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WealthTech Weekly: November 11, 2022

- Capital Bank Group pushes the limits in digital onboarding.

- FNZ completes the acquisition of DIAMOS.

- FiComm Partners and FMG launch a digital marketing program for advisors.

- StratCap Advisory is merging with Fintrust Advisors into Upwisery.

- MeDirect Bank gives a new round of its commission-free investment campaign.

Let’s go though the details.


Big names, new names

Jordan’s Capital Bank Group is set to create the first solution for fully digital investor onboarding in the country. The institution has tapped Digibanc platform by Codebase Technologies’ to power up the endeavor.

Capital Bank Group is a critical player in Jordan’s finance market. As it has joined forces with one of the most furiously growing open banking providers, the resulting solution has all the chances to get to the top of the local Fintech sector. 

Read more here

FNZ’s acquisition of DIAMOS has landed successfully. Having announced the move in September, FNZ started the acquisition to expand its pool of experts in wealth management technology, fund administration in particular.

Another investment in best-in-class technology, this move will give FNZ a competitive edge in the 15 international markets where the company provides investment platforms.

Read more here.

Next read: Acquire Like a Pro. Tips and Top Fintech Acquisition Cases
→ Learn what's in

FiComm Partners and FMG will launch Advisor Marketing Bootcamp—a training program in digital marketing for financial advisors. The program will allow them to make the most out of cutting-edge marketing tools FMG’s platform provides. 

With a massive demand for mastering digital marketing among advisors, the program will help them keep pace with innovations. Seems like the market has taken too much speed for the target users.

Read more here

Indian investment banking StratCap Advisory is merging with a rapidly developing family office advisory Fintrust Advisors to form Upwisery, a full-spectrum advisory and financial services firm. 

The founders expect the SME sector in India to continue its growth despite the negative outlooks for this type of business globally.

Read more here

Malta’s first digital bank MeDirect Bank throws a re-launch of its "Buy Commission-Free" campaign. The added functionality will allow clients not only to buy securities commission-free but also to submit orders valid for up to half a year.

The campaign is part of the bank’s ambitious plans to become a leading international Wealthtech and Wealth SuperApp provider.

Read more here.

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Svietoslava Myloradovych avatar
Svietoslava Myloradovych
Content fairy. Verbing around the brightest moments in Fintech for INSART.
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