The AI Operating System will sit across the firm's custodian, portfolio management system, CRM, planning and tax software, meeting notes, phone system, email and documents.

Backbase announced today that Datos Insights named it the winner of the 2026 Wealth Management Impact Award in Wealth ...

Novaworks, an AI-native human capital management operating system built on the ServiceNow platform, has launched alongside an $8 million seed funding round led by Stalwart Ventures, with participation ...

The London startup, already working with some of the world’s biggest banks, has taken a strategic cheque from HSBC Asset Management for its “agentic operating system” for financial services. August 11 ...