CEO and CTO behind FriedmannAI explain how generative AI tools can work at the core of a planning platform
Bank of Canada demands cash-like backing as Ottawa moves to regulate stablecoins
Report warns autonomous agentic AI could reshape banking operations, governance, and investor expectations
COO explains that it’s not market volatility or the rise of robo-advice that threatens the industry
Study shows AI‑savvy advisors gain time, sharpen advice and build a head start on future client flows
In today’s hyperpersonalized environment, investors expect a reporting experience as intuitive and engaging as the digital platforms they use every day. This shift demands advanced technology capable of delivering personalization at scale
