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Tag: wealth management firms

Up Close and Personal: How Wealth Management Digitalization Can Enhance the Human Touch

In the digital age one size fits nobody. Banks and wealth managers must heed this truism because investors’ demand for personalization and advanced digital...

MAS’ AML/CFT Inspections Put Wealth Management Firms on Notice – Fintech Singapore

The Monetary Authority of Singapore (MAS) has been conducting inspections of financial institutions (FIs) active in the wealth management space to ensure that they...

Getting started with audit automation

The era of automation has brought about a revolution in various industries, and the audit sector is no exception. The integration of Artificial Intelligence...

Four Business Benefits of Generative AI in Wealth Management

The potential risks and rewards of GPTs (Generative Pre-trained Transformers) such as OpenAI's GPT-4 in financial services have been much debated. Yet regardless of...

Will AI end the business for wealth management companies? Reasons For And Against

The question of whether Artificial Intelligence (AI) will replace traditional wealth management companies is one that has been debated for some time. On the...

Revolut Unveils Roboadvisor in the U.S. – Finovate

Revolut is launching a roboadvisor in the U.S. The new capability will complement Revolut’s other wealth management options, including savings and stock trading....

Independent Reserve plans Hong Kong office

Australian cryptocurrency exchange Independent Reserve is one of Singapore’s eleven Major Payment Institutions, a licensed firm that is permitted to offer digital payment token...

JPMorgan Chase Embraces ChatGPT-Inspired AI for Investment Advisory – BitcoinWorld

According to reports, JPMorgan Chase is making significant strides towards AI-driven financial services by developing an artificial intelligence software service that...

Temenos Adds New Advisory Features to Its Digital Wealth Solution

Banking software company Temenos has added several new investment advisory features to its Digital Wealth solution, enabling banks and wealth management firms growth their...

How fintechs are gaining a competitive advantage with AI-powered personalization-at-scale

Personalization-at-scale is a key strategy for fintechs to deliver hyper-relevant products and services to meet customer demands. Learn how top companies leverage AI-enabled...

Bricking it – the truth about Consumer Duty and wealth management (Matt Lonsdale)

In the middle of the great financial crisis I remember listening to Bill Mott, one of the leading fund managers at the time, discussing...

How financial firms can become leaders in digital transformation

More than half of financial services executives in a new study from Broadridge Financial Solutions agree that digital transformation is currently the most...

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