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Check6 Wealth Blog

How to improve the customer experience in your wealth management firm: an omnichannel approach.

Posted by Hella de Jong on Aug 26, 2020 4:15:00 PM

When you read or hear the word ‘omnichannel’ you might be thinking it has something to do with an omnivore and in a way it does. 'Omnichannel' is an approach or strategy that companies use to improve their customer experience.

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Topics: "wealth management", innovation, data management, wealth advisors, wealth reports, Trends

Brexit Looming: find out your true exposure

Posted by Marnix Rosendaal on Nov 19, 2019 3:30:00 PM

Last month the EU extended Brexit for a third time. The new ‘deadline’ is 31 January 2020.

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Topics: innovation, Platform Technology, Check6, transparency, Risk managent, Brexit

Check6 news: Welcome, Maté Tóth, a new full-stack developer joins us

Posted by Shaina Laughlin on Aug 28, 2019 11:34:15 AM

Meet Máté Tóth, a new full-stack developer who joined the team in June 2019.

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Topics: innovation, Check6 corporate culture, software engineering, software development, FinTech, Check6

Check6 New Team member Alert: Eliza Dragan, Front End Developer!

Posted by Shaina Laughlin on Aug 21, 2019 2:45:00 PM

This month, Check6 has a few new hires! Meet Eliza Dragan, originally from Romania, she joins as one of our front-end developers. 

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Topics: innovation, software engineering, front-end development, UX/ UI, FinTech, Check6

Why Screen Scraping Financial Data is a Bad Idea

Posted by Johan Pieter Verwey on Aug 20, 2019 8:50:00 AM

If you don't know what screen scraping is, then let me quickly explain what it means and how you may be relying on old technology for your most important financial data.

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Topics: innovation, single family offices, FinTech, data security, direct data feeds with banks, data feeds, screen scraping

Check6 Named to ‘The UK Wealth Technology Landscape Report’ by The Wealth Mosaic

Posted by Check6 on Jul 25, 2019 4:53:52 PM

Check6 has been named to the first annual UK Wealth Technology Landscape Report conducted by The Wealth Mosaic in the UK, which names and examines the most compelling technology solution providers serving the needs of the UK wealth management sector.

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Topics: innovation, single family offices, wealth advisors, FinTech, Online Wealth View, Detailed Look-Through, interactive wealth management tools, insightful financial reporting, banking platforms, direct data feeds with banks, direct data feeds

the Check6 Business Intelligence Tool: interactive digital wealth management

Posted by Perry van Wesel on Jan 31, 2019 3:45:00 PM

The beginning of 2019 has been a busy one at Check6 as we launch updates to our Business Intelligence Tool beta version. The B.I. Tool enables interactive functions to apply multiple filters to specific information for focussed analysis and strategic insights. The video for this blog post is based on test data set and is not associated with any client or third party.

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Topics: "wealth management", "wealth management reporting", innovation, data analysis, single family offices, multi-family offices, platform architecture, FinTech, Online Wealth View, Detailed Look-Through, interactive wealth management tools

Takeaways from MoneyLIVE: Private Banking & Wealth Management 2018

Posted by Shaina Laughlin on Nov 29, 2018 12:01:51 PM

On November 12th, We were one of the sponsors of the MoneyLIVE: Private Banking & Wealth Management event at One Whitehall Place in London. It was held at this beautiful venue in the Reading and Writing Room, where the walls were lined with historic decor, overlooking the River Thames and the London Eye. 

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Topics: "wealth management", "wealth management reporting", innovation, data management, data analysis, Check6 Customer Support

Understanding financial reports: the most important measures impacting your wealth

Posted by Sebastian Verkuilen on Nov 1, 2018 3:50:00 PM

When I first saw an investment report 15 years ago, I admit to being frightened.

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Topics: "wealth management", "wealth management reporting", innovation, data management, data analysis

Introducing the team behind Check6: Ruben Trustfull

Posted by Shaina Laughlin on Oct 30, 2018 4:10:00 PM
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Topics: innovation, Check6 corporate culture, software development, UX/ UI, data visualisation

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