In this FastChat video, Atria Wealth Solution’s Brian Bichler explains that, by integrating cutting-edge technology with human connectivity, advisors can ensure that their services are aligned with ...

The era of hyper-personalization has hit financial services in a huge way. Last year, 18% of investment in fintech went into personalized financial management according to Dealroom, while the rise of ...

In the world of wealth management, even as assets under management have grown, rising costs and fee compression are squeezing profit margins in an increasingly competitive market. At the same time, ...

Hyper-personalization is ushering in a new era of customer intimacy with experiences that are uniquely tailored for each individual customer. Whether through individualized messaging, curated product ...

The bank’s marketing strategy means customers receive tailored service offers that match their personal requirements and circumstances. TSB Bank is using a ...

Co-authored by Nigel Bairstow, Ph.D., and Meezab Fatima Khan, Research Assistant Artificial intelligence has quietly reshaped the way we shop, listen to music, and even decide what to eat for dinner.