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About
2022
55 Broadway, Floor 8, New York, NY 10006-3008, USA
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Product Created
23 days ago
Kerri T. , Director, Marketing Sales Enablement at BetaNXT, product created View Products
New Press Release Created
2 months ago
Kerri T. , Director, Marketing Sales Enablement at BetaNXT, created a new press release BetaNXT Announces Next Phase of DataXChange Platform for Wealth Firms After Successful Pilot with Early Adopter Clients
New Article Created
2 months ago
Kerri T. , Director, Marketing Sales Enablement at BetaNXT, created a new article From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella
New Article Created
2 months ago
Kerri T. , Director, Marketing Sales Enablement at BetaNXT, created a new article Preparing for the Paradigm Shift in Data Management
Preparing for the Paradigm Shift in Data Management
BetaNXT -
In 2025, the industry will advance toward a foundation based on trusted, connected data.
Data can offer wealth management organizations extremely useful insights that can improve their operations, and most importantly, create a more meaningful and personalized experience for clients. Historically, data management has been a big problem across the industry — preventing wealth managers and their clients from reaping the benefits of “connected data,” whereby a firm’s platforms and systems “speak” to one another by exchanging data and provide the coherent, near-real-time answers and next steps (from that data) which clients need. In recent years, wealth management firms have been trying to fix the industry’s outdated technological infrastructure — and we expect them to continue making strides in this area in 2025.
New Article Created
2 months ago
Kerri T. , Director, Marketing Sales Enablement at BetaNXT, created a new article The Ongoing Push Toward Data-Ready Content for End Users
The Ongoing Push Toward Data-Ready Content for End Users
BetaNXT -
Jonathan Reeve, shares his vantage point as Head of Product Strategy and Development at BetaNXT, on the ongoing digital transformation across financial services has been driving several key trends, which will likely shape FinTech innovation and implementation in 2025.
New Whitepaper Created
3 months ago
Kerri T. , Director, Marketing Sales Enablement at BetaNXT, created a new whitepaper, Modernizing Corporate Actions Processing: Enhancing Efficiency and Accuracy
Modernizing Corporate Actions Processing: Enhancing Efficiency and Accuracy
BetaNXT -
The corporate actions lifecycle is time-consuming, prone to errors, and costly. Despite the widespread adoption of digital technology throughout the wealth management industry, the processing of mandatory and voluntary corporate actions has remained stubbornly manual. This manual approach leads to inefficiencies, increased business risks, and poor user experiences.
The white paper examines the problems with today’s corporate actions lifecycle, who is most affected, and the challenges they experience. It explores the drivers for change and advancements in systems connectivity that herald genuine, end-to-end automation of corporate actions processing.
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