Tag: Wealth Management
AI private banking: Flex Secures $70m Funding
AI private banking startup Flex has successfully raised $70 million in funding. This strategic move aims to expand the platform's global presence and redefine...
MCP server: HeirWealth Expands Wealth Suite
HeirWealth's MCP server launch marks a significant enhancement in wealth management. This server allows seamless data interrogation using AI.Table of ContentsIntroduction
Key Facts...
Technology Leadership: HL Appoints New Heads
Technology Leadership takes center stage as Hargreaves Lansdown appoints two new tech heads. This strategic move aims to enhance their platform's capabilities.Table of Contents...
Wealth Data Integration: Solving Costly Issues
Wealth Data Integration is at the center of a new partnership between AI-native wealth management platform WealthAi and Barcelona-based data infrastructure provider Flanks. The...
AI Financial Advisor: OCBC App Update
AI financial advisor technology is now part of OCBC's mobile banking app. This integration offers users 24/7 personalized Wealth Management.Table of ContentsKey Facts...
FNZ Swiss private banking tech: Objectway Acquires New Access
FNZ Swiss private banking tech has become a focal point in the fintech landscape. Objectway's recent acquisition of FNZ Switzerland SA highlights the importance...