Wealth management stories

Griffin has launched its MCP Server, enabling AI agents to open accounts, make payments and analyse transactions within banking systems securely.

EastWest Banking Corporation partners with Temenos to adopt a SaaS core banking platform, boosting digital transformation and operational efficiency.

Salesforce launches Agentforce for Financial Services, offering AI agents to automate tasks and boost personalised client engagement in banks and insurers.

Bravura Solutions boosts Midwinter team with senior hires and promotions to fuel growth in financial planning technology across Australia and beyond.

Syfe teams up with BlackRock to offer Accredited Investors in Singapore exclusive access to US middle market private credit, requiring lower minimum investments.

Revolut reported record 2024 results with AUD $4.4m net profit in Australia and USD $1.0bn globally, driven by surging customers and revenues.

Booster’s Savvy debit card, linked to an investment account, is a finalist at NZ’s INFINZ Awards, gaining local and global recognition for innovation.

A Salesforce report reveals New Zealand consumers show mixed trust in AI within financial services, highlighting a growing expectation for lower fees and faster transactions.

Boman Group has appointed Eva Zhuang as a Partner, making her the first woman in the role, as the firm prepares to launch new funds in 2024.

Endowus has teamed up with Twilio to enhance security on its digital wealth platform, addressing a surge in fraud cases with advanced verification measures.

MUSE has unveiled a digital investment platform for luxury assets, enabling investors to trade items like rare handbags and fine wines as investment-grade assets.

As women increasingly shape financial landscapes, fintech firms have a crucial opportunity to design tailored solutions that meet their unique needs and aspirations.

SharedAffairs has launched a digital estate planning platform in the UK, aimed at simplifying the documentation of assets and final wishes during a £1 trillion wealth transition.

NTT DATA's latest report reveals that 58% of banks globally are fully adopting generative AI, marking a crucial shift towards its integration in banking operations.

UBS has launched its first Global Entrepreneur Report, revealing that 62% of entrepreneurs see AI as their greatest business opportunity amidst economic uncertainties.

Revolut has lodged an application to become a registered bank in New Zealand, aiming to enhance financial services for Kiwis with innovative solutions.

As inflation erodes purchasing power, experts advise investing in assets that outpace price rises to safeguard your finances against currency debasement.

Bravura Solutions has appointed Aaron Knowles as Global Head of Product Management and Rob Jessurun as Business Development Director to aid global expansion.

Sidekick has launched its Venture Capital Trust product, responding to rising demand for tax-efficient investment options amid economic uncertainty.

Lawfront has selected NetDocuments as its document management system across four UK law firms, enhancing productivity for 800 lawyers across 28 offices.