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What will WealthTech look like in 2030?

What will WealthTech look like in 2030?

Since the start of this decade, wealth management has transformed dramatically. Technology is evolving at such a rapid pace that the sector could look...
From pilot to scale: insurance’s IoT challenge

From pilot to scale: insurance’s IoT challenge

Insurance firms have spent the past several years experimenting with and piloting Internet of Things (IoT) technology to see how the technology could improve...
Who is responsible when the AI adviser gets it wrong?

Who is responsible when the AI adviser gets it wrong?

With the growing adoption and capabilities of agentic AI, many wealth managers are looking to the technology as a way to grow their customers...
Personalization has become table stakes, so what's next?

Personalisation has become table stakes, so what’s next?

Personalisation has been a major trend in wealth management for many years to the point it is now seen an expectation, rather than as...
Private markets: The next frontier of democratisation?

Private markets: The next frontier of democratisation?

WealthTech has helped provide greater access to the world of investing, enabling retail investors to build their own portfolios. However, now the public market...
Trump Accounts: Can they create a new generation of investors?

Trump Accounts: Can they create a new generation of investors?

The US government launched the new Trump Accounts initiative, aimed at helping build long-term financial security for children, but will the accounts deliver on...
Closing insurance’s emerging risk blind spot

Closing insurance’s emerging risk blind spot

Insurance firms have always had to look to the future and prepare for potential outcomes. However, amid growing instability, that task has become much...
Where is generative AI creating value in insurance today?

Where is generative AI creating value in insurance today?

The potential of generative AI has caused a widespread race across the insurance sector. Firms are undergoing various pilots and tests to see where...
Does regulatory reporting need a rethink?

Does regulatory reporting need a rethink?

Regulatory reporting is a core pillar of compliance within financial institutions, but costs and complexity continue to rise, creating a host of challenges. The Bank...
Beyond AI pilots: How ForwardLane is helping financial firms scale agentic AI

Beyond AI pilots: How ForwardLane is helping financial firms scale agentic AI

An MIT report found that 95% of generative AI pilots never make it into production. ForwardLane, with eight years of production deployment at some...

News Stories

KYCP’s COT 2.1.7 targets friction in client onboarding

KYCP’s COT 2.1.7 targets friction in client onboarding

Client onboarding remains one of the most stubborn pain points in financial services, where unclear instructions, messy document collection and cluttered data views can...
AI financing fears trigger equity rotation, EXANTE finds

AI financing fears trigger equity rotation, EXANTE finds

Strong corporate earnings are no longer enough to move markets, according to EXANTE’s October equity review. The investment firm describes a growing disconnect between...
fincite brings AI and tokenisation debate to Swiss banking

fincite brings AI and tokenisation debate to Swiss banking

What will AI and WealthTech actually leave behind for Swiss banks? According to fincite, that was the central question drawing more than 150 decision-makers...
PremFina and boom team up on premium finance

PremFina and boom team up on premium finance

PremFina, a UK-based premium finance provider, has entered a long-term strategic partnership with boom, the digital insurance brand run by Abacai Technologies Limited, to...
Amdocs moves into InsurTech with $340m EIS acquisition

Amdocs moves into InsurTech with $340m EIS acquisition

Amdocs, a provider of mission-critical systems for communications firms, has agreed to buy EIS, a San Francisco-based InsurTech platform provider, for roughly $340m in...

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