‘They’re highly active’: Inside TD Ameritrade’s integration with WeChat

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).
• However, in Farther’s framework, AI is the dependable supporting actor, essential to the storyline but never the protagonist.

Artificial Intelligence, Banking, Culture and Talent

Small bank, big moves: How a Maine-based bank is bringing over a thousand employees on its AI journey

• Bangor Savings Bank is building employee skills in AI and data fluency, creating a workforce ready for the AI era and countering fears of job displacement.
• The bank is using social learning, and role-based training to upskill its employees, as well as build a better foundation for its future initiatives.

Artificial Intelligence, Innovation, Partner

Generative AI in Finance: A Team Member or a Tool?

• Generative AI is transforming industries like finance by streamlining data analysis, boosting creativity, and accelerating professional learning.
• To harness AI's power effectively, financial institutions should establish clear guidelines and training to mitigate the risks of over-reliance on this technology and improve its reliability.

Artificial Intelligence, Path to growth, The Quarterly Review

The Quarterly Review: Current’s CTO Trevor Marshall’s working on building better models and shooting for step function improvements

• CTO of Current Trevor Marshall dives into his focus on optimization and building better tools for his teams.
• We also get a novel look at what success means to a neobank's CTO and summarily, 1% to 5% improvements aren't enough.

Artificial Intelligence

How DBS Bank uses a human-AI synergy approach to enhance customer experiences and improve efficiencies

• Nimish Panchmatia, Chief Data & Transformation Officer at DBS Bank, shares insights into the bank's strategic AI implementation.
• He discusses how DBS balances innovation with responsibility, enhancing customer experiences while focusing on ethics and risk management.