Managers of Wealth Americas

U.S. Treasury pushes AML compliance into the AI era

Technology, particularly artificial intelligence, plays a central role in this strategy.

BofA Unveils AI-Driven Capital Markets Insights on CashPro® App

C-Suite and Treasury Teams to Have Consolidated Capital Markets Knowledge In the Palm of Their Hand

Digital Asset Adoption Accelerates Alongside Distributed Ledger Technology Implementation, Broadridge DLT in the Real World Study Finds

The DLT in the Real World 2025 report provides a detailed look at where adoption is taking place

Merck Selects Broadridge to Transform Treasury Operations with Real-Time Account Visibility

The comprehensive solution enables Merck to transform treasury operations with real-time, on-demand access to balance and transaction information of more than 400 accounts globally.

FusionIQ Continues Building End-to-End Digital Wealth Management Platform With Latest Fintech Partnership

Newest Partner, The Greens, Will Enhance FusionIQ Platform; Initial Pilot Will Be Launched With Prominent Credit Union

Broadridge Successfully Delivers ISO 20022 Cash Messaging Capabilities for its Post-Trade Clients

This positions clients well ahead of the November 2025 Swift Standard Release.

Versabank Implements new Internally developed artificial intelligence capablities within core banking technology

New AI Capabilities Enable Real-Time Monitoring of Credit Asset Data, Further Mitigating Risk and Supporting the Bank's Efficiency

FIS Redefines Banking Modernization With Client at the Core

FIS’ proprietary Bank Modernization Framework redefines how banks transform their technology stacks to drive business value and deliver superior customer experiences amid rising regulatory and IT cost pressure demands.

Nubank to Continue Leveraging AI to Enhance Digital Financial Services in Latin America

During a recent discussion, Young outlined how AI is not just a tool but a cornerstone for operational efficiency, customer-centric growth, and democratizing access to personalized finance.

$280 Billion in Average Daily Processed Trade Volumes on Broadridge Distributed Ledger Repo Platform

DLR market data now available on Kaiko's new data application on Canton Network, Broadridge leading the settlement of tokenized real assets

Bybit Launches Private Wealth Management Broker Program to Empower Partners and Drive Growth

The initiative aims to expand Bybit's high-net-worth user base, increase assets under management (AUM) and deliver long-term revenue growth.

Pinwheel + Bankjoy Are Transforming Account Activation with Switch Kit

Financial institutions on the Bankjoy platform can easily offer accountholders a cutting edge onboarding experience that helps them instantly port direct deposits and recurring bills to their newly opened account, cutting ties with legacy banks and consol

oneZero launches innovative FX swap pricing technology for regional banks

The new offering complements oneZero's established suite of FX pricing and trading capabilities.

Broadridge Ranked #3 in the 2025 IDC FinTech Rankings Top 100, Wins Capital Markets Transformation Award

Broadridge remains in the top three ranking for third consecutive year

Advisor360° Wins 2025 WealthManagement.com Industry Award for Next Generation Digital Onboarding

This award recognizes Advisor360°’s newest Digital Onboarding capabilities

Fiserv Continues European Growth by Closing Acquisition of AIB Merchant Services

The acquisition supports Fiserv’s growth in the broader European market, including expanding growth opportunities for Clover, the world’s smartest point-of-sale system, across the region.

Fidelity Investments Launches WealthscapeSM Intelligence and Introduces New, Fully Digital Onboarding Enhancements

The new offerings are designed to help streamline advisor workflows, allowing them to focus more on meeting clients’ evolving needs and long-term investment goals.

77% of Bank Advisors Plan to Incorporate AI into Their Practice

While fewer than half of bank advisors currently use AI capabilities, advisor adoption is expected to substantially increase by 2027

The Private Office Extends Wealth Management Relationship with SS&C

SS&C supports TPO’s digital-first wealth management platform, along with customer service, dealing, custody, settlement services and Client Assets Source Book (CASS) regulatory support.

Wealth and Asset Management Leaders Launch Global Study on AI and Transformative Technologies Reshaping the Investment Industry

In-depth and unprecedented global study, spanning 16 countries, will analyze how investment firms will harness AI across their front, middle, and back offices to meet rapidly changing customer and employee needs