Tag: fincite
Who is responsible when the AI adviser gets it wrong?
With the growing adoption and capabilities of agentic AI, many wealth managers are looking to the technology as a way to grow their customers...
DACH banks must rethink platforms as AI and rules collide
Banks across Germany, Austria and Switzerland that are replacing their wealth management platforms face a difficult balancing act. According to fincite, the DACH region...
Wealth management’s AI rush: Are firms getting it right?
Innovation has been dominated by AI over the past few years. Firms have rushed to embrace the technology, experimenting with pilots and moving beyond...
What banks need to know before the EUDI Wallet deadline
The foundations of digital identity across European banking are being rebuilt, and fincite has set out what regulated financial institutions need to know before...
Why data centre location won’t save wealth managers’ sovereignty
Digital sovereignty in wealth management is not decided by where a data centre sits, but by who retains control over data, technology and advisory...
Why German private banks are rethinking WealthTech vendor selection
Choosing a WealthTech platform ranks among the most consequential decisions a private bank can make, according to fincite, shaping how advisors work, how compliance...
Why wealthy clients’ hidden assets are banks’ biggest blind spot
Few wealthy clients keep their fortune with a single bank. Assets are typically spread across several custodians, multiple bank accounts, property and alternative investments....
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...
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