FinTech Archives - Page 57 of 270

4 AI Trends to Watch in Wealth Management in 2025

December 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.

FinTech

Moneyhub teams up with Marygold & Co UK to innovate wealth management

December 24, 2024

These include customisable reminders, automated savings nudges, special savings pools, and hidden “piggy bank” options.

FinTech

AI ignited a private market boom. Now wealthy investors want more

December 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.

FinTech

Pulse360 and Holistiplan Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations

December 23, 2024

Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience

FinTech

ERI awarded “Outstanding Wealth Management Technology Provider – Back Office” at the Private Banking and Wealth Management DACH Awards 2024.

December 20, 2024

The 9th Annual Private Banking and Wealth Management Conference & Awards 2024 culminated in an enchanting evening of celebration, held in the heart of Europe’s financial sector.

FinTech

How tax processing is slowing down German banks

December 19, 2024

Tax processing in particular is a challenge for financial companies, as the legal framework varies greatly from country to country.

FinTech

Why firms are opting for a hybrid strategy when integrating AI

December 19, 2024

Wealth managers seem to be embracing the hybrid structure for now which is leaving more time for firms to focus on the client relationship.

FinTech

Sygnum Singapore and Moomoo Singapore partner to offer crypto fund on trading platform

December 18, 2024

Moomoo Singapore is Sygnum Singapore’s first distribution partner for an asset management product.

FinTech

Broadridge Collaboration with CCRI Expands ClearFi Platform, Adding Crypto Sustainability Data

December 18, 2024

Comprehensive solution for clients required to disclose sustainability metrics and generate whitepapers as per EU MiCA regulation

FinTech

10 key stories on AI and wealth management in 2024

December 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.