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1516 Results from 2023

Jose Pierre

Jose Pierre CEO at Marketware International, Inc.

Wealth Management and Artificial Intelligence, the buzz continues for 2023

The world of wealth management is evolving rapidly in response to the changing landscape of technology and investment strategy. As artificial intelligence (AI) technology becomes more powerful and sophisticated, its use in the wealth management space is steadily increasing. As AI technology continues to expand its capabilities and is integrated in...

/wealth /retail Artificial Intelligence and Financial Services

Farouk Ferchichi

Farouk Ferchichi Group President, Envestnet Data and Analytics at Envestnet

The U.S. is One Step Closer to Making Open Banking a Reality

The CFPB paved the way for open banking rulemaking. Now is the time to expand on it. This year at Money 20/20, Consumer Financial Protection Bureau (CFPB) Director Rohit Chopra laid out plans to finalize open banking rulemaking, bringing the U.S. closer than ever before to developing an open banking ecosystem. If all goes according to plan, the CF...

/wealth /retail Open Banking

Dr Boris Rankov

Dr Boris Rankov Product Head of Digital Advisory & Portfolio at InvestCloud

How wealth managers can leverage AI-driven recommendations to provide personalisation at scale

The past three years have seen pretty much non-stop uncertainty and market turbulence. The pandemic, war, and the battle to keep inflation under control have all been a worry for investors concerned about the impact of volatility, interest rates and inflation on their portfolios. It is no surprise that clients are reaching out to their advisers w...

/wealth Artificial Intelligence and Financial Services

Bhasheer Lepakshi

Bhasheer Lepakshi Solution Architect - Mainframe modernization at Tata Consultancy Services Ltd

My experience on Mainframe modernization for major US Bank

Background on Mainframe modernization: After computer revolution started in Banking, Insurance and other major sectors Mainframe was one of the biggest revolutions to store and manage data in more secured way. Even now many major Banks and Insurance companies still maintaining the Mainframe system. As time flies on, technologically so ...

Oliver Tearle

Oliver Tearle Head of Technology Innovation at The ai Corporation

Five Ways Generative AI will Change the Payments Industry

The payments industry makes extensive use of AI/ML technologies in a wide range of applications – including targeted marketing, process automation and customer profiling. The use of AI and ML in fraud prevention is particularly common, as it enables fraud prevention teams to scour large amounts of transaction data to identify fraudulent behaviour ...

/payments /predictions Artificial Intelligence and Financial Services

Sridhar Ramamurthi

Sridhar Ramamurthi Industry Advisor at TCS

Being purpose-led: Considerations for Financial Services firms – What does it mean?

Being purpose-led and ecosystem-driven is fundamentally transforming the way institutions in the financial sector function. But it is easier said and declared than done. Using six selective examples of recent innovative offerings, we explore what the shift means for financial institutions, the challenges they face and key considerations in becomin...

/wealth /retail Finextra site news

King Leung

King Leung Global Head of Financial Services and FinTech at InvestHK

Proactive policies creating “eastern wind” moment for Hong Kong in battle for fintech leadership

In the Chinese novel “Romance of the Three Kingdoms”, military strategist Zhuge Liang prays for the “eastern wind” as the final missing element to feed the fires that would rage across the ships and the armies of warlord Cao Cao. Just like the novel, Hong Kong’s fintech fires are primed and the policy announcements made by regulators at the Hong K...

/crypto /markets Asia Financial Services

Satinder Lala

Satinder Lala Director of Marketing at Capium

Is AI really the future of accountancy?

Is AI really the future of accountancy? Artificial intelligence (AI) has been subject to a great deal of both hype and scepticism throughout its history. It’s a technology that sparks most people’s imagination – or fear – by calling to mind futuristic, sci-fi concepts. In the accounting industry, an ongoing debate surrounds AI’s ability to carr...

/inclusion /predictions Trends in Financial Services

Eddie Harrison

Eddie Harrison Co-Founder and Chief Product Officer at Navro

International payment systems are often a barrier to growth for businesses. The solution? 'Curation'

For fast-growth startups, the early days can be thrilling. You have come up with a great new product or service, found the perfect marketing strategy, and hit gold with a rapidly expanding customer base. The next step is obvious - strike out from home and try to replicate your success in global markets. Often, that's where things come grinding to...

/payments /predictions Fintech

Mark Roberts

Mark Roberts Head of Business Development North America at Aryza

A changing landscape

According to the latest Office of the Superintendent of Bankruptcy (OSB) stats, the total number of insolvencies (bankruptcies and proposals) in Canada increased by 7.3% compared to the previous month. Bankruptcies increased by 6% and proposals increased by 7.7%. While these stats paint a worrying picture, they are perhaps unsurprising. The billi...

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