The future of the financial industry: 3 critical Customer 360 and personalization trends

Wealth management firms face a critical challenge: operational costs ranging between ¢35 and ¢50 per $1 of revenue are eroding profitability. Agentic AI in wealth management addresses this by autonomously managing trade lifecycles from order processing through settlement, identifying investment opp...

Agentic AI in financial services now touches fraud, AML, onboarding, investment suitability, and servicing. But with 76% of firms planning to implement agentic AI within the next year, the hard part is not the models themselves; it’s ensuring that the data, controls, and integration patterns with e...

By Jason Bloomberg and Eric Newcomer, Intellyx Bitemporal data separates when something happened in your business from when your systems recorded it. For financial services firms managing regulatory reporting, audit requirements, and data quality challenges, this architectural approach provi...

Wealth managers, asset managers, and banks face mounting pressure when it comes to regulatory remediation—the process of responding quickly and accurately to inquiries from regulators like FINRA and the SEC. These demand answers to complex questions about past transactions, communications, and deci...

Structured products are tailored financial instruments that combine traditional securities like bonds or stocks with one or more derivative components, offering investors customized risk-return profiles that standard investments can't match. Currently, the industry is at a technological...

Financial services face significant risks from cybercriminals due to insecure cloud and DevOps practices, leading to data theft, financial losses, and reputational damage. Download our whitepaper to discover effective strategies for securing your ecosystem, from identification and protection to res...

Intelligent interfaces are changing how applications are designed and built, moving from fixed screens to systems that can restructure themselves around the way people actually work. Instead of just swapping content, intelligent user interfaces can decide which components appear, how they are a...