FIs deploy investing tech to stop deposit outflows
Financial institutions are deploying investment technology in a bid to stop customers from withdrawing funds from their accounts and depositing ...
Tag: automated investing
Truist expands automated investment technology
Truist Financial is expanding its digital investment technologies with automated planning and goal setting and an option for advisor-driven advice. ...
TD Bank doubles down on ‘complementary’ digital wealth management
TD Bank is aligning wealth management across physical and digital touchpoints as 2022 steams ahead. TD Bank, a Cherry Hill, ...
Inside Look: How TD Bank deploys robo-advisors for end-to-end wealth automation
From cloud-native payments to back-office robotic process automation (RPA), automation can be found in no-fuss applications across the banking ecosystem, ...
TD Bank touts digital progress, posts 20% growth in 2021
Noting its digital banking advancements, TD Bank Group reported net income 26% lower year over year for the fourth quarter, ...
Wealthfront Raises $75M for its Millennial-Facing Investment Platform
Automated investing platform Wealthfront has just closed a $75 million round of funding, which will be used to build out ...
RBS Launches First Investment Robo-Advisor in the U.K. through NatWest Invests
EXCLUSIVE- Royal Bank of Scotland becomes the first bank in the U.K. to go live with an investment robo-advisor under ...
A New Kind of Fintech: Why Health Savings Account Startup Lively Added Investment Capabilities
EXCLUSIVE- Health Savings Account Startup, Lively wants to be more than a HSA vehicle. Right now, more means giving its account ...
WiseBanyan’s Vicki Zhou Talks Robos, Partnerships, and Diversity [Video]
What does it take to scale a successful robo-advisor? How do you choose whether to partner with an incumbent or ...
