FinTech

2696 articles found

FinTech

Citi is hoping AI agents will supercharge wealth advisors — but there's still a memory issue standing in the way

Citi is betting big on AI in its wealth unit, including unveiling a new AI-powered advisor. The bank's head of wealth technology said that agents are still limited by their memory, though. AI tools will eventually, he predicts, help sustain more continuous relationships with clients. Citi recently added a high-profile new wealth advisor to its […]
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FinTech

Temenos Named a Leader in Digital Banking Engagement Platforms

Temenos has announced it has been named a Leader in the Forrester Wave™: Digital Banking Engagement Platforms, Q2 2026.   The report, which scored vendors against 30 criteria relating to both their current offering and strategy, stated:   “Temenos offers robust out-of-the-box (OOTB) solutions, including superior channel support with native apps, video and co-browsing functionality, […]
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FinTech

Hiscox bolsters HNW digital trading with new portal

Hiscox has revealed that a full‑cycle digital portal for its high net worth home insurance proposition is now live.    The Hiscox 606 broker portal aims to provide start‑to‑finish self‑service functionality, including quotes, new business, mid‑term adjustments and renewals, according to the insurer.    Hiscox claims it is one of the few insurers offering HNW […]
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FinTech

Wealth.com raises $65m

AI-powered wealth management platform Wealth.com has raised $65 million in an oversubscribed Series B funding round joined by Google Ventures and Citi Ventures.   Titanium Ventures, Pruven Capital, The K Fund, Dynasty Financial Partners, Charles Schwab, 53 Stations, Anthos Capital and Alumni Ventures also participated in the round.   Wealth.com has built a central intelligence […]
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FinTech

Moonfare climbs into AI

Moonfare has announced the launch of a new AI-focused early and growth stage strategy designed to provide diversified exposure to artificial intelligence and transformative innovation.   The strategy will do this through a curated portfolio of leading growth managers, complemented by direct investments into category-leading technology companies.   The strategy is built around a core […]
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FinTech

iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts

iCapital1 and Envestnet have announced an expanded strategic partnership that further enables access to iCapital's alternative investments capabilities within Envestnet's Unified Managed Account (UMA) platform.   Advisors can now access iCapital's technology platform through Envestnet and utilize UMAs to incorporate alternatives and structured investments alongside traditional public market holdings within a single account structure.    […]
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FinTech

TIFIN Revamps AI Platform for Wealth Managers

While known to date as a startup incubator, artificial intelligence developer, and AI consultancy to the wealth management industry, TIFIN has announced TIFIN.AI, an enterprise platform designed for wealth managers and product providers, featuring an agent library intended to streamline workflows across operations, investments and growth.   The development firm originally announced its generative AI […]
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FinTech

Temenos Community Unites in Copenhagen to Lead Banking Forward

Temenos has announced that over a thousand global banking leaders, technologists and practitioners will come together in Copenhagen, Denmark, for the Temenos Community Forum (TCF), taking place May 5-7.   Bringing the Temenos community together under a shared ambition to lead banking forward, the event will provide a forum to discuss the key market trends […]
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FinTech

Bybit Private Wealth Management Reports Strong Fund Performance Amid Market Consolidation

Bybit, the world’s second-largest cryptocurrency exchange by trading volume, has released the latest Private Wealth Management  newsletter for March 2026, highlighting steady performance and strategic positioning during a period of market consolidation.   As March concluded, the cryptocurrency market entered what Bybit described as a phase of healthy consolidation following earlier gains.    Persistent inflation […]
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FinTech

Standard Chartered brings crypto into private banking

Standard Chartered plans to extend its digital asset offering to affluent clients this year, a move that adds a new dimension to the bank's push to deepen its wealth management business in South Korea and broader Asia.   Samir Subberwal, Standard Chartered Bank's global head of wealth solutions, retail products and data and analytics, said […]
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FinTech

Is the AI boom bursting wealth management’s bubble?

AI is creeping into almost every industry, and wealth management is no exception. But what can it really do when it comes to advising UHNW clients? Some firms are already experimenting, but its practical impact is still up for debate.    Spear’s spoke to three experienced wealth advisers, putting several large language models (including Chat […]
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FinTech

Crypto Finance, AMINA, and Incore Bank Complete Second-Phase Payment Infrastructure Pilot on Google Cloud Universal Ledger for Instant Account-to-Account Transfers

Pilot partners showcase next-generation payment infrastructure with instant settlement, allowing for netting and reducing costs as the network scales   Google Cloud Universal Ledger validation lays the foundation for expanded complex cross-border and multi-currency transactions   The pilot runs fully within existing anti-money laundering (AML) frameworks, keeping commercial bank money secure throughout the process  Crypto Finance, AMINA Bank AG and Incore Bank have completed […]
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