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Wealth management Stories - Page 17

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Wealth management stories

Salesforce launches Agentforce AI agents for financial services
Digital Transformation

Salesforce launches Agentforce AI agents for financial services

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

By Shannon Williams • 5 min read • Thu, 22nd May 2025
Bravura boosts Midwinter team as assets reach AUD $9 trillion
ASX

Bravura boosts Midwinter team as assets reach AUD $9 trillion

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

By Melvin Hipolito • 2 min read • Thu, 22nd May 2025
Revolut reports record profits in Australia & globally for 2024
Crypto

Revolut reports record profits in Australia & globally for 2024

Revolut reported record 2024 results with AUD $4.4m net profit in Australia and USD $1.0bn globally, driven by surging customers and revenues.

By Sean Mitchell • 4 min read • Fri, 2nd May 2025
Eva Zhuang becomes first female Partner at Boman Group
Drones

Eva Zhuang becomes first female Partner at Boman Group

Boman Group has appointed Eva Zhuang as a Partner, making her the first woman in the role, as the firm prepares to launch new funds in 2024.

By Melvin Hipolito • 2 min read • Fri, 14th Mar 2025
MUSE unveils luxury asset investment platform with USD$150m
Data Analytics

MUSE unveils luxury asset investment platform with USD$150m

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.

By Catherine Knowles • 3 min read • Wed, 12th Mar 2025
IWD 2025: The next billion users - Why Women will shape the future of Fintech
Fintech

IWD 2025: The next billion users - Why Women will shape the future of Fintech

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

By Ceridwen Choo • 4 min read • Fri, 7th Mar 2025
NTT DATA report reveals rise in AI adoption in banking
Data Protection

NTT DATA report reveals rise in AI adoption in banking

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.

By Shannon Williams • 3 min read • Wed, 5th Mar 2025
UBS report: entrepreneurs eye AI for industry growth
Digital Transformation

UBS report: entrepreneurs eye AI for industry growth

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

By Sean Mitchell • 3 min read • Thu, 6th Feb 2025

Stories from Other Regions

Wealth management stories

Quinn raises $11 million to boost AI-powered wealth advice
Platform-as-a-Service

Quinn raises $11 million to boost AI-powered wealth advice

Quinn, a New York fintech, secured $11m to launch AI-driven platform offering personalised wealth advice for financial institutions at scale.

By Catherine Knowles • 3 min read • Thu, 26th Jun 2025
Short-term focus slows digital transformation for UK firms
Digital Transformation

Short-term focus slows digital transformation for UK firms

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

By Jed Nykolle Harme • 3 min read • Fri, 6th Jun 2025
Griffin unveils MCP Server to boost AI agents in banking
Fintech

Griffin unveils MCP Server to boost AI agents in banking

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

By Sean Mitchell • 3 min read • Fri, 30th May 2025
EastWest chooses Temenos SaaS to upgrade banking platform
Software-as-a-Service

EastWest chooses Temenos SaaS to upgrade banking platform

EastWest Banking Corporation partners with Temenos to adopt a SaaS core banking platform, boosting digital transformation and operational efficiency.

By Jed Nykolle Harme • 3 min read • Wed, 28th May 2025
Syfe & BlackRock partner to expand private credit access in Singapore
BlackRock

Syfe & BlackRock partner to expand private credit access in Singapore

Syfe teams up with BlackRock to offer Accredited Investors in Singapore exclusive access to US middle market private credit, requiring lower minimum investments.

By Sean Mitchell • 3 min read • Thu, 8th May 2025
Booster's Savvy card awarded for innovation in finance
Customer Experience

Booster's Savvy card awarded for innovation in finance

Booster's Savvy debit card, linked to an investment account, is a finalist at NZ's INFINZ Awards, gaining local and global recognition for innovation.

By Kaleah Salmon • 3 min read • Thu, 17th Apr 2025
AI trust varies among New Zealand financial service users
Marketing Technologies

AI trust varies among New Zealand financial service users

A Salesforce report reveals New Zealand consumers show mixed trust in AI within financial services, highlighting a growing expectation for lower fees and faster transactions.

By Kaleah Salmon • 2 min read • Mon, 31st Mar 2025
Endowus teams with Twilio to enhance platform security
Cybersecurity

Endowus teams with Twilio to enhance platform security

Endowus has teamed up with Twilio to enhance security on its digital wealth platform, addressing a surge in fraud cases with advanced verification measures.

By Catherine Knowles • 3 min read • Wed, 12th Mar 2025
SharedAffairs launches digital estate platform in the UK
Crypto

SharedAffairs launches digital estate platform in the UK

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.

By Catherine Knowles • 3 min read • Thu, 6th Mar 2025
Revolut applies for banking licence in New Zealand
Reserve Bank of New Zealand

Revolut applies for banking licence in New Zealand

Revolut has lodged an application to become a registered bank in New Zealand, aiming to enhance financial services for Kiwis with innovative solutions.

By Imee Dequito • 2 min read • Mon, 9th Dec 2024