Managers of Wealth Americas

Citi Global Trade Uses AI to Digitize Compliance in NextGen Project

This real-time solution will help us to be able to more efficiently detect transactions with potential compliance concerns up front

Northern Trust's Data-Driven Transformation: Integrating the Human and Technology Dimensions

The firm currently services more than $10 trillion in assets for corporations, institutional investors, and high net worth customers.

BMO Announces New Technology & Innovation Banking Group to Accelerate Technology Practice

BMO has a strong North American banking business, and customer relationships are at the heart of this strength.

The power of a technology partner

Our Client Advocates develop meaningful relationships with their firms so they can get to know each business, and offer up impactful advice.

Puerto Rican Bank Opens For Crypto Traders, Looks to Become Global Crypto Zone

The bank is an unit of Mercantile Global Holdings.

Marsh unveils commercial blockchain solution for proof of insurance in US

Marsh said the initial roll out will include a self-service digital app for a select group of clients, that will be able to easily search, view, issue, and re-issue their certificates of insurance on-demand 24 hours a day.

As US Social Security Crumbles, Millennials May Turn to Crypto

Millennials are going to have to be more self-reliant than older generations when it comes to retirement.

Fear of being left behind forces insurers to embrace AI: Flyreel CEO

The company said it intends to use the proceeds to fulfil customer demand

A Robo Impact Investing Tech Platform Adds A Place-Based Option

For social entrepreneurs focused on local economies or other relevant issues and who are seeking funding, it's also a noteworthy development.

Wealthfront’s new high-yield accounts bring in $1 billion in just a few months

“As fintech and client-friendly companies come into the banking space there’s been a rude awakening,” Carroll said.

Bill Gates is committed to giving away his fortune — but he keeps getting richer

Gates is now worth $100 billion. Why is it so hard to give money away?

Bitcoin Trader Targets Wells Fargo in $18M Fraud Suit

Wells Fargo is accused of failing to investigate a Georgia attorney’s law firm trust accounts after the bank was informed she was likely using the accounts to facilitate fraudulent transactions.

Chilean Gov’t Calls For More Regs On Crypto, FinTech; British Virgin Islands Partner With Blockchain Co

In other news, the British Virgin Islands has announced a partnership with LIFElabs.io that will provide rapid access to funds in the event of an emergency.

U.S. banking giant JPMorgan expanding blockchain project and payments to 220 banks

According to The Financial Times on Sunday, the head of global clearing at JPMorgan John Hunter the banking giant is “looking at the ability to do more at the point of settlement.”

How tech founders are trying to disrupt — and replicate — the Giving Pledge

Silicon Valley billionaires can make promises to give away fortunes to charity. Why can’t the rest of us?

TD and Microsoft Enter into a Strategic Relationship to Power the Future of Digital Customer Experiences

Engaging Microsoft to help support the Bank's digital transformation journey

Crypto compliance startup Chainalysis raises funding from MUFG, Sozo Ventures

Chainalysis is known for its work in helping law enforcement, regulators, and businesses including banks track flows of cryptocurrency to spot illicit activity.

Broadridge to Acquire Retirement Plan Custody and Trust Assets

The acquisition of TD Ameritrade’s retirement plan custody and trust assets represents the continued expansion of Broadridge’s Matrix Financial Solutions (“Matrix”), a best-in-class mutual fund and ETF trade processing platform for

Envestnet Selects INVENT for Systems Architecture and API Strategy Partnership

Innovative software development consulting firm will help service and deliver Envestnet's OpenENV API for Enterprise Clients

Women Leading The AI Industry

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