Managers of Wealth Fintech

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.

BBVA ranks among the 15 most advanced banks in AI worldwide

The Evident AI Index evaluates the degree of implementation of data and AI technologies at the world’s 50 largest banks.

Crypto Banks Under Fire? Regulatory Crackdowns And Opportunities

A major draw for Customers Bank was its real-time payments system licensed from TassatPay, the same technology that had powered Signature Bank’s Signet.

Swiss Banks Embrace Blockchain, Prioritizing Cryptocurrencies, HSG Study Finds

The research found that over 60% of banks in Switzerland are pursuing concrete plans related to cryptocurrencies, with half of these institutions considering the development and expansion of their crypto offerings as highly prioritized.

Researchers hack AI-enabled robots to cause ‘real world’ harm

Penn Engineering researchers said they created an algorithm that bypassed normal safety protocols stopping AI-powered robots from performing harmful actions.

Stripe in talks to acquire stablecoin platform Bridge

After a six year hiatus, Stripe returned to crypto in April, allowing merchants to accept stablecoins for online payments.

Bitcoin, Blockchain & AI