Digital Wealth: Orion, a $3T+ wealthtech platform, integrates ChatGPT for advisors
Digital Wealth: Orion, a $3T+ wealthtech platform, integrates ChatGPT for advisors
We are at the beginning of AI in human financial advice
Curated News
North America News
⭐🇺🇸 Orion Advisor Technology Goes Live with Industry’s First ChatGPT Integration - Businesswire, May 10, Nebraska
The Redtail Speak application started out as a way for advisors to compliantly message clients, and is now being extended through an integration with ChatGPT. We expect that all chat interfaces in customer service are about to level up their capability for empathy and creativity using machine intelligence. This is why our Long Take this week is this —
🇺🇸 Tema, Backed by Index, Accel and Zinal, Expands Access to Innovative Investment Themes Through Launch of Active ETF Platform - Businesswire, May 8, New York
🇺🇸 Talos Snaps Up D3X Systems To Widen Pre-trade Capabilities - Fintech Global, May 10, New York
🇺🇸 Wealthfront Raises Account Yield To 4.55% After Fed’s Rate Hike - Forbes, May 5, California
🇺🇸 BrickMark Group Announces Strategic Partnership With PreIPO.com To Expand Access To Tokenized Real Estate - Yahoo Finance, May 9, Florida
EMEA News
⭐🇨🇭 Temenos Adds New Advisory Features To Its Digital Wealth Solution - Fintech News, May 10, Geneva
Temenos is one of the world’s largest banking technology providers. While in the US, banking and investent management infrastructure is separate, in other parts of the world such software is part of the same package. We are interested in this joint model, and to see if Temenos can get to the same level of scale in digital wealth.
🇬🇧 Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers - Yahoo Finance, May 10, London
🇧🇪 Accuro Goes Live With Objectway’s Investment Management Service Solution For Private Clients - Businesswire, May 11, Brussels
🇬🇧 Twenty7tec Releases New Digital Marketing Platform For Mortgage, Wealth And Protection Advisers - Finextra, May 10, Bournemouth
Asia Pacific News
⭐🇮🇳 Fintech Startup Fisdom Plans To Launch Portfolio Management Services - The Economic Times, May 9, Bengaluru
Blogs, Webinars, Podcasts
🇺🇸 Key Data Trends Driving Success For Wealthtech Startups - Venture Beat, May 8, California
🇬🇧 European Wealthtech Seed Deal Activity Drops 23% YoY In Q1 2023 - Fintech Global, May 10, London
🇺🇸 32% Of Home Offices Invest In Digital Assets: Goldman Sachs - Investing, May 9, New York
Events & Reports
⭐ 🇸🇬 Endowus Wealth Insights Report 2023 - Endowus, May 10, Singapore
Check out the report to understand the curent economic views across generations in Singapore and Hong Kong.
🇺🇸 Wealth Management Edge - Informa Connect, May 21 - 24, Florida
🇺🇸 Finovate Spring - Informa Connect, May 23 - 25, California
🇬🇧 Innovation In Wealth Management - Professional Wealth Management, June 8, London
🇬🇧Private Banking & Wealth Management London Conference & Awards 2023 - Arena International, June 14, London
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