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GBST revamps practice management system to 'enhance adviser efficiencies'

GBST has upgraded its Salesforce-based WealthConnect practice management system to “enhance adviser efficiencies and client outcome”. WealthConnect provides complete client lifecycle management, including initial prospecting and onboarding. ....

United Kingdom , David Simpson , Global Business Solutions Technology , Salesforce Based Wealthconnect , Guidance Boundary Review , Pierce Wittke , Money Marketing , Global Business Solutions ,

Exclusive: GBST buys Salesforce-based CRM system WealthConnect

GBST has purchased digital Salesforce-based customer relationship management (CRM) solution WealthConnect. ....

United Kingdom , United Arab Emirates , Robert Dedominicis , Global Business Solutions Technology , Global Business Solutions ,

The Morning Briefing: Political ping pong and LTA axing: yay or nay?

Good morning and welcome to your Morning Briefing for Thursday 16 March, 2023. To get this in your inbox every morning click here. Political ping pong Canada Life has berated the government and the opposition for playing “political ping pong” with the pensions system. In his Spring Budget yesterday (15 March), ....

United Kingdom , Natalie Bell , Jackie Leiper , Jeremy Hunt , Global Business Solutions Technology , Clean Energy , Credit Suisse , Verve Group , Morning Briefing , Spring Budget , General Election , Money Marketing Interactive Leeds , Social Shifts , Smart Cities , Sky News , Financial Times , Global Business Solutions ,

GBST revamps wealth platform, unveils corporate rebrand

Tomorrow, GBST will launch its enhanced SaaS Composer wealth management administration platform and refreshed brand to support a new strategic direction. ....

United Kingdom , Isabel Sanchez , Robert Dedominicis , Global Banking Systems Technology , Global Business Solutions Technology , Macquarie Bank , Saas Composer , Global Banking Systems , Financial Standard , Anchorage Capital Partners , Pension Platforms , Generation Life , Qantas Super ,

GBST rebrands as it launches revamped wealth platform

Global wealthtech firm GBST has rebranded to bring it in line with the organisation's “new strategic direction”. ....

Isabel Sanchez , Rob Dedominicis , Global Business Solutions Technology , Global Business Solutions , Money Marketing , Anchorage Capital Partners , Global Banking Securities , Global Business Solutions Technology , New South Wales , Markets Authority , Competition Appeal ,