Tag: personalisation

The rating engine, long the preserve of actuaries, is becoming a strategic tool for a much wider group of insurance teams. Marketing, innovation and...

Wealth advisors are not being replaced by artificial intelligence, but their role is being fundamentally rewritten, according to new research from LSEG Data &...

Health insurers are investing heavily in wellness programmes to improve member engagement and prevention outcomes, but many still struggle to deliver truly personalised experiences,...

Meniga, the hyper-personalised banking platform serving over 100 million banking customers worldwide, has unveiled Fini, a financial intelligence layer designed to underpin any bank's...

In an increasingly competitive market, Vincent Lévesque, vice-president, head of products at Croesus, believes personalized video communications help to give firms an edge over...

Retail brokers and exchanges face a familiar problem: attracting new traders is expensive, while keeping them engaged is harder still. With high acquisition costs and a steep learning curve for first-time traders, onboarding has become a make-or-break moment for trading platforms seeking sustainable growth.

AI in wealth management is entering a phase where being “smart” is no longer enough. Users have grown used to systems that can calculate,...

Wealth management is undergoing one of the most profound shifts in its history, driven by rapid advances in data analytics, automation and artificial intelligence. As...

Personalised investing is quickly becoming an essential component of modern investment services, but how can firms find the perfect version?

Technology integration is proving to be one of the greatest challenges for wealth management firms, especially larger players that often find it difficult to...