Wealth-tech trends: data orchestration, automated advice, safer APIs. Who will lead?

Curious how Intrinio supports diverse use cases—from startups to institutions? This FAQ blog breaks down available data types (fundamentals, prices, options, ESG, ETFs), simple trials, and pricing transparency. Essential reading for product and strategy leaders. https://hubs.ly/Q03CxXMk0 #Fintech #FinancialData #API #UseCases #DeveloperExperience

Only 12% of companies are fully real-time (Source: Gartner). The remaining 88% are grappling with wasted resources and missed opportunities. Why? Because fintech doesn't reward the slow. Your tools need to launch quickly, perform under pressure, and evolve with your business. Or risk losing momentum, money, and mature leads. That's why at DATS, we focus on: – Speed: faster builds that don’t compromise quality – Performance: systems designed for scale – Integration: tools that play well with what you already use – Automation: fewer manual processes, more efficiency Switch to better today. Switch to a company that's building for the 88% — fast. #DATS #FintechfortheFuture #RealTimeSolutions #SmarterBusiness #FastFintech

In today’s dynamic financial landscape, efficiency and scalability are no longer optional—they are critical for growth.   Process Engineering enables financial institutions to streamline complex workflows, eliminate redundancies, and design systems that are resilient and future-ready.   Operations Automation takes it a step further—reducing manual intervention, minimising errors, and ensuring faster, data-driven decision-making.   The result?  Increased productivity  Lower operational costs  Enhanced compliance & risk management  Superior customer experience   As fintech evolves, organisations that embrace process-driven automation are not just improving operations—they’re redefining what financial services can achieve.   #Fintech #Automation #ProcessEngineering #DigitalTransformation #FinancialServices

Want to build fintech solutions with modern, scalable data infrastructure? We explain our core mission and tech foundations in this video. It’s a smart watch for product and engineering teams aiming to modernize data delivery. https://hubs.ly/Q03ClHZW0 #FinancialData #Fintech #APIs #DataInfrastructure #ModernFinance

Quick Tip: Transitioning from legacy systems to modern, or AI-driven solutions is essential for asset managers striving for operational efficiency and accuracy. With real-time data processing, you can make faster, more informed decisions, reducing risks and capitalizing on market opportunities. 👉 Read more in the comments! #Fintech #AssetManagement #AIDrivenFinance #AccioAnalyticsInsights

Digital transformation in wealth management is no longer about “going digital.” It’s about being client-centric. Our internal research at Valuefy shows a clear pattern: Wealth tech firms that put client-facing digital processes first—like real-time portfolio analytics, personalized recommendations, and frictionless onboarding: see up to 2.3x superior outcomes compared to others. Top areas where successful firms pull ahead: 2.3x better in real-time portfolio analytics & reporting 2.1x better in automated onboarding & KYC 1.9x better in personalized investment recommendations The message is simple: client-centric design = transformation success. But here’s the bigger question I’d love your thoughts on: Do you think the industry still over invests in back-office digitization at the cost of client experience? Or are we finally moving into a world where client journeys dictate tech roadmaps? Would love to hear from wealth managers, fintech leaders, and digital transformation experts: Which of these areas is most critical in your view—and which is most overlooked? #WealthTech #DigitalTransformation #ClientCentricity #WealthManagement #AIinFinance

🚀 Robo-Advisors: The Future of Wealth Management 🚀 The wealth management landscape is evolving rapidly with Robo-Advisors leading the digital transformation. These AI-powered platforms provide personalized investment advice, portfolio management, and financial planning — all at a fraction of the cost of traditional advisors. Why it matters: Accessibility: Democratizes investment advice for retail investors. Efficiency: Automated portfolio rebalancing saves time and reduces human error. Cost-Effectiveness: Lower fees make wealth management accessible to more clients. Data-Driven Insights: Leverages AI and analytics for smarter investment decisions. As digital banking and fintech solutions continue to grow, integrating Robo-Advisors into wealth management strategies is not just an option — it’s becoming a necessity. 💡 The future is personalized, automated, and intelligent investing. #DigitalBanking #FinTech #DigitalTransformation #BFSI #Consulting

Fintech platforms are no longer just consumers of market data—they’re creators. Platforms now generate proprietary analytics, custom indices, and derived datasets that can be monetized or used to enhance products. The next wave? APIs that blend market data + proprietary insights into a unified delivery stream. #Fintech #DataMonetization #MarketData #APIs #ProductStrategy

InRule® Partners with Advanced Financial Solutions to Accelerate Decision Automation for Financial Institutions in the Middle East https://lnkd.in/dYG5DZ5c #AdvancedFinancialSolutions #CROFirst #DecisionAutomation #DecisionIntelligence #Fintech #InRule #machinelearning #News #partnership #processautomation #TechnologyandInnovation

🚀 Fintech is evolving faster than ever — is your business ready? At Advanedge Consulting, we empower financial institutions and fintech startups to stay ahead of the curve. In our latest video, we share the Top 5 Fintech Consulting Needs for 2025 that every organization should focus on: ✅ Regulatory & Compliance ✅ Core Banking Implementation ✅ Risk & Security Management ✅ Digital Payments & Transformation ✅ Data Analytics & Customer Insights Whether you’re scaling a startup or modernizing legacy systems, these areas are critical for long-term success. 🌐 Learn more: https://lnkd.in/g-kBzYhC 📺 Watch the full video here 👉 https://lnkd.in/gyes2pu4 Let’s build the future of finance together. 💡 #Fintech #Consulting #AdvanedgeConsulting #DigitalTransformation #FutureOfFintech