Tag: Yohan Lobo

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

The wealth management industry is undergoing a seismic shift, driven by the rapid adoption of AI and automation technologies. These tools are not only enhancing...

As insurers face growing pressure to meet rising customer expectations, the rush to adopt generative AI (GenAI) tools is putting accuracy at risk, according to M-Files.

Client relationship management (CRM) has always been the cornerstone of success in wealth management, driving personalised support and client retention.