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Posts Tagged ‘AI in Financial Services’

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Winning the Next-Gen Investor: Preparing for the Great Wealth Transfer

The financial services industry stands at the edge of the largest wealth transfer in history. Over the coming decades, an estimated $124 trillion will shift from Baby Boomers to their heirs, primarily Gen X, Millennials, and eventually Gen Z. This generational shift brings both complexity and opportunity. Firms that take time to understand the evolving expectations of […]

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External Forces Reshaping Financial Services in 2025 and Beyond

The financial services industry is entering a new era defined by rapid transformation, constant disruption, and unprecedented opportunity. Digital-first client expectations, shifting demographics, and evolving market dynamics are reshaping how institutions operate, engage, and grow. At the heart of this evolution is a powerful convergence: the rise of AI, the acceleration of intergenerational wealth transfer, […]

How Leading Firms Are Acting on 2025 Wealth and Asset Management Trends

Wealth management firms are under pressure to deliver more—faster, smarter, and with greater precision. The conversations we’re hearing aren’t about what might happen in the future, but rather about what needs to happen now. Earlier this year, we published 5 Leading Digital Trends Shaping Wealth Management in 2025, outlining the macro shifts redefining the industry. […]

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An Introduction to PAPSS – Pan African Payment and Settlement System

In existence since just July of 2019, the Pan African Payment and Settlement System (PAPSS) has in many ways surpassed the payment and settlement process of the western banking world. PAPSS enables the efficient flow of money securely across African borders to minimize risk and thereby contributing to financial integration of the African continent. PAPSS […]

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Recap: Writer and Perficient Generative AI Event in NYC

In the past 12 months, Artificial Intelligence has gone from a future technology that has the potential to be revolutionary to a must have to remain competitive. From August 2022 to August 2023, “How to use AI” has skyrocketed on Google Trends by 507% with many leading innovators believing that this is the next internet […]