Tag: fincite

How to pitch AI as mission-critical for wealth management during budget...

As we get to the end of the year, many companies across the wealth management sector are beginning to build their budget plans for...

As wealth firms explore the potential of Agentic AI, can they...

Agentic AI has captured the minds of many in the wealth management sector. With its ability to replicate human interactions, there are various natural...

How fincite cios transforms client asset management

Wealth management has become increasingly complex for advisors who often juggle up to a dozen different software systems at once. This fragmented setup creates...

9 best trading tools for wealth management in 2025

Firms across the wealth and asset management sector continue to digitise their operations. A core area to update is digital trading tools.  

How important will self-service investment tools be in the future of...

The investing world has changed dramatically over the past couple of decades. What was once reserved for the wealthy has now become available to everyone thanks to the proliferation of WealthTech and digital investing tools.

What trends will lead WealthTech for the rest of 2025?

FinTech Global recently spoke to leaders in the WealthTech space to highlight the WealthTech trends that will shape the last few months of 2025. 

10 Best Wealth Data & Analytics Solutions 2025

Why Data Matters More Than Ever Data is invaluable to wealth management. Data is a powerful resource that when used effectively can help a firm...

What were the big WealthTech trends in H1 2025?

FinTech Global recently spoke to leaders in the WealthTech space to highlight the WealthTech trends that stood out in the first half of 2025.  Some...

Digital tools unlock value in wealth compliance

A fresh wave of financial regulation is reshaping how banks, asset managers and real estate advisors operate, driven by the introduction of CRR III...

Are neobanks a rising competitor to wealth management? 

The global neobanking market was valued at $143.2bn in 2024 and is expected to reach $3.4trn by 2032, according to Fortune Business Insights. While this will bring more competition for the digital banking sector, wealth management could also be impacted.

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