Tag: automation

Custody operations have quietly but decisively moved to the centre of global financial market infrastructure. What was once considered a stable, back-office function is...

As Europe begins 2026, the wealth management sector is facing a decisive moment. Persistent market volatility, intensifying regulatory scrutiny and rapidly rising expectations around digital sophistication are reshaping how asset managers operate.

The rapid digitalisation of wealth management has given rise to portals, dashboards, and data-rich workflows, yet much of the industry still remains hamstrung by...

After years of rising expectations around machine learning and AI, the past year represented a decisive shift for financial crime teams. Rather than emerging...

A wealth advisor reviewing a client’s portfolio might now be alerted to a significant liquidity event timed around their child’s graduation. This is the kind...

Nevis, an AI platform for wealth management, has emerged from stealth with fresh backing as it looks to overhaul how financial advisors work. The company,...

Financial crime continues to evolve, yet many due diligence processes have failed to keep pace. Despite financial institutions investing billions into compliance, only an...

As AI becomes more deeply integrated into compliance and governance systems, financial institutions are grappling with a critical question: which tasks are too valuable...

AI’s role in regulatory change management has evolved from a conceptual ambition to a practical necessity, but the real measure of success lies in...

TEAM IM, a long-standing content management specialist based in the USA, has been an M-Files Solution Partner for eight years. The company’s journey with M-Files...