Tag: fincite

The first six months of 2026 were unpredictable, with major developments that have heavily impacted global markets. With the dynamic landscape, what were the...

For decades, banks built their wealth management business on knowing more than their clients. According to fincite, that advantage has already slipped away, and...

Which software do leading private banks rely on for investment advisory? According to WealthTech firm fincite, the honest answer is not one product but...

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...