Tag: automation

Key global WealthTech investment stats in H1 2026: Global WealthTech deal activity grew 21% YoY US companies secured over half of all deals in...

Key views on AI use case adoption across traditional FIs and FinTechs: The Cambridge Centre for Alternative Finance surveyed 203 FinTechs and 149 traditional...

Key global FinTech investment stats in Q2 2026: Global FinTech deal activity increased 8% YoY US companies retained their top spot in the global...

Key US WealthTech investment stats in Q2 2026: US WealthTech investment halved YoY in Q2 2026 Deals over $100m dropped by 65% as investors...

Artificial intelligence is taking on a growing role in tax due diligence, but according to a recent report from TAINA Technology, the next challenge...

Plaid, a financial technology company that enables consumers to securely connect their financial accounts with apps and services, and Sierra, an AI agent platform...

Financial institutions have largely solved the problem of spotting regulatory change. What they have not solved is what happens next, and that gap is...

Key views on Adoption of AI and Gen AI in asset management: Acuity Analytics surveyed 80 senior asset management representatives across the Americas, Europe...

Investment reporting is the most frequent touchpoint between a private bank and its high-net-worth clients, yet many institutions still treat it as an afterthought,...

Key global WealthTech investment stats in Q2 2026: Global WealthTech deal activity dropped 10% YoY in Q2 US extended dominance as the leader in...