How personalized communication is reshaping the advisor-client relationship
In an increasingly competitive market, Vincent Lévesque, vice-president, head of products at Croesus, believes personalized video communications help to give firms an edge over...
fincite’s 4 AI use cases easing the burden on advisers
WealthTech firm fincite says artificial intelligence could support up to 70% of advisory tasks by 2030 and is positioning its CIOS platform as the...
eToro launches AI-powered app store for investors
eToro, a social trading and investing platform, has announced the launch of the eToro App Store, an AI-enabled marketplace where investors and developers can...
SimCorp launches agentic AI ecosystem for investors
SimCorp, a global investment management software provider, has announced Agent Launchpad, a new agentic AI ecosystem designed to help investment managers discover and deploy...
Goldwise launches to shake up precious metals investing
Goldwise, a UK FinTech founded by former Royal Mint executives, has launched a mobile trading platform designed to give savers and investors a simpler...
AI adoption in financial services accelerates globally
Nearly half of consumers worldwide are now turning to artificial intelligence to inform their savings and investment choices, according to EY, a professional services...
M-Files launches three industry-specific document solutions
Document management specialist M-Files has unveiled three new industry-specific applications: M-Files for Tax Advisory, M-Files for Quality, and M-Files for Contracts. This marks a...
How Delta Parquet is cutting data costs by 99.7%
Financial services firms are increasingly turning to Delta Parquet, an open-source, column-oriented file format designed to dramatically reduce the cost and time associated with...
Astor raises $5m seed to democratise investment advice
Astor, an SEC-registered AI-native investment advisory platform, has closed a $5m seed funding round to expand access to personalised financial guidance for everyday American...
Forte Bank taps CSI to upgrade digital banking
Forte Bank has chosen CSI, a provider of end-to-end financial software and technology, as its new core banking partner.
The bank will deploy CSI's NuPoint®...
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