FinLoom·Oct 22Robo-Advisor Asset Totals Depend on What a Platform CountsA robo-advisor can report rising assets even when customers contribute less new money. It can also report a large platform total that…
Alex Zarifis·Sep 2Building trust in financial robo-advisory and overcoming ethical challengesMost financial institutions can meet their short-term targets by offering attractive services. However, the best financial institutions go…
Andrew Yakush·Jul 19Why robo-advisory failed the first time – and how to do it rightThe first generation solved access. It never solved context.
Otun Stephen Gbenga·Apr 5AI and the Future of Personal Finance: Will Robots Be Your Next Financial Advisor?From budgeting apps to robo-investors: the new era of financial intelligence.A response icon3
Rahul R·Feb 7How Will Agentic AI Shape Finance Operations in the Future?It takes just a few hours instead of days — that’s what you can expect from your finance team if you bring Agentic AI into finance. See…
