https://www.finextra.com/ The Latest Financial IT Wealth management Headlines Copyright 2025 Finextra Research Ltd en-GB contact@finextra.com (Finextra Contact) https://www.finextra.com https://www.finextra.com/finextra-images/site/finextra.png https://www.finextra.com/newsarticle/45820/northern-trust-21-of-private-market-investors-allocate-to-crypto-and-digital-assets?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/45820/northern-trust-21-of-private-market-investors-allocate-to-crypto-and-digital-assets?utm_medium=rssfinextra&utm_source=finextrafeed Fri, 11 Apr 2025 11:02:00 GMT In a global survey of 180 institutional plans with investment portfolios ranging from $1 billion to over $500 billion, Northern Trust gathered responses from senior leaders at pension funds, outsourced chief financial officers and multi-managers, family offices, sovereign wealth funds, endowments, and other institutions across the Americas, Emea and Apac. https://www.finextra.com/newsarticle/45818/etoro-to-launch-uk-and-europe-stock-lending-programme?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/45818/etoro-to-launch-uk-and-europe-stock-lending-programme?utm_medium=rssfinextra&utm_source=finextrafeed Fri, 11 Apr 2025 09:44:00 GMT In order to identify borrowers and facilitate the stock lending process, eToro will partner with BNY, which will act as the custodian, and stock lending platform EquiLend. This stock lending launch showcases how eToro is currently leveraging BNY’s global clearing platform, offering integrated solutions across US and international clearing, custody, settlement, execution, and financing. https://www.finextra.com/newsarticle/45813/gen-z-wealth-platform-alinea-invest-raises-104-million?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/45813/gen-z-wealth-platform-alinea-invest-raises-104-million?utm_medium=rssfinextra&utm_source=finextrafeed Thu, 10 Apr 2025 11:50:00 GMT Alinea Invest has raised $10.4 million in Series A funding to build the investing app for the Gen Z youth market. https://www.finextra.com/newsarticle/45740/primarybid-in-talks-over-discounted-sale?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/45740/primarybid-in-talks-over-discounted-sale?utm_medium=rssfinextra&utm_source=finextrafeed Mon, 31 Mar 2025 09:30:00 GMT Retail investment platform PrimaryBid is in talks with several financial institutions and investors about a possible takeover. https://www.finextra.com/newsarticle/45731/robinhood-moves-into-wealth-management-and-private-banking?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/45731/robinhood-moves-into-wealth-management-and-private-banking?utm_medium=rssfinextra&utm_source=finextrafeed Thu, 27 Mar 2025 12:45:00 GMT Stock trading app Robinhood continues to build out its product suite, adding wealth management and private banking services, as well as an AI investment tool. https://www.finextra.com/newsarticle/45716/wealthtech-firenze-scores-25-million-seed-round?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/45716/wealthtech-firenze-scores-25-million-seed-round?utm_medium=rssfinextra&utm_source=finextrafeed Wed, 26 Mar 2025 09:12:00 GMT Firenze, a Manchester-based fintech unlocking Lombard lending for mass affluent investors, has closed a £2.5M Seed funding round led by Outward VC, the backers of Curve, PrimaryBid and Vauban. https://www.finextra.com/newsarticle/45709/cbdcs-and-banking-systems-the-battle-join-the-discussion-at-nextgen-nordics?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/45709/cbdcs-and-banking-systems-the-battle-join-the-discussion-at-nextgen-nordics?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 25 Mar 2025 10:00:00 GMT With growing momentum surrounding digital currencies, Nordic central banks are increasingly responding to the need for digital transformation in the monetary landscape. Events like NextGen Nordics at the Münchenbryggeriet in Stockholm, Sweden, on 29 April 2025, are propelling forward the discussions on their advantages and risks, especially in relation to traditional banking systems. But, as enthusiasm around CBDCs rises, so does the concern over their potential to disrupt existing financial systems, particularly through the risk of disintermediation of native banking systems. https://www.finextra.com/newsarticle/45695/stablecoin-de-pegging-to-be-probed-by-ripple-warwick-business-schools-gillmore-centre?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/45695/stablecoin-de-pegging-to-be-probed-by-ripple-warwick-business-schools-gillmore-centre?utm_medium=rssfinextra&utm_source=finextrafeed Fri, 21 Mar 2025 09:53:00 GMT The research is funded by the University of California, Berkeley’s Centre for Responsible Decentralized Intelligence, and will involve collaboration between Warwick’s own Dr Ganesh Viswanath-Natraj, Ripple Research, and the University Blockchain Research Initiative (UBRI), the $50 million research division of Ripple. https://www.finextra.com/newsarticle/45694/moonpay-secures-200-million-revolving-credit-line-from-galaxy?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/45694/moonpay-secures-200-million-revolving-credit-line-from-galaxy?utm_medium=rssfinextra&utm_source=finextrafeed Fri, 21 Mar 2025 09:23:00 GMT In what has been dubbed one of the largest of its kind in the crypto industry, MoonPay’s credit line with Galaxy comes at a time of unprecedented momentum for the crypto industry, ensuring the solution provider is in a position to capitalise and solidify its role in the global digital economy. https://www.finextra.com/newsarticle/45663/berlin-wealthtech-nao-expands-seed-financing-to-45-million?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/45663/berlin-wealthtech-nao-expands-seed-financing-to-45-million?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 18 Mar 2025 08:00:00 GMT Berlin-based WealthTech startup NAO has secured additional capital of over one million euros through a second closing of its Seed financing push, bringing total funding from the round to €4.5 million. https://www.finextra.com/newsarticle/45623/zocks-raises-138m-for-ai-driven-financial-advisor-client-intelligence?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/45623/zocks-raises-138m-for-ai-driven-financial-advisor-client-intelligence?utm_medium=rssfinextra&utm_source=finextrafeed Mon, 10 Mar 2025 00:01:00 GMT Zocks, an AI-driven client intelligence platform for financial advisors has raised $13.8 million in a Series A funding round led by Motive Ventures. https://www.finextra.com/newsarticle/45575/bny-and-openai-strike-deal-to-develop-ai-platform?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/45575/bny-and-openai-strike-deal-to-develop-ai-platform?utm_medium=rssfinextra&utm_source=finextrafeed Thu, 27 Feb 2025 12:04:00 GMT US-based investment bank and global custodian BNY has agreed a deal with OpenAI, the creator of generative AI platform ChatGPT, to help with the development of the bank's proprietary AI platform Eliza. https://www.finextra.com/pressarticle/105208/datactics-supports-investec-in-the-uk-with-fscs-digital-data-validation-sandbox?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/105208/datactics-supports-investec-in-the-uk-with-fscs-digital-data-validation-sandbox?utm_medium=rssfinextra&utm_source=finextrafeed Mon, 14 Apr 2025 09:10:00 GMT Datactics has developed a digital data validation sandbox for the Financial Services Compensation Scheme (FSCS) designed to help assess data systems and processes prior to regulatory audits. https://www.finextra.com/pressarticle/105184/avaloq-open-office-in-dubai-international-financial-centre?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/105184/avaloq-open-office-in-dubai-international-financial-centre?utm_medium=rssfinextra&utm_source=finextrafeed Thu, 10 Apr 2025 13:13:00 GMT Avaloq, a leader in private banking, wealth management and investment management technology, has inaugurated its new regional office in the Dubai International Financial Centre (DIFC). https://www.finextra.com/pressarticle/105178/asic-consults-on-plans-to-increase-visibility-of-firms-breach-and-complaints-data?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/105178/asic-consults-on-plans-to-increase-visibility-of-firms-breach-and-complaints-data?utm_medium=rssfinextra&utm_source=finextrafeed Thu, 10 Apr 2025 10:12:00 GMT As part of its commitment to enhance transparency and accountability, ASIC is consulting on plans to publish two dashboards containing firm-level Reportable Situations (RS) and Internal Dispute Resolution (IDR) data in the second half of 2025. https://www.finextra.com/pressarticle/105137/investment-bank-teniz-capital-ventures-into-fintech-stakes-49-in-tabys?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/105137/investment-bank-teniz-capital-ventures-into-fintech-stakes-49-in-tabys?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 08 Apr 2025 12:15:00 GMT Teniz Capital Brokerage Ltd, a subsidiary of Teniz Capital Investment Bank, has acquired a significant stake in fintech firm Tabys from the Astana International Exchange (AIX). https://www.finextra.com/pressarticle/105132/wealthyhood-raises-36-million-in-new-funding-round?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/105132/wealthyhood-raises-36-million-in-new-funding-round?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 08 Apr 2025 11:26:00 GMT Wealthyhood announces a €3.6 million Seed round, led by Global Wealth Group as a strategic investor and joined by Genesis Ventures and a group of 20 leading angel investors from the UK, Greece, and Europe, including Dimitris Georgakopoulos and the Helidoni Group, Philippos Kourkoulos Latsis, Dimitris Tryfon and T-Life Capital, Alan Morgan, Thanasis Papangelis and Thanasis Misdanitis leading a group of angel investors. https://www.finextra.com/pressarticle/105123/oxford-risk-unveils-investor-personas-product?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/105123/oxford-risk-unveils-investor-personas-product?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 08 Apr 2025 09:47:00 GMT Oxford Risk, a leader in behavioural finance solutions, has unveiled its pioneering Investor Personas product, powered by its proprietary Behavioural Engagement Technology platform. https://www.finextra.com/pressarticle/105115/ev-provides-financial-advisors-with-tool-to-test-the-sustainability-of-clients-retirement-income?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/105115/ev-provides-financial-advisors-with-tool-to-test-the-sustainability-of-clients-retirement-income?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 08 Apr 2025 09:29:00 GMT Financial services technology provider EV has enhanced the functionality within its EVPro end-to-end financial planning solution to help advisers meet the FCA’s expectations for avoiding foreseeable harm. https://www.finextra.com/pressarticle/105095/fnz-secures-500-million-in-new-capital-funding?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/105095/fnz-secures-500-million-in-new-capital-funding?utm_medium=rssfinextra&utm_source=finextrafeed Mon, 07 Apr 2025 09:08:00 GMT FNZ, the leading global end-to-end technology platform serving wealth and asset management businesses, today announces it has secured US$500 million in new equity funding. https://www.finextra.com/pressarticle/105089/speciality-brokerage-cache-announces-two-new-leadership-hires?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/105089/speciality-brokerage-cache-announces-two-new-leadership-hires?utm_medium=rssfinextra&utm_source=finextrafeed Fri, 04 Apr 2025 09:35:00 GMT Cache, a pioneering fintech company offering specialized products for managing large, concentrated stock positions for individuals and their advisors, today announces the appointment of seasoned executives Aaron White, CFP® as Head of Investor Solutions and Shang Chou, CQF as Head of Institutional Solutions. These strategic hires assume critical leadership roles at a time when Cache’s modern exchange funds are rapidly gaining wider adoption among advisors and investors. https://www.finextra.com/pressarticle/105074/hsbcs-mark-glover-joins-ortec-finance-as-head-of-wealth-management?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/105074/hsbcs-mark-glover-joins-ortec-finance-as-head-of-wealth-management?utm_medium=rssfinextra&utm_source=finextrafeed Thu, 03 Apr 2025 09:59:00 GMT Ortec Finance, a global leader in personal financial planning technology, is deepening its commitment to the UK market with the appointment of Mark Glover as Managing Director – Head of UK Wealth Management. https://www.finextra.com/pressarticle/105037/arta-launches-wealth-management-ai-agents?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/105037/arta-launches-wealth-management-ai-agents?utm_medium=rssfinextra&utm_source=finextrafeed Wed, 02 Apr 2025 14:00:00 GMT Today Arta Finance, a global wealth platform, introduced Arta AI – a new way to engage with wealth, giving clients a suite of AI agents to analyze portfolios, explore investment ideas, and access financial insights on demand. https://www.finextra.com/pressarticle/105040/allfunds-augments-portfolio-management-tool-with-ai?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/105040/allfunds-augments-portfolio-management-tool-with-ai?utm_medium=rssfinextra&utm_source=finextrafeed Wed, 02 Apr 2025 09:49:00 GMT Allfunds (AMS: ALLFG), the leading end-to-end WealthTech partner for the wealth and asset management industries with more than €1.5 trillion assets under administration across Mutual Funds, Alternative Assets and ETFs, today announces the launch of Nextportfolio 4, the latest version of its flagship portfolio management tool, strengthening Allfunds’ subscription business value proposition. https://www.finextra.com/videoarticle/3232/banking-and-fintech-more-partnership-than-competition?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3232/banking-and-fintech-more-partnership-than-competition?utm_medium=rssfinextra&utm_source=finextrafeed Wed, 26 Feb 2025 15:00:00 GMT At one point, as the industry was first evolving in its technological innovation, banks and fintech firms often saw each other solely as competition. In this FinextraTV interview, Sarah Biller, Co-Founder, Mass Fintech Hub and Claire Verville, Head of Ventures & Strategic Partnerships, M&T Bank join the virtual studio to discuss how that has changed. From exploring the history of blossoming partnerships to extolling the benefits of collaboration in the modern era, Biller and Verville narrate the truth of a new interconnected industry of opportunity. https://www.finextra.com/videoarticle/3197/sustainable-finance-live-hackathon-2024-winners-emerging-category?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3197/sustainable-finance-live-hackathon-2024-winners-emerging-category?utm_medium=rssfinextra&utm_source=finextrafeed Thu, 31 Oct 2024 13:37:00 GMT Join FinextraTV as Richard Peers, Contributing Editor, Finextra and Founder of Responsible Risk, speaks to the winners of the Emerging Category for the Sustainable Finance Live Hackathon 2024: HSBC’s Nell Agate Tsui, University of Oxford’s Dr Nicola Ranger, and the Malaysian Youth Delegation’s Qiu Wong. This year’s event focused on all things natural capital, namely how to price and assess risk amid a variety of macroeconomic issues and new policies coming to the fore. The winning team’s solution – named Nature Delta – worked to connect nature risk in its multifaceted nature direct to companies, with the aim of ensuring that lending and target setting is conducted with risk in mind, as well as deciphering the jumble of complexity that comes with natural capital and leveraging actionable insights. https://www.finextra.com/videoarticle/3190/chainlink-unveils-new-privacy-and-interoperability-solutions-for-blockchain-adoption?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3190/chainlink-unveils-new-privacy-and-interoperability-solutions-for-blockchain-adoption?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 22 Oct 2024 08:01:00 GMT At Sibos 2024, Sergey Nazarov, Co-Founder of Chainlink, highlighted the growing adoption of blockchain technology by asset managers, driven by efficiency gains in settlement, payments, and collateral management. Nazarov announced the launch of two key privacy-focused tools: the Blockchain Privacy Manager and CCIP Private Transactions, designed to ensure secure, private transactions across multiple blockchains. He also emphasised the importance of interoperability, introducing Chainlink’s Cross-Chain Interoperability Protocol (CCIP), which aims to enable seamless asset and system integration in the evolving digital assets landscape. https://www.finextra.com/videoarticle/3180/communify-fincentric-unifies-financial-data-with-acquisition-from-sp-global?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3180/communify-fincentric-unifies-financial-data-with-acquisition-from-sp-global?utm_medium=rssfinextra&utm_source=finextrafeed Thu, 15 Aug 2024 18:35:00 GMT John Wise, Chairman and CEO of Communify Fincentric, explains the backstory to the company's acquisition of Markit on Demand from S&P Global. Aimed at fixing the financial industry's persistent challenge of fragmented data, this strategic move unifies client and market information in a single platform, integrating over 4,000 global data feeds to enhance AI-driven insights for portfolio managers, advisors and self-directed investors. By merging these data sets, the business intends to set a new standard for the broking, wealth and asset sectors, enabling institutions to navigate complex data landscapes and drive growth in a digital world. https://www.finextra.com/videoarticle/3159/core-banking-transformation-enabling-future-growth-at-a-systemic-bank?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3159/core-banking-transformation-enabling-future-growth-at-a-systemic-bank?utm_medium=rssfinextra&utm_source=finextrafeed Fri, 12 Jul 2024 09:00:00 GMT Join FinextraTV at the Temenos Community Forum 2024 as Mick Fennell, Business Line Director - Payments, Temenos and Serge Munten, Head of Transformation, Banque Internationale à Luxembourg discuss their digital transformation project and the obstacles the bank faced when modernising core banking and payments capabilities. Scoping out the project, it is explored how BIL decided to completely revisit their IT landscape to enable the bank to manage higher transaction volumes, keep up with changing regulations and drive future growth. https://www.finextra.com/videoarticle/3148/why-without-technology-there-would-be-no-banks?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3148/why-without-technology-there-would-be-no-banks?utm_medium=rssfinextra&utm_source=finextrafeed Mon, 08 Jul 2024 14:25:00 GMT Join FinextraTV at the Temenos Community Forum 2024 as Maurya Murphy, Senior Product Director, Corporate Banking, Temenos and Benjamin Wey, Senior Advisor, Hamilton Reserve Bank chat through how technology can be used to streamline operations and grow and develop as a business. For the largest global bank headquartered in the Caribbean, technology is essential for resolving problems that all traditional banks face, such as lack of communication and lack of customer support. There is now an expectation from customers of a much closer link between banking and technology, and corporate clients are looking for more personalisation, more choice and more sustainability in their products. https://www.finextra.com/videoarticle/3111/private-banking-todays-needs-and-expectations?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3111/private-banking-todays-needs-and-expectations?utm_medium=rssfinextra&utm_source=finextrafeed Thu, 20 Jun 2024 09:00:00 GMT Join FinextraTV at the Temenos Community Forum 2024 as Shabi Shafei, IT Lead, ABN Amro & Marlou Jenniskens, Managing Director, Digital Wealth Products, ABN Amro, explore how the private banking landscape is changing and with that, banks like ABN AMRO are adapting their products and offerings to ensure they are meeting these shifting expectations. These altering needs are also resulting in changes in how banks leverage technology and collaborate with providers to meet goals. https://www.finextra.com/videoarticle/3092/driving-natural-capital-investment-acquiring-ten-estates-30000-acres-in-two-years?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3092/driving-natural-capital-investment-acquiring-ten-estates-30000-acres-in-two-years?utm_medium=rssfinextra&utm_source=finextrafeed Mon, 13 May 2024 11:00:00 GMT Join Richard Stockdale, Founder of Oxygen Conservation, as he discusses the company's rapid expansion and innovative land acquisition strategy in an interview with Richard Peers of ResponsibleRisk. Through data-driven approaches and Natural Capital Financing, Oxygen Capital is spearheading regenerative practices, prioritizing community involvement and knowledge sharing. https://www.finextra.com/videoarticle/3091/climate-scorpion-the-sting-is-in-the-tail---introducing-planetary-insolvency?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3091/climate-scorpion-the-sting-is-in-the-tail---introducing-planetary-insolvency?utm_medium=rssfinextra&utm_source=finextrafeed Mon, 13 May 2024 10:00:00 GMT Sandy Trust, Head of Organisational Risk at M&G, and Lucy Saye, Actuarial Manager at Deloitte, and previous chair at the IFoA Sustainability Board, present the 'Climate Scorpion' report. This report follows the IoFA and University of Exeter's 'The Emperor's New Climate Scenarios' paper, challenging the accuracy of NGFS and CBES scenarios. In this in-depth FinextraTV Unplugged interview with Richard Peers, ResponsibleRisk, they delve into tipping points, cascading risks, and the potential for positive tipping points, exploring the uncertainty surrounding Carbon budgets and their underlying assumptions. Given the Earth's complexity, climate modeling remains uncertain. The interview discusses how financial institutions and corporations can plan amid this uncertainty. https://www.finextra.com/videoarticle/2909/collaboration-is-key-future-focus-for-temenos-cognizant--abn-amro?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/2909/collaboration-is-key-future-focus-for-temenos-cognizant--abn-amro?utm_medium=rssfinextra&utm_source=finextrafeed Wed, 07 Jun 2023 15:09:00 GMT Speaking at TCF 2023, Matthew Lee, Global CTO & Head of Innovation BFS, Cognizant, and Mel Jacobs-Kemps, CIO, Wealth Management & Corporate Banking, ABN AMRO, discuss their joint partnership with Temenos. We hear about what's important to each about the collaboration and how they are working on the Temenos platform, about the strategic choices made recently, and where the focus will be for ABN AMRO going forward. https://www.finextra.com/videoarticle/2903/cloud-saas--esg-trends-causing-a-shift-in-wealth-management?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/2903/cloud-saas--esg-trends-causing-a-shift-in-wealth-management?utm_medium=rssfinextra&utm_source=finextrafeed Wed, 24 May 2023 13:03:00 GMT Speaking at TCF 2023, Alexandre Duret, Senior Product Director, Wealth Management, Temenos, discusses the role technology plays in supporting private banks and wealth management, and the processes used to help adapt to new market opportunities. https://www.finextra.com/videoarticle/2874/unlocking-the-value-of-generative-ai--large-language-models?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/2874/unlocking-the-value-of-generative-ai--large-language-models?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 18 Apr 2023 11:00:00 GMT Speaking to FinextraTV, Jerry Haywood, CEO, boost.ai, discusses harnessing the power of Generative AI and how financial services can leverage large language models and Conversational AI to innovate within the industry. https://www.finextra.com/videoarticle/2872/how-is-digitalization-reshaping-wealth-management?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/2872/how-is-digitalization-reshaping-wealth-management?utm_medium=rssfinextra&utm_source=finextrafeed Fri, 14 Apr 2023 11:16:00 GMT Speaking to FinextraTV, Yaela Shamberg, Co-Founder and Chief Product Officer, InvestCloud, discusses the digital tools and trends reshaping the next phase of the wealth industry. https://www.finextra.com/event-info/549/transforming-wealth-management-through-macroeconomic-insights?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/event-info/549/transforming-wealth-management-through-macroeconomic-insights?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 15 Apr 2025 15:00:00 GMT How can wealth managers deliver confidence, clarity, and long-term value for their clients in an increasingly complex global financial landscape? https://www.finextra.com/banners/banner.aspx?opt=ad&baid=7709 https://www.finextra.com/banners/banner.aspx?opt=ad&baid=7709 Thu, 03 Apr 2025 00:00:00 GMT [Webinar] Weathering Macroeconomic Headwinds: How should CFOs invest in Tech?