment recently; driven by regulation such...

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Posted on November 24, 2021
In Videos

Our Executive Director and Global Head of Operations, Kean Williams shares his thoughts on Generation X and Boomers expectations around positive digital customer experience from their wealth managers. During his presentation, Kean talks about the expectations vs reality and what wealth managers need to do to meet the expectations of multigenerational clientele. https://vimeo.com/656880568   If you have any questions, email us at info@contemi.com ...

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