Founders

The global neobanking market was valued at $143.2bn in 2024 and is expected to reach $3.4trn by 2032, according to Fortune Business Insights. While this will bring more competition for the digital banking sector, wealth management could also be impacted.

With culture, pace and processes changing across all walks of life, the pressure is on for financial institutions as consumers are now demanding seamless,...

While the wealth management sector is embracing technology to transform their operations, are there still some major issues that are waiting to be addressed? 

A first impression is arguably one of the most important. This can shape how someone perceives another person and can be difficult to change. However, these first impressions are equally important for a new customer of a wealth manager.

WealthTech has transformed the modern world of investing. No longer is wealth management locked off to the wealthy. Tools are now available that can support investors at whatever life stage they are in and build portfolios that can support their financial situation and plan for the future.

Data is a critical part of wealth management and investors are fully aware of this, but should they be more empowered to take control...

As financial crime siphons off $1.6tn annually from the global economy, according to the United Nations Office on Drugs and Crime, integrated compliance solutions...

From its headquarters in Switzerland and operations across the globe, IMTF is redefining how financial institutions combat financial crime—leveraging a hybrid AI approach that...

Managing producers has long been a pain point for the insurance industry, causing fragmented systems, regulatory complexity, and endless paperwork. Agentero’s latest innovation, Producerflow,...

Where the insurance industry once stumbled under its own weight, Agentero is carving a more effective path forward. The California-based InsurTech firm, founded by...