Wealth management stories - Page 3
Banks tap 'financial media networks' for ad revenues
Fri, 9th Jan 2026
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fintech
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martech
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personalisation
Banks are turning apps and accounts into ad space, with SAS tipping media networks to lift non-interest income by up to 30% within two years.
Snowflake and Anthropic sign USD $200m AI agents deal
Mon, 5th Jan 2026
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data analytics
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digital transformation
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martech
Snowflake and Anthropic deepen their Claude tie-up with a USD $200m deal to power regulated, enterprise-ready AI agents worldwide.
TCS unveils BaNCS AI Compass for global financial firms
Sat, 20th Dec 2025
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digital transformation
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fintech
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cx
TCS launches BaNCS AI Compass, adding explainable AI agents to help global banks automate operations while tightening governance controls.
Snowflake, Anthropic expand USD $200m Claude AI deal
Fri, 12th Dec 2025
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saas
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data protection
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data analytics
Snowflake and Anthropic deepen Claude tie-up with a USD $200m deal to push compliant AI agents across Snowflake's global data cloud.
AI delivers returns for wealth managers, FNZ study finds
Mon, 8th Dec 2025
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digital transformation
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fintech
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risk & compliance
AI has gone mainstream in wealth management, with most firms reporting positive returns and faster payoffs from early adoption, FNZ study shows.
Backbase wins award for AI-driven wealth management platform
Tue, 4th Nov 2025
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crm
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digital transformation
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fintech
Backbase wins the 2025 Datos Impact Award for its AI-driven platform revolutionising wealth management with faster onboarding and personalised digital advice.
TradingFront unveils AI tools to boost adviser precision & growth
Fri, 17th Oct 2025
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fintech
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ai
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etfs
TradingFront has launched AI tools to help financial advisers enhance portfolio management, client engagement, and business growth in wealth management.
Russia, US & Brazil pose highest risks for wealthy crypto holders
Fri, 17th Oct 2025
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crypto
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defi
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bitcoin
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 & Anthropic deepen AI partnership for finance & health
Wed, 15th Oct 2025
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martech
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rpa
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cdp
Salesforce and Anthropic have deepened their AI partnership to deliver secure, industry-specific tools for finance, healthcare, and other regulated sectors.
Azul launches TAP program to boost innovation in Java ecosystem
Wed, 24th Sep 2025
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virtualisation
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devops
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supply chain
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 expands AI tools & launches AMP to speed modernisation
Wed, 17th Sep 2025
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hybrid cloud
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digital transformation
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fintech
MongoDB has expanded AI search tools to on-premises users and launched AMP platform to speed legacy system modernisation with AI-powered automation.
Backbase names Adrian McPhee CTO to lead global AI banking push
Fri, 27th Jun 2025
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data analytics
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digital transformation
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fintech
Backbase appoints Adrian McPhee as CTO to spearhead its AI-powered banking platform, accelerating global digital transformation in the financial sector.
Quinn raises $11 million to boost AI-powered wealth advice
Thu, 26th Jun 2025
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paas
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fintech
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martech
Quinn, a New York fintech, secured $11m to launch AI-driven platform offering personalised wealth advice for financial institutions at scale.
KX & NVIDIA launch AI Banker Agent to boost global trading
Thu, 12th Jun 2025
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data analytics
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rpa
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risk & compliance
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.
Salesforce launches Agentforce AI agents for financial services
Thu, 22nd May 2025
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digital transformation
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fintech
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cx
Salesforce launches Agentforce for Financial Services, offering AI agents to automate tasks and boost personalised client engagement in banks and insurers.
IWD 2025: The next billion users - Why Women will shape the future of Fintech
Fri, 7th Mar 2025
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fintech
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cx
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martech
As women increasingly shape financial landscapes, fintech firms have a crucial opportunity to design tailored solutions that meet their unique needs and aspirations.
NTT DATA report reveals rise in AI adoption in banking
Wed, 5th Mar 2025
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data protection
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genai
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ai
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 report: entrepreneurs eye AI for industry growth
Thu, 6th Feb 2025
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digital transformation
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ai
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cybersecurity
UBS has launched its first Global Entrepreneur Report, revealing that 62% of entrepreneurs see AI as their greatest business opportunity amidst economic uncertainties.