01/09/2025
A complex context in which it is crucial to identify partners capable not only of offering cutting-edge technological solutions with the evolution of the market, but also a targeted consultancy approach.
01/08/2025
Endowus experienced record-breaking growth in 2024, driven by increased demand for digital wealth platforms, passive investing, and alternative assets such as private credit and equity.
01/03/2025
Lumen leverages advanced AI technologies to enhance internal knowledge sharing, streamline research processes, and seamlessly integrate internal and external resources.
12/27/2024
But often, these AI initiatives are in their infancy, either undergoing early-stage testing for broader deployment or limited in scope—such as AI chatbots designed to handle and route customer questions.
12/24/2024
These include customisable reminders, automated savings nudges, special savings pools, and hidden “piggy bank” options.
12/23/2024
Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience
12/23/2024
The rise of AI has sparked a constellation of startups promising to provide the data, infrastructure, chips, energy, and models to support the technology.
12/17/2024
By the end of 2024, seemingly every financial technology company offered some sort of AI functionality, whether anyone on the user side asked for it or not.