4 charts that show the opportunities and challenges of RPA

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.

Artificial Intelligence, Business of Fintech, Designing new products, Innovation

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

• Dive into how Open Banking and Gen AI impacted the industry in 2024 and how we think adoption is going to fare in 2025.
• Adoption for both Open Banking and Gen AI is gaining momentum. Open Banking is spurred on by rulemaking and Gen AI is still riding the hype cycle.

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.
• Abraham dives into how Public's new products are helping the company differentiate and crystalizing its role in the industry.

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.

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.