SIFMA - BetaNXT - Activity & Updates

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About

Technology/Software & Services

Cloud Computing

Business Process Management, Outsourcing Services

Clearing & Settlement

Post-Trade Processing, Reconciliation

6 More

Wealth Management Solutions

Investment Management, Trust Services

Contacts

73 Contacts

Year Founded

2022

Headquarters

55 Broadway, Floor 8, New York, NY 10006-3008, USA

Activity

Showing 12 records

C B

18 days ago

added feature content

The Inaugural BetaNXT Data Modernization Benchmarking Survey to a list, which is part of the listing

BetaNXT

T L

21 days ago

added feature content

The Ongoing Push Toward Data-Ready Content for End Users to a list, which is part of the listing

BetaNXT

K T

a Director Operations

1 month ago

followed

BetaNXT

K T

a Director Operations

1 month ago

edited the listing overview for

BetaNXT

K T

a Director Operations

1 month ago

added featured research survey

The Inaugural BetaNXT Data Modernization Benchmarking Survey

Tracking investment and wealth management decision-makers’ views and progress on data modernization.

As Firms Tackle Legacy ‘Data Chaos’ and Pursue AI Adoption, Industry Pioneers Demonstrate the Value of Focusing on Fundamentals, Talent Strategy and External Partners

K T

a Director Operations

4 months ago

added featured press release

BetaNXT Announces Next Phase of DataXChange Platform for Wealth Firms After Successful Pilot with Early Adopter Clients

Built on the Snowflake AI Data Cloud, DataXChange Accelerates Data Modernization and Maximizes Operational Efficiency with a Single Source of Near Real-Time Data.

K T

a Director Operations

5 months ago

added featured article

From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella

BetaNXT CEO Bob Santella speaks with Craig Iskowitz on the WealthTech Today podcast about the most impactful industry trends of 2024 and our new product, DataXChange.

K T

a Director Operations

5 months ago

added featured article

Preparing for the Paradigm Shift in Data Management

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.

K T

a Director Operations

5 months ago

added featured article

The Ongoing Push Toward Data-Ready Content for End Users

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.

K T

a Director Operations

5 months ago

added featured whitepaper

Modernizing Corporate Actions Processing: Enhancing Efficiency and Accuracy

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.

A M

9 months ago

followed

BetaNXT

BetaNXT

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C B

T L

K T

K T

K T

The Inaugural BetaNXT Data Modernization Benchmarking Survey

K T

BetaNXT Announces Next Phase of DataXChange Platform for Wealth Firms After Successful Pilot with Early Adopter Clients

K T

From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella

K T

Preparing for the Paradigm Shift in Data Management

K T

The Ongoing Push Toward Data-Ready Content for End Users

K T

Modernizing Corporate Actions Processing: Enhancing Efficiency and Accuracy

A M

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About

Activity

All Users

All Activity

Most Recent

C B

T L

K T

K T

K T

The Inaugural BetaNXT Data Modernization Benchmarking Survey

K T

BetaNXT Announces Next Phase of DataXChange Platform for Wealth Firms After Successful Pilot with Early Adopter Clients

K T

From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella

K T

Preparing for the Paradigm Shift in Data Management

K T

The Ongoing Push Toward Data-Ready Content for End Users

K T

Modernizing Corporate Actions Processing: Enhancing Efficiency and Accuracy

A M

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