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The Importance of a Modernised Custodial Process
The Importance of a Modernised Custodial Process

Finextra

time03-06-2025

  • Business
  • Finextra

The Importance of a Modernised Custodial Process

Connor Coughlin, Chief Commercial Officer, Apex Fintech Solutions in his FintextraTV interview at the Communify Fincentric Experience 2025 gave his insights into an often overlooked and misunderstood element of payments: custody and clearing. Often, Coughlin says, many of our issues can come from a clunky, outdated custodial process, something that can be solved with evolving technologies and a more considered mindset.

The Unique Needs of Both The Novice & High Net-Worth Investor
The Unique Needs of Both The Novice & High Net-Worth Investor

Finextra

time22-05-2025

  • Business
  • Finextra

The Unique Needs of Both The Novice & High Net-Worth Investor

Kasey Gaines, Founder, Psalm Capital in his FinextraTV interview at the Communify Fincentric 2025 Experience gave his unique insights on two quite different investor types. Explaining both the heavy-lifting advisory needs of Hight Net-Worth investors and the importance of risk tolerance assessments for the more novice ones, his advice in both situations emphasises the importance of the financial advisor.

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