Managers of Wealth Fintech

AI co-pilot solution Reflexivity raises $30m Series B led by Greycroft and IBKR

Hedge fund managers Stanley Druckenmiller and Greg Coffey supported the round, alongside General Catalyst and the Latin American investment arm of SoftBank.

Standard Chartered and Ant International use blockchain for settlement of treasury transactions

Inefficient working capital costs corporate clients significant revenue drag and we, at Standard Chartered, are committed to adopting the latest technology

Codebase Technologies, IDWise partner on AI-based eKYC technology

“The integration of IDWise’s AI-based technology into Digibanc is another step in our commitment to staying at the forefront of digital banking innovation

Interface.ai emerges as “most valuable AI company in banking” with Avataar-led $30m funding round

Agentic AI describes a technology framework capable of operating autonomously, making decisions and performing tasks without the need for human intervention or oversight.

Are you ready to talk to a humanoid robot?

If we’re not looking at our emails, we’re sending an instant message, jumping on a Teams call, or scheduling the next one.

Uptiq launches new enterprise AI platform for wealth managers, banks

Uptiq’s platform offers a suite of pre-packaged agents to support financial advisors, loan officers, and back-office staff.

Google, take the wheel – Could Project Jarvis be the future of hands-free browsing?

Jarvis enters an already heated landscape where tech giants like Anthropic, Microsoft, and Apple are competing to establish the future of AI-driven digital agents.

Microsoft shareholder proposes firm look into investing in Bitcoin

Microsoft’s board is recommending voting against it, arguing they already “evaluate a wide range of investable assets,” including Bitcoin.

Bank Midwest taps Newgen to amplify its Digital Banking Capabilities

Building on its previous success, Newgen streamlined the small business lending process with a digital-first loan origination solution.

Ripple files Form C, appeals SEC ruling on XRP institutional sales

Ripple challenges SEC’s ruling on institutional XRP sales, claiming the Howey test was misapplied.

Prediction: Billionaires Will Buy This Cryptocurrency That Could Soar 23,900%, According to Wealth Manager Jake Claver

After a long spell of very low trading volume, followed by volatile action amid recent courtroom wins, XRP's average market volume has settled at a historically high level.

AI patents at BofA increase 94% since 2022

AI's use at BofA is most prominently on display in Erica, its virtual assistant used by more than 45 million customers.

Emirates NBD Taps Partior for Cross-Border Payments, Eyes Equity Stake

This system enables instant liquidity, transparency, and efficiency, overcoming the limitations of traditional payment methods.

Meet 'Reggie' in beta - our AI-powered regulatory chatbot

The chatbot currently uses the regulatory codes of practice and the anti-money laundering, countering terrorist financing and countering proliferation financing handbook as its source material.

AI Takes Center Stage in Banks’ Digital Transformation Strategy

Banks are also placing AI as their biggest focus for digital transformation over the next three years.

Microsoft to begin rolling out autonomous AI agents to business users

AI agents are more focussed virtual assistants designed to help users with a specific task or area of work.

BlackRock's IBIT investors throw $329M into ETF as Bitcoin dips 3%

BlackRock's Bitcoin fund carried over to the rest of the United States spot Bitcoin ETFs, which recorded a net inflow of $294 million on Oct. 21.

BlackRock's IBIT investors throw $329M into ETF as Bitcoin dips 3%

BlackRock's Bitcoin fund carried over to the rest of the United States spot Bitcoin ETFs, which recorded a net inflow of $294 million on Oct. 21.

How AI Will Transform Wealth Management

The financial services industry has already begun to benefit from what AI can offer.

Surveying the Future of AI in Wealth Management – Perspectives from the Wealth Management Community

AI is seen as a game-changer across wealth management, with respondents highlighting its current and future roles.

Bitcoin, Blockchain & AI