Category Archives: News

Why Banks Must Personalize the Customer Journey Before Making an Offer

Traditional banks and credit unions are under growing pressure from fintech companies and neobanks that...

Consumers Are Already Connecting Their Bank Accounts to AI: What Financial Institutions Need to Know

By Ben Udell, Founder of Ben Udell Consulting While banks and credit unions continue debating...

Portfolio Management Leads Asset Management AI Adoption at 64%, Survey Finds

Portfolio management is experiencing the strongest impact from artificial intelligence across the asset management industry,...

UK Leads Europe’s WealthTech Market in Q2 2026 Despite Sharp Drop in Investment

The UK remained Europe’s leading WealthTech market in the second quarter of 2026, accounting for...

AI Guardrails Can Help Banks Innovate Responsibly While Preserving Customer Trust

Artificial intelligence is rapidly changing how financial institutions detect fraud, serve customers, evaluate risk and...

Global FinTech Funding Falls 56% in H1 2026 as Top Deals Span Seven Countries

Global FinTech investment declined sharply in the first half of 2026, while the geography of...

European FinTech Funding Set to Rise 18% in 2026 as Smaller Deals Gain Momentum

European FinTech investment is showing signs of steady recovery, with funding rising during the first...

Why Banks Must Move Beyond Account Opening to Embrace Lifecycle Onboarding

For many banks, onboarding ends the moment a customer opens an account. The institution presents...

Why Banks Need Better Customer Data to Deliver Truly Personalized Marketing

By Jim Marous, Co-Publisher of The Financial Brand, CEO of the Digital Banking Report, and...

Why High CX Scores Don’t Always Drive Growth: What Banks and Credit Unions Miss

Strong NPS and happy customers don’t automatically mean a growing balance sheet. Here’s why financial...