Tag: workflow automation

Key US WealthTech investment stats in Q3 2026: US WealthTech funding hit five-quarter high in Q3 after capital invested doubled YoY Average deal value...

Regulatory reporting is becoming a major testing ground for artificial intelligence, but financial institutions are struggling to move beyond experimentation. New research from Regnology, a...

Key European WealthTech investment stats in Q2 2026: European WealthTech deal activity dropped 21% YoY in Q2 UK retained its position as the main...

Patra, an insurance industry operating partner running one of the sector's largest production-grade agentic AI platforms, has introduced managed services designed to take over...

Key views on Impact of automation and AI across asset management functions: Acuity Analytics surveyed around 80 senior asset management representatives across the Americas,...

Banks are rapidly adopting AI, but most are still struggling to prove what the technology is actually delivering to the bottom line. Research from nCino’s...

Key views on AI productivity impact by function across FIs and FinTechs: The Cambridge Centre for Alternative Finance surveyed 203 FinTechs and 149 traditional...

Client onboarding remains one of the most friction-heavy stages in the compliance lifecycle, and abandoned or error-ridden applications carry a real cost for regulated...

Key views on Adoption of AI and Gen AI in asset management: Acuity Analytics surveyed 80 senior asset management representatives across the Americas, Europe...

Compliance teams drowning in one-by-one administrative clicks have been handed a reprieve, as KYCP rolls out a bulk notification management capability in version 2.1.6...