Tag: fincite
Why AI has ended banks’ knowledge edge in wealth management
The debate around AI in wealth management usually revolves around tools, automation and efficiency. But according to fincite co-founder and CEO Friedhelm Schmitt, this...
HNW clients demand more: reporting’s automation reckoning
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,...
What will define the WealthTech sector’s success in H2 2026?
It has been an unpredictable year and it looks like that trend will continue for the rest of the year. As firms enter the...
What were the big WealthTech trends in H1 2026?
The first six months of 2026 were unpredictable, with major developments that have heavily impacted global markets. With the dynamic landscape, what were the...
Why AI could strip banks of their last advantage
For decades, banks built their wealth management business on knowing more than their clients. According to fincite, that advantage has already slipped away, and...
Why private banks are ditching fragmented advisory tools
Which software do leading private banks rely on for investment advisory? According to WealthTech firm fincite, the honest answer is not one product but...
Why slow onboarding is costing private banks clients
Onboarding is the first impression a new client forms of their private bank, yet according to fincite, it is often the weakest link in...
Why private banks are ditching fragmented advisory tools
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...
How wealth managers are tackling data fragmentation
Data fragmentation continues to be a significant challenge faced by the wealth management sector. While many are looking to improve their infrastructure and move...
Are wealth managers finally embracing digital assets?
Despite their rising popularity, particularly with younger generations, digital assets still lack widespread adoption by traditional wealth management firms. However, as regulators continue to...
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