Technology

Wealth management firms have traditionally grouped clients according to investable assets, using wealth thresholds to determine service eligibility, adviser access and commercial priorities. Although these categories remain useful for managing resources, they do not fully explain what clients need...

Wealth management firms increasingly need to connect client information across portfolio systems, financial planning tools, customer relationship management (CRM) platforms and service records. When these systems operate separately, advisers may have to assemble financial information manually, teams can work...

Artificial intelligence is changing how wealth management professionals research markets, prepare financial plans, analyse portfolios and manage client relationships. Rather than replacing the entire advisory process, AI is increasingly being considered for tasks that involve organising information, preparing documentation...

The transfer of wealth between generations is creating a client retention challenge for wealth management firms. When assets pass to spouses, children or other beneficiaries, the relationship with the existing adviser does not necessarily continue. Firms must therefore prepare...

Establishing a wealth management relationship involves more than opening an account. Firms must collect client information, verify identity, complete documentation, assess financial circumstances and satisfy applicable compliance requirements before services can begin. Digital onboarding is becoming an important operational...

Facephi has partnered with CRIF to strengthen digital identity verification services for financial institutions and other businesses, combining Facephi’s facial biometric technology with CRIF’s expertise in credit information, risk management and digital solutions. Announced on 6 October 2026, the...

CaixaBank has announced an expanded strategic agreement with Google Cloud, reinforcing its technological capabilities across artificial intelligence, data management, data analytics, and cloud infrastructure. The move builds on an alliance first established in 2023 and now extends the collaboration...