Wells Fargo to embed AI across wealth platform
Wells Fargo no longer views AI as a budget category, but as integral to product development. “We fundamentally think about AI as part of the way we develop tools ...
Tag: WealthTech
90% of financial advisers at UBS use AI
UBS is investing in legacy tech transformation and AI to improve client experience and back-end operations. “Our flagship AI platform delivers timely and personalized client insights ...
Citi deploys Google DeepMind avatar tech on AI-driven wealth platform
Citigroup has debuted Citi Sky, an AI-powered wealth platform built on Google‘s full technology stack. The $1.7 trillion bank launched the tool at Google Cloud Next ’26 in ...
The rise of AI-driven wealthtech
Financial management is evolving as wealth is transferred to the next — more digital — generation. In previous years, ...
A Yodlee sale could land Envestnet up to $400M
Wealthtech giant Envestnet is reportedly exploring the sale of its data aggregation subsidiary Yodlee as it aims to refocus strategic ...
Fast and Cheap IPO On SGX: Ayondo
Are you preparing a roadshow, the conventional way of accessing public markets by selling shares? Are you using an investment ...
Will Goldman Become a Verb? Watch the Marcus Ads!
Can there be something in corporate names that start with G? Why is it that GAFA has Google first? What ...
What Does The Credify Story Tell Us About Market Place Lending And $LC Stock?
This story broke on Wednesday 15 November. The story is that the founder of Lending Club, Renaud Leplanche, who was ...
Three Market Opportunities In Insurance Asset Management
The asset management side of insurance business is a sleeping beauty that hasn’t awoken to the Fintech drumming. Apart from ...
WealthTech Open APIs: Shapes, Colors and Focus
In May I wrote about The API movement in the robo-advisory space, and found that those with API offerings were companies ...
