Tag: IntellectAI

Governance, risk and compliance (GRC) has shifted from being a back-office operation to a pressing boardroom priority for UK firms. With the UK's Financial Conduct...

Digital disruption is rapidly reshaping the wealth management landscape, forcing firms to rethink how they deliver services and build long-term client trust.

Many use the terms custodian and depository interchangeably, but in practice they serve distinct roles. The depository holds legal ownership of assets, while custodians...

The world of wealth management is undergoing a profound shift, one that mirrors the evolving expectations of modern investors. Just a few years ago, clients...

Across Europe, wealth advisers are grappling with mounting pressures. Governance demands are stricter than ever, compliance costs continue to rise, and clients expect greater...

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

Artificial intelligence is no longer a futuristic concept in wealth management—it is rapidly transforming how relationship managers (RMs) and advisors work, engage with clients,...

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...

Intellect Design Arena, a global leader in enterprise-grade financial technology solutions, has launched its IntellectAI Purple Fabric platform in the US market. The move...

In a fast-evolving insurance landscape, traditional manual methods for policy comparison are increasingly inadequate.