Leveraging AI in the ultra-high net worth and family office segment
There is a delicate balance to be found between leveraging technology and maintaining a high-touch, personalised service.
FinTech
2618 articles found
Gateway Financial Partners Establishes Partnership with Wealth.com
Gateway advisors gain access to innovative, next-generation estate-planning tools and resources
AMINA Bank Unveils Zero-Fee Web3 Startup Package to Empower Innovators
This initiative underscores our commitment to empowering the next generation of innovators in the Web3 space and the wider startup ecosystem.
Fear of missing out drives GenAI race in wealth management
Wealth managers have been exploring new use cases, eager to pioneer the launch of new solutions, aware that this technology is set to transform their business models and affect their value proposition.
Cybercriminals use sensitive data to extort money from wealthy companies — tech firm
The cybersecurity provider also found other posts by hackers revealing their schemes to defame workers by stealing data that could be used as “leverage” if companies refuse to pay.
Upvest and Deutsche Bank establish partnership
In order to improve its product offering, Upvest is teaming up with Deutsche Bank.
ABN AMRO and nCino Partnership Driving Digital Transformation across Corporate Lending
By implementing nCino, ABN AMRO is unlocking added business value through enhanced collateral management
Why wealth management needs a high-touch, high-tech approach
Wealth management advisory needs refreshed approaches to unlock the new value and perspectives necessary.
Valverde Enhances Investment Management Technology with Broadridge to Drive Growth in ASEAN Equity
Tech update advances Valverde’s tailored investment strategy capabilities amid ASEAN investment growth
FusionIQ and interVal partner to boost financial advisors' growth
US-based fintech FusionIQ has partnered with wealthtech provider interVal to expand technology solutions for financial advisors.
Towards the widespread adoption of explainable AI in Banking
Many view Explainable AI (XAI) as a critical component in making AI work in heavily-regulated industries like banking and finance.
Revolutionizing wealth management: Is hybrid advisory the future?
The hybrid advisory model marries the personal touch of human advisors with the efficiency of digital tools