Wealth and Asset Management

  • Eigen Tech + Goldman Sachs + Unqork: Unlock Document Data Using NLP Systems & No-Code

    Eigen Tech + Goldman Sachs + Unqork: Unlock Document Data Using NLP Systems & No-Code

    A recent webinar featuring thought leaders from Eigen Technologies, Goldman Sachs, and Unqork about the power of Natural Language Processing in financial solutions.

    Read Article
  • Reinventing Wealth Management for Mass Affluent Customers

    Reinventing Wealth Management for Mass Affluent Customers

    No-code can help wealth management firms tap into an often-overlooked demographic: the mass affluent.

    Read Article
  • See how no-code is accelerating digitization trends for wealth management firms.

    Watch Now
  • An Unqork Platform Overview

    An Unqork Platform Overview

    Design, integrate, manage, and monitor your applications—all without writing a single line of code.

    Read Flipbook
  • How Wealth Management Firms Should Prepare for the Great Wealth Transfer

    How Wealth Management Firms Should Prepare for the Great Wealth Transfer

    No-code can help wealth management firms keep up with the evolving digital needs of the younger demographic.

    Read Article
  • Solution Brief: Sponsor Onboarding for Wealth Management

    Solution Brief: Sponsor Onboarding for Wealth Management

    Efficiently grow your business with a fully digitized advisor onboarding solution.

    Read Flipbook
  • See how you can build applications 3x faster than traditional approaches.

    Request a Demo
  • eBook: Transforming Wealth Management With No-Code

    eBook: Transforming Wealth Management With No-Code

    In this eBook, we’ll explore how today’s WM leaders are using no-code to supercharge their digital transformation and deliver benefits to clients, advisors, and the bottom line.

    Read Flipbook
  • Demo: Institutional Client Onboarding8:50

    Demo: Institutional Client Onboarding

    In this demo of Unqork's Institutional Client Onboarding solution, we show how easy it is to oversee and administer onboarding workflows across the front-office, operations, and legal functions.

    Watch Video
  • Infographic: The Unqork Impact

    Infographic: The Unqork Impact

    Leading organizations from various industries are accelerating their digital transformation efforts using Unqork, the first enterprise no-code platform.

    Read Article
  • eBook: No-Code and Workforce Resilience

    eBook: No-Code and Workforce Resilience

    In this eBook, we will explore how no-code in general, and Unqork’s Workforce Resilience & Risk Management solution in particular, empowers organizations to reopen worksites safely and efficiently.

    Read Flipbook
  • Webinar: How Financial Services Benefits from a Fintech Ecosystem42:19

    Webinar: How Financial Services Benefits from a Fintech Ecosystem

    Christian Barrera (Unqork's VP of Partnerships) and Lowell Putnam (Plaid's Head of Partnerships) explore how organizations can use Unqork and Plaid to rapidly build robust fintech applications.

    Watch Video
  • Solution Brief: Wealth Management Account Opening

    Solution Brief: Wealth Management Account Opening

    Dramatically improve customer wealth management experience with seamless, self-service account opening.

    Read Flipbook
  • Industry Brief: Unqork for Financial Services

    Industry Brief: Unqork for Financial Services

    Read Flipbook
  • Solution Brief: Wealth Management Account Servicing

    Solution Brief: Wealth Management Account Servicing

    Read Flipbook
  • Webinar: Trends in Digitization for WAM Firms53:08

    Webinar: Trends in Digitization for WAM Firms

    In this webinar, Unqork’s Head of Wealth and Asset Management Sumit Malhotra and Managing Principal at Capco Phil Kerkel explore current industry trends towards digitization.

    Watch Video
  • Explaining No-Code to the CFO

    Explaining No-Code to the CFO

    CFOs are looking for software that drives innovation and breaks barriers without breaking the bank. No-code platforms are the ideal solution.

    Read Article
  • Webinar: Codat x Unqork Streamlining Small Business Lending through Digital Transformation41:14

    Webinar: Codat x Unqork Streamlining Small Business Lending through Digital Transformation

    Watch Video
  • Solution Brief: Wealth Management Account Opening

    Solution Brief: Wealth Management Account Opening

    Read Flipbook
  • Webinar: Digitization of Client Lifecycle Through No-Code Platforms58:27

    Webinar: Digitization of Client Lifecycle Through No-Code Platforms

    Learn how no-code platforms are helping firms overcome challenges with legacy systems and long latencies to enter the new era of wealth management through digitizing their client lifecycle experience.

    Watch Video
  • Solution Brief: Wealth Management Solutions Marketplace

    Solution Brief: Wealth Management Solutions Marketplace

    Dramatically improve first customer experience with seamless, self-service account opening.

    Read Flipbook
  • Webinar: Gary's Demo for Enterprise Architects49:11

    Webinar: Gary's Demo for Enterprise Architects

    Join Unqork's Founder and CEO, Gary Hoberman, for a demo of Unqork specifically prepared for Enterprise Architects.

    Watch Video
  • loading
    Loading More...