Artificial Intelligence

How UK challenger bank Tandem is personalizing its mobile app

  • Tandem Bank, one of the U.K.'s biggest challenger banks, is working with tech company Personetics to deliver personalized finance recommendations to customers based on data
  • The move is the latest among U.K. challenger banks to 'own' the PFM space, adding pressure on incumbents to innovate
Suman Bhattacharyya | February 07, 2018
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How UK challenger bank Tandem is personalizing its mobile app

 

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Artificial Intelligence, Banking

Meet ‘Ruth’: TruStone Financial’s rethinks its CX strategy with chatbot

  • What makes TruStone Financial's chatbot, Ruth, a helpful tool for credit union members?
  • We explore TruStone’s hurdles before launching chatbot Ruth, post-implementation results, and areas where the CU can improve.
Sara Khairi | January 16, 2025
Artificial Intelligence, Business of Fintech, Designing new products, Innovation

Looking back and moving forward: 2025 trends for Open Banking and Gen AI

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Rabab Ahsan | January 07, 2025
Artificial Intelligence, Designing new products, Future of Investing, The Quarterly Review

The Quarterly Review: Public’s Leif Abraham on three new products, simplification, and AI-washing

  • In this edition, we check back in with Public's Leif Abraham to see how his plans to build towards guided portfolios and AI integrations in the investment flow panned out.
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Rabab Ahsan | December 10, 2024
Artificial Intelligence, Banking, Designing new products, Innovation, Partner

The call for Gen AI and why banks are slow to answer it

  • While fintechs are rolling out AI-driven tools for wealth management and tax planning, banks remain cautious, focusing on internal productivity rather than customer-facing products.
  • Apart from the compliance hurdles banks may be facing when it comes to deploying Gen AI, another reason for their slow movement may be the perceptions of their core consumer segment.
Rabab Ahsan | November 26, 2024
Artificial Intelligence, Future of Investing

How Farther is building a wealth management platform in the age of AI

  • Farther is a technology-centric wealth management firm, with AI playing a pivotal role in differentiating the company from traditional wealth management firms and Registered Investment Advisors (RIAs).
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Sara Khairi | November 14, 2024
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