Vertical AI is emerging as a groundbreaking force in the banking and financial services sector, specifically designed to cater to distinct areas such as lending, payment processing and the fight ...

For many consumers, handling their finances—from building household budgets to evaluating big purchases to managing retirement savings—can be intimidating. With minimal time and a layperson’s ...

Back in April 2018, Michael Kitces published the first “Financial Advisor FinTech Solutions Map” in its current form. That infamous map is of great help to firms and advisors reflecting on their tech ...

National bank collaborates with university to gain insights that can fuel innovation and financial access. Pathward®, N.A. and the Georgia Tech Financial Services Innovation Lab, housed in the ...

As retail investors increasingly expect comprehensive financial planning from their wealth advisors, a new report from Cerulli Associates suggests that technology –particularly artificial intelligence ...

Artificial intelligence in advisor tech is about to get very interesting. Several years after the AI tech boom, I believe we can lay to rest the fears that these tools will replace human financial ...

Addleshaw Goddard recently hired Chris Tart-Roberts to build a financial services tech solutions team. Tart-Roberts started his career representing financial services firms and spent the past 12 years ...

As AI, cloud, and other technology investments soar, organizations have to make investment decisions with increased speed and clarity. Practices like FinOps, IT financial management (ITFM), and ...