Citi just dropped Citi Sky, an AI wealth assistant. Everyone expected more of the same incremental AI updates. This, however, might be different.
Revolut's UK wealth offering just received a significant regulatory upgrade from the FCA, a move that signals a new era for its investment services.
Revolut is leveling up its financial offerings, snagging crucial regulatory approval to bolster its trading business. The move signals a serious play in the wealth management arena, hinting at private banking services for high-net-worth individuals.
Iress is betting big on modernization, enlisting global consultancy Thoughtworks to inject AI capabilities into its core wealth platforms. The ambitious plan aims for client-facing improvements by the second half of 2026.
Financial institutions have long prioritized trading platforms and data analytics. But a seismic shift is underway, recognizing that how advisors communicate with clients could be wealth management's next frontier for growth.
Citi's betting big on AI for its wealth management. But is this move a genuine leap forward for financial advice, or just another splash of corporate jargon?
Tech Mahindra just swallowed Avant Techno Solutions, a move that scrambles the deck in the payments modernization and wealth management tech space. This isn't just about adding headcount; it's about architecting a more strong future for financial services.
With $5 billion flowing into private markets, HB Wealth is ditching manual workflows for Arch's automation. It's a clear signal that sophisticated wealth managers are prioritizing efficiency to unlock client value.
Picture this: Goldman Sachs, once mocked for its consumer banking flop, now quietly funnels everyday depositors into gold-plated wealth services. Consumer banking's roaring back—smarter, stickier, and worlds away from 2019's digital dreams.
Picture this: a 25-year-old data beast that consolidates accounts for platforms handling $378 billion in assets. Now Pello's taking the reins, turbocharging it for AI-driven finance.