Wells Fargo’s AI Teammate helps advisers streamline tasks
Wells Fargo has launched AI Teammate, an AI-powered tool embedded within its Advisor Gateway platform that helps financial advisers, client ...
Tag: Wealth Management
JPMorgan intends to make money movement easier in 2026
JPMorgan Chase continues to grow its wealth management business, prioritizing the ease of money movement. “In 2026, we intend to make it ...
Wells Fargo to capitalize on $124T ‘Great Wealth Transfer’ with AI solutions
Financial institutions are gearing up to cater to the next generation of wealth clients as the “Great Wealth Transfer” happens ...
Transactions: Blaze Credit Union selects Osaic for wealth management
Blaze Credit Union is the most recent credit union to join wealth management solution provider Osaic’s cloud-based channel. The ...
Academy Bank launches financial management tool
Academy Bank clients are asking for digital financial management offerings, and the Kansas City, Mo.-based bank is meeting the need ...
Morgan Stanley using AI to grow adviser operations
Morgan Stanley is using AI to improve efficiency and deepen the relationship between its advisers and customers. The bank is ...
BNY Mellon’s Pershing X modernizes API strategy
BNY Mellon’s technology arm Pershing X’s clients are looking to the tech provider for improved wealth management capabilities. Clients ...
Fintech funding drops to four-year low in Q1
Fintech funding hit a four-year low in the first quarter of 2024, partly driven by the higher cost of capital ...
BNY Mellon selects Salesforce for advisory productivity
BNY Mellon technology arm Pershing X is collaborating with cloud-based software provider Salesforce to automate data exchange for a unified ...
BNY Mellon’s technology arm to migrate to the cloud
BNY Mellon’s technology arm, Pershing X, is looking to migrate its data and applications to the cloud to scale its ...
