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Celent recently published the Dimensions: IT Pressures and Priorities report series. This annual survey of bank executives worldwide is used to…
Celent recently published the Dimensions: IT Pressures and Priorities report series. This annual survey of bank executives worldwide is used to…
A recent survey conducted by Oliver Wyman indicates that retail investors have grown more comfortable with using generative AI (GenAI) for finan…
About the Showcase Gen AI is the hottest topic in the industry right now. Insurers are reaching out daily with questions and the need for advice…
Consumer data privacy laws, regulations, and protections have existed for decades but are being modernized across the globe in response to digit…
The wealth management industry is on the cusp of transformation – a new paradigm is emerging - driven by advancements in technology. Over the ne…
This report represents the second in the 2-part series “The New Wealth Management Paradigm – From Apps to Agents.” The wealth management industr…
Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
MB has enhanced its market risk and counterparty credit risk (CCR) management to meet global standards, including: A near real-time VaR calcul…
DBS Bank, one of the largest banks in the Asia-Pacific region, has a long-standing reputation for innovation. With AI becoming a more pervasive…
Morgan Stanley is the first major global wealth management firm to incorporate fractional share allocation as an integral component of its UMA a…
Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up adviso…
OakNorth is integrating climate transition risk into portfolio risk management. ON Climate provides lenders the ability to assess climate transi…
Raiffeisen Bank International, a well-established European bank operating across multiple markets, has been able to rapidly shift from an on-pre…
Can AI do more than just drive internal efficiencies in wealth management? According to one Canadian startup, AI can be the engine powering fina…
For many years Microsoft Excel was the staple application of finance teams. Perhaps one of the earliest “no-code” solutions, the combination of…