Wealth management stories - Page 3

Backbase wins the 2025 Datos Impact Award for its AI-driven platform revolutionising wealth management with faster onboarding and personalised digital advice.

Russia, the US and Brazil top the Executive Crypto Threat Index as the riskiest countries for wealthy cryptocurrency holders in 2025, while Japan and Singapore are safest.

Salesforce and Anthropic have deepened their AI partnership to deliver secure, industry-specific tools for finance, healthcare, and other regulated sectors.

Azul has launched the TAP program to boost innovation and collaboration within the Java ecosystem, offering partners technical support and access to broader markets.

MongoDB has expanded AI search tools to on-premises users and launched AMP platform to speed legacy system modernisation with AI-powered automation.

SS&C will acquire Calastone for £766 million, expanding its global fund technology network and boosting services in wealth and asset management.

Backbase appoints Adrian McPhee as CTO to spearhead its AI-powered banking platform, accelerating global digital transformation in the financial sector.

KX and NVIDIA have launched the AI Banker Agent, an AI system designed to enhance real-time decision-making and client service in global trading markets.

One in five UK firms hamper digital transformation by prioritising short-term gains, delaying tech investments, and feeling pressure for quick ROI, says Crosstide.

Griffin has launched its MCP Server, enabling AI agents to open accounts, make payments and analyse transactions within banking systems securely.

Salesforce launches Agentforce for Financial Services, offering AI agents to automate tasks and boost personalised client engagement in banks and insurers.

Bravura Solutions boosts Midwinter team with senior hires and promotions to fuel growth in financial planning technology across Australia and beyond.

MUSE has unveiled a digital investment platform for luxury assets, enabling investors to trade items like rare handbags and fine wines as investment-grade assets.

As women increasingly shape financial landscapes, fintech firms have a crucial opportunity to design tailored solutions that meet their unique needs and aspirations.

SharedAffairs has launched a digital estate planning platform in the UK, aimed at simplifying the documentation of assets and final wishes during a £1 trillion wealth transition.

NTT DATA's latest report reveals that 58% of banks globally are fully adopting generative AI, marking a crucial shift towards its integration in banking operations.

UBS has launched its first Global Entrepreneur Report, revealing that 62% of entrepreneurs see AI as their greatest business opportunity amidst economic uncertainties.

Bravura Solutions has appointed Aaron Knowles as Global Head of Product Management and Rob Jessurun as Business Development Director to aid global expansion.

Sidekick has launched its Venture Capital Trust product, responding to rising demand for tax-efficient investment options amid economic uncertainty.

Lawfront has selected NetDocuments as its document management system across four UK law firms, enhancing productivity for 800 lawyers across 28 offices.