Wealth management stories - Page 3

Salesforce and Anthropic have deepened their AI partnership to deliver secure, industry-specific tools for finance, healthcare, and other regulated sectors.

Australian banks must use AI and personalised service to rebuild trust and enhance customer experience across all age groups and regions.

Azul has launched the TAP program to boost innovation and collaboration within the Java ecosystem, offering partners technical support and access to broader markets.

Sydney fintech Xynon plans to raise up to USD $10 million to grow its adviser-focused wealth platform, integrating Morrison Securities' broker infrastructure.

MongoDB launches AI-powered AMP platform to help enterprises modernise legacy apps faster, with key development and pilots led by its Australian team.

MongoDB has expanded AI search tools to on-premises users and launched AMP platform to speed legacy system modernisation with AI-powered automation.

Max Bonpain has joined Openmarkets as Chief Marketing Officer to spearhead growth and international expansion in wealth and finance sectors.

ISG has sold a 75% stake to Shaw and Partners for NZD $67.5 million, marking a major step in its growth and partnership with Switzerland's EFG International.

Colonial First State deploys GPT-4 AI tools to enhance customer service, advisor support, and efficiency for over three million clients in wealth management.

FNZ and Microsoft have formed a five-year global partnership to integrate AI into wealth management, enhancing digital experiences for advisors and clients worldwide.

Block Earner launches Australia's first Bitcoin-backed home loan, letting investors use Bitcoin as security for deposit finance without selling their crypto.

WeMoney wins three awards including FinTech Organisation of the Year at Sydney's 2025 Finnie Awards, with female leaders also honoured for their innovation.

Backbase appoints Adrian McPhee as CTO to spearhead its AI-powered banking platform, accelerating global digital transformation in the financial sector.

MUFG Pension & Market Services has completed onboarding Perpetual Investment Management as its first group-wide client with a cross-divisional administration mandate.

KX and NVIDIA have launched the AI Banker Agent, an AI system designed to enhance real-time decision-making and client service in global trading markets.

Salesforce launches Agentforce for Financial Services, offering AI agents to automate tasks and boost personalised client engagement in banks and insurers.

Bravura Solutions boosts Midwinter team with senior hires and promotions to fuel growth in financial planning technology across Australia and beyond.

Revolut reported record 2024 results with AUD $4.4m net profit in Australia and USD $1.0bn globally, driven by surging customers and revenues.

Boman Group has appointed Eva Zhuang as a Partner, making her the first woman in the role, as the firm prepares to launch new funds in 2024.

MUSE has unveiled a digital investment platform for luxury assets, enabling investors to trade items like rare handbags and fine wines as investment-grade assets.