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Faster, Smarter Financial Data Delivery Transforms Advisory Workflows

Distributing data to advisers effectively has long been a difficult task for financial data providers. As advisors depend more on WealthTech platforms for everything from portfolio management to compliance and client interaction, it is now crucial to make sure that accurate, real-time financial data moves seamlessly between systems. However, integrating with several platforms separately frequently […]

MoneyHero Begins Project Odyssey to Boost Profits

Project Odyssey, a group-wide AI initiative by MoneyHero Limited, a digital insurance brokerage and personal finance aggregation and comparison platform in Greater Southeast Asia, aims to boost revenue growth and increase operating margins through intelligent automation and conversational product experiences. The company started deploying its AI-powered Car Insurance SaverBot Beta on WhatsApp in Singapore at […]

Impax Eyes Inflows as Investors Worry About AI Bubble

Investors are increasingly discussing the growing concern of a potential bubble forming within the major tech companies leading the artificial intelligence boom. The “Magnificent Seven” — Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta, and Tesla — now represent nearly 45% of the Nasdaq 100 Index. According to Impax Asset Management Group’s CEO, the firm is strategically […]

Maximor Secures $9M to Automate Finance with AI

AI-driven finance automation platform Maximor has secured $9 million in seed funding, led by Foundation Capital with participation from BoldCap, Gaia Ventures, and a distinguished group of founders, CFOs, and finance leaders from companies such as Perplexity, Zuora, Zoom, Ramp, Gusto, MongoDB, and the Big four accounting firms.   The funding marks a significant milestone […]

HCLTech: Payments Sector Embraces AI Amid Trust Gaps

HCLTech, a global technology company, has released the findings of its most recent research on the payments industry. The study emphasizes that the sector is rapidly evolving toward an AI-powered, autonomous future, while simultaneously grappling with major challenges related to trust, regulatory readiness, and the limitations imposed by legacy systems and infrastructure. The report underscores […]

LSEG and Databricks Collaborate on AI-Ready Finance Data

LSEG and Databricks have announced a strategic collaboration to make LSEG’s market-leading data available directly within Databricks through Delta Sharing. The partnership will initially feature Lipper Fund Data & Analytics and Cross Asset Analytics (including Historical Analytics). Over time, it will expand to include a wide range of trusted datasets such as Pricing, Reference Data, […]