Fintech News

APRIL 3, 2025

Arta AI includes three primary agents: an Investment Planner that helps build tailored portfolios, a Product Specialist to guide users through Artas platform, and a Research Analyst to assist with investment ideas and security selection. ” said Ralph Hamers, Senior Advisor to Arta Finance and former CEO of UBS and ING.

AI 73

AI Finance Accreditation Advisors 73

Finextra

JUNE 24, 2025

Quinn says its technology will let clients offer advisor-level onboarding in under 12 minutes, AI-generated financial plans in 30 seconds, and tailored recommendation for upselling and cross-selling. The future of wealth management isn’t about replacing advisors it’s about amplifying them,” says Royi Markowitz, CEO, Quinn.

AI 71

AI Payment APIs and Integration Advisors Multi-Currency 71

CB Insights

JANUARY 26, 2023

The post Prioritizing 8 technologies helping wealth managers and financial advisors maintain a competitive edge appeared first on CB Insights Research. Become a CB Insights customer. If you’re already a customer, log in here.

Advisors 63

Advisors Technology Research FinTech 63

Finextra

JUNE 25, 2025

Home News Wealth Envestnet to sell open finance business Yodlee to PE firm STG Editorial This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community.

Finance 59

Finance Cross-Border Payments Cross-Border Privacy 59

Finextra

JULY 7, 2025

Research by IBM found that about 50% of enterprises in financial services have actively deployed AI, the highest of any sector. JPMorgan Chase (2024) AI Application: Employee productivity and research Experience Impacted: EX - Banking Employee Experience Internal ChatGPT-Like Research Assistant: The largest U.S.

AI 72

AI Fraud Detection Online and Mobile Banking Payment APIs and Integration 72

The Payments Association

JANUARY 22, 2025

Unlocking exciting opportunities in retail James Dennis , Senior Industry Advisor in Retail: In retail, digital ID involves using secure, verified credentials to prove authenticity or meet specific requirements, such as age verification. You can find more insights from our research expert, Oliver Jackson, here.

Security 88

Security Online and Mobile Banking Credential Verification 88

Finovate

APRIL 24, 2025

A newly announced strategic partnership between BehaviorQuant and Quantlake is designed to bridge the gap between research and investor expectations. Headquartered in Austria, BehaviorQuant made its Finovate debut at FinovateEurope 2023.

Assessments 64

Assessments Risk Advisors Research 64

PCI Security Standards

AUGUST 13, 2024

In 2002, he founded S2 Intelligence, a think tank to support organizational innovation through grounded research. He served as an independent advisor to a long list of multinationals, state and federal governments, universities, and science labs. When not speaking, he writes novels about the near future.

Advisors 112

Advisors Government Governance Innovation 112

The Fintech Times

MARCH 10, 2025

Recent Datos Insights research indicates that 91 per cent of surveyed financial institutions (FIs) are making significant or moderate investments in payment modernisation. However, many still rely on legacy AML compliance systems built for fewer payment rails, most of which are not aligned with real-time settlement workflows.

Money Laundering 59

Money Laundering FinTech AML Payment Message 59

Fintech Finance

JUNE 10, 2024

Karma Wallet , a fintech company and ecosystem enabling sustainable consumer spending, today announced the appointment of Douglas Sabo, former Visa Chief Sustainability Officer (CSO), as a Strategic Advisor to the company.

Advisors 52

Advisors Debit Card Consumer Acquirers 52

The Fintech Times

JULY 3, 2025

The trusted advisor role has eroded as bankers become increasingly burdened by operational tasks, diverting focus from supporting business owners. Research shows small businesses increasingly want financial advice (up 28 per cent since 2018), not just transactions. Since launch, how has your company evolved?

Small Business 59

Small Business Advisors Consulting Credit Union 59

Finextra

JULY 10, 2025

Home News Wealth Alternative investment platform iCapital raises $820m Editorial This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community.

Advisors 59

Advisors Regulatory Compliance Privacy On-Demand 59

Finextra

JUNE 8, 2025

The real contest is not between crypto and fiat,” said a former BIS advisor. But what it offers in return is not another fintech app. It offers programmable dollars - fiat with superpowers. It’s between programmable value and static money.” With MiCA rolling out in Europe and PayPal’s PYUSD launching in the U.S.,

Stablecoins 69

Stablecoins Payment APIs and Integration Treasury BNPL 69

Finextra

JULY 8, 2025

Home News Wealth Revolut launches stocks and shares ISAs and ETF investment options Editorial This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community.

Payment APIs and Integration 64

Payment APIs and Integration Privacy Research API 64

PYMNTS

SEPTEMBER 27, 2020

“When everybody has to move to homeworking, everyone has to become their own cybersecurity expert and make their personal network as robust as they can,” Roderick Jones, founder of cybersecurity protection group Concentric Advisors told FT. Otherwise they risk exposing their corporate information.”.

Security 129

Security Cybersecurity Breach Crime 129

Finextra

JUNE 13, 2025

Based on industry research and expert insights, here are five pivotal trends redefining mobile banking. Key features include: Real-time chatbots handle 85% of customer queries instantly, per Juniper Research. These capabilities make banking apps feel like personal advisors, enhancing user engagement and financial decision-making.

Mobile Banking 52

Mobile Banking Payment APIs and Integration Embedded Finance AI 52

Fintech News

FEBRUARY 13, 2024

Iwan, who spearheaded the company from its inception in 2015 until June 2023, transitioned out of his role following a meticulously planned year, continuing as a board member and advisor until October last year. Currently, he is involved in several research projects, product prototyping, and policymaking in this field.

Advisors 113

Advisors Risk Management Research FinTech 113

Finextra

JUNE 30, 2025

A few highlights: JPMorgan launched a ChatGPT-like internal tool (“IndexGPT”) to assist wealth advisors with research. Morgan Stanley rolled out a GPT-4 powered assistant for its financial advisors (to query internal research databases). Notable Developments 2024 In 2024, U.S.

AI 69

AI Finance Fraud Detection Use Case 69

PYMNTS

JANUARY 7, 2021

WeLink said it will use the infusion of investment dollars from Digital Alpha Advisors , which focuses on digital infrastructure, to speed up its growth plans in the Las Vegas area, while also moving into two new metro markets, Phoenix and Tucson, as well in the first quarter. The company cites research showing as many as 77 percent of U.S.

Finance 97

Finance Advisors Addressing Research 97

Finextra

JUNE 23, 2025

Shirley Powell, Head of Strategic Communications   An accomplished communications strategist and advisor to senior executives, Shirley joins to lead Finastra’s corporate and strategic communications. She will work closely with the CEO and leadership team to drive clarity, alignment, and engagement across all stakeholders.

Payment APIs and Integration 52

Payment APIs and Integration Authorization Privacy Research 52

PYMNTS

NOVEMBER 10, 2020

Treasury Department is researching use cases for a central bank digital currency (CBDC), as well as drafting regulatory proposals for private stablecoins, U.K. Regulators are slow, and there’s a reason we’re slow,” she said, speaking at CoinDesk ’s Bitcoin for Advisors event. “We

CBDC 67

CBDC Use Case Privacy Cryptocurrency 67

Finextra

JULY 8, 2025

It gives businesses and their advisors clarity, control and confidence over how money moves, whether paying suppliers or getting paid faster by customers. Recognising the impact on cash flow and business viability, the UK Government has reinforced its Fair Payment Code, urging prompt payment practices across supply chains.

Cross-Border Payments 52

Cross-Border Payments Cross-Border Accounts Payment APIs and Integration 52

CB Insights

DECEMBER 10, 2020

Below, we take a look at how tech companies are unbundling Bank of America’s front office, from consumer deposits and payments to equity research and business credit cards. . This has provided an opportunity for other research providers to gain market share among banking clients. . Category breakdown . Consumer payments.

Credit Cards 101

Credit Cards Advisors Venmo Small Business 101

The Fintech Times

APRIL 8, 2025

Job moves Cache , a fintech firm offering specialised products for managing large, concentrated stock positions for individuals and their advisors, has appointed Aaron White , an experienced professional boasting 16 years of experience in wealth management, as head of investor solutions.

FinTech 59

FinTech Settlement Non-Bank AI 59

CB Insights

APRIL 3, 2023

For example, Morgan Stanley is using OpenAI-powered chatbots to assist financial advisors as a knowledge resource that leverages the firm’s internal repository of research and data. The post 3 applications of generative AI in financial services appeared first on CB Insights Research. Become a CB Insights customer.

AI 77

AI Advisors Research Posting 77

CB Insights

SEPTEMBER 30, 2020

Amid the Covid-19 outbreak, robo-advisors and online brokerages reported record-high user activity, as the pandemic accelerated digital adoption. The post Wealth Tech Market Map: 110+ Companies Building The Next Generation Of Wealth Management Tools appeared first on CB Insights Research.

Advisors 80

Advisors Research Posting 80

The Fintech Times

MARCH 14, 2025

Nearly 1 in 4 (23 per cent) young people said they go to financial advisors or professionals for investment advice or information, whereas much fewer (15 per cent) said they would go to social media platforms. The research also shows that Gen Z wants to invest sustainably but prioritises financial outcomes.

Finance 59

Finance Financial Literacy Advisors Laws 59

CB Insights

DECEMBER 15, 2020

According to Refinitiv, financial advisors that incorporated digital tools saw a 77% increase in client retention. However, market volatility is proving that investors still want relationships with human advisors, who remain a critical part of wealth management.

Posting 87

Posting Advisors B2C Acquirers 87

CB Insights

JANUARY 25, 2021

Europe-based wealth tech companies are leveraging online platforms, software, and other tools to provide alternative ways for retail investors and advisors to invest or manage money. The post 75+ Companies Reinventing Wealth Management In Europe appeared first on CB Insights Research. Become a CB Insights customer.

Advisors 77

Advisors Participant Research Posting 77

Fintech Finance

MARCH 31, 2025

Exploring topics from accommodation preferences and high-end advisors to payment security and choice, the findings suggest that to meet travelers’ demands, providers will need to offer seamless customer experiences and exclusive experiences that are personalized, high-touch and frictionless from start to finish.

Advisors 81

Advisors On-Demand Credit Cards Security 81

Finextra

JUNE 11, 2025

Sign in Sign up News Latest news Company updates Long reads TV Research Events All Conferences Webinars Popular Community Community latest Latest expert opinions Groups Search members Jobs APIs Sign in Sign up News Back News Latest news Company updates Long reads TV Research Events Back Events All Conferences Webinars Popular Community Back Community (..)

Consumer 52

Consumer Payment APIs and Integration Payments Microtransactions 52

PYMNTS

SEPTEMBER 20, 2020

A former contractor for the Australian government’s Commonwealth Scientific and Industrial Research Organization has been sentenced to 300 hours of community service after pleading guilty to using the agency’s supercomputers to mine cryptocurrency, according to CryptoNewsPipe.com. The analysis data from Arcane Research shows around 577.6

Bitcoin 67

Bitcoin Advisors Cryptocurrency Governance 67

The Finance Weekly

JANUARY 22, 2024

Assist with risk management, audits, and research. Problem-Solving Skills CFOs tackle financial issues within an organization, requiring analytical, research, creative, and decision-making skills. This is crucial because CFOs are vital in establishing connections with external partners like bankers, lawyers, and communication advisors.

Risk Management 130

Risk Management Finance Advisors Treasury 130

CB Insights

MARCH 22, 2023

The retirement investment market includes companies that aim to improve advisors’ retirement offerings by providing payroll integrations and other retirement-focused portfolio-building solutions within the same platform. Become a CB Insights customer. If you’re already a customer, log in here.

Advisors 59

Advisors Payroll Research Posting 59

Fintech News

OCTOBER 13, 2024

This tool uses a sophisticated AI stack that combines large language models (LLMs) with various AI/ML models developed by Arta’s researchers. The company also welcomed Ralph Hamers, former CEO of UBS, as an external senior advisor to guide the company’s global growth strategy.

Finance 109

Finance Accreditation AI Advisors 109

CB Insights

MARCH 22, 2023

Business-to-business (B2B) companies in this market provide financial advisors and portfolio managers with access to alternative investment opportunities as well as related educational material that they can integrate into their client portfolios. Want the full expert post? Become a CB Insights customer.

Advisors 66

Advisors B2B Research Posting 66

The Fintech Times

JANUARY 31, 2025

The firm claimed its funds were screened to exclude bond issuers with activities in the likes of fossil fuels, although the Australian Securities and Investments Commission found that as much as 74 per cent of the securities in the fund (by market value) were not researched or screened against applicable ESG criteria.

FinTech 64

FinTech Audit Financial Inclusion Advisors 64