Tag: fincite

Onboarding is the first impression a new client forms of their private bank, yet according to fincite, it is often the weakest link in...

The question of which software leading private banks rely on for investment advisory has no single-product answer, according to WealthTech firm fincite. Instead, a distinct...

Data fragmentation continues to be a significant challenge faced by the wealth management sector. While many are looking to improve their infrastructure and move...

Despite their rising popularity, particularly with younger generations, digital assets still lack widespread adoption by traditional wealth management firms. However, as regulators continue to...

Digital assets have moved well beyond their speculative origins to become a recognised component of mainstream financial markets, according to the WealthTech Radar 2026,...

Private banking chief information officers are sitting on an uncomfortable truth: if your core platform was built five to seven years ago, you are...

WealthTech firm fincite says artificial intelligence could support up to 70% of advisory tasks by 2030 and is positioning its CIOS platform as the...

Despite widespread recognition of artificial intelligence as the defining technology of our era, the wealth management sector remains caught in a frustrating paradox: ambition...

Artificial intelligence is no longer a distant ambition for the wealth management industry — it is rapidly becoming a practical necessity. According to WealthTech platform...

Digital WealthTech platforms have helped make it easy for everyone to get access to their finances. Whether it is a banking app that allows...