Temenos Acquires additiv to Expand AI-Powered Wealth Management Capabilities
As wealth managers and banks race to modernise client experiences, the ability to orchestrate complex financial journeys across multiple platforms…
Tag: Wealth Management
From Saving to Investing: How Banks Can Help Gen Z Build Long-Term Wealth Through Technology
Gen Z is entering adulthood during a period of economic uncertainty, rising living costs, and rapid digital transformation. Unlike previous…
Ant Group Expands Brokerage Services with Stock Trading Inside AlipayHK
Hong Kong’s retail investing landscape is rapidly shifting toward app-based financial platforms, and Ant Group is positioning itself to capture…
Citi Introduces “Sky” AI Avatar to Transform Wealth Management Engagement
Citigroup is stepping deeper into the world of agentic artificial intelligence with the launch of a new digital assistant designed…
CaixaBank Debuts GlobalView for Multi-Custodian Wealth Management Analysis
Wealth management is increasingly becoming a multi-platform experience, with high-net-worth individuals often holding investments across several banks, custodians and digital…
How Betterment Helped Pioneer Robo-Advisory Wealth Management
Digital wealth management has become one of the fastest-growing segments of financial technology, transforming how individuals invest and manage their…
Metro Bank and Equals Money Launch FX Forwards Service for Corporate Clients
Currency volatility remains a major challenge for companies engaged in international trade, prompting banks to expand access to hedging tools…
GCash and Microsoft Launch Pera Coach: The Philippines’ First AI Financial Advisor Embedded in an E-Wallet
GCash is deepening its push into AI-driven financial services with the launch of Pera Coach, a generative AI financial assistant…