financial services

Morningstar Direct combines a new interface with purpose-built agents to help clients answer complex questions and make informed decisions.

Marketing with a “monk’s mindset” is not about detachment from results, but about discipline in thinking and clarity in intent. As Anand Sankara Narayanan, CMO, Finance House, puts it, the work deserves your everything. The outcome deserves your objectivity.

Harriet Wakelam discusses why ageing populations demand a fundamental rethink of product design, storytelling, and accessibility—and how AI can help organisations listen, learn, and build more inclusive mobile experiences at scale.

Customer acquisition in financial services is at a tipping point. As AI unlocks radical personalisation and privacy rules reshape data use, marketers must rethink how they measure, target, and convert—before they fall behind.

Banks are trying to keep up with fintech companies that pursue a more product-oriented approach to implementing AI and selling AI-enabled offerings Turkey’s third-largest private bank, Yapı Kredi, recently automated its customer care, operations, and consumer credit departments utilising RPA. Previously, agents would need to manually gather information from different systems and sources to address […]

Careem is shifting its focus from ride-hailing to financial services, in a move that will position the super app as a key fintech player in the Middle East and Pakistan market. After securing regulatory approval and a partnership with First Abu Dhabi Bank (UAE) and its payment solution partner Magnati, Careem can now offer a […]

Salesforce launched CRM Analytics with new innovations that surface AI-powered, actionable insights directly in the flow of work. These technologies help sales leaders, service leaders, and employees across any industry – including financial services, manufacturing, consumer goods, and communications – put data at the centre of every customer relationship and ultimately deliver more personalised experiences. […]

The convergence of blockchain and AI brings new value to finance and healthcare companies. More importantly, blockchain will increase human trust in AI Artificial Intelligence (AI) is here, everywhere. It is becoming a mainstream technology at organisations, according to a PwC report. However, a new study by Cogito found that 26 per cent of consumers […]

Vidyard, the video platform for businesses, announced a year of record-breaking growth, new product offerings, and an expanded partner ecosystem as demand for video tools for virtual selling and digital marketing continues to surge. Wrapping up its most successful fiscal year in the company’s history, Vidyard added more than 5,000 new business and enterprise customers […]