News and Insights

Appointing a wealth manager is often a big decision for a client. After all, a client is taking a substantial gamble by choosing someone to manage the future direction of their savings or capital. As part of their customer service experience, and their overall reassurance that they have appointed the “right” wealth manager, a client

Author: Kevin Phillips, Director of Solution Engineering Working with digital banking clients on both sides of the Atlantic, I’ve had the unique opportunity to observe the remarkable similarities between US credit unions and UK building societies. Although they operate under different regulatory frameworks and financial landscapes, their shared mission and operational principles have remained steadfast

LONDON AND SALT LAKE CITY, MARCH 4TH, 2025: Fintilect, the AI-powered hyper-personalized digital banking provider for financial providers across the globe, has appointed Lindsay Soergel as CEO. Lindsay has over 25 years’ experience as a senior technology delivery and customer operations executive in banking and fintech, supported by extensive success in cross-industry e-commerce and data-driven

The wealth management sector is one characterized by significant ongoing change and evolution across virtually all its many components. One of the main drivers of this change is digital transformation. Firms are increasingly recognizing that clients demand to be understood more deeply than ever before and expect to be treated as very specific individuals. The

The Savings Challenge   With rising living costs and stagnant wages, saving money is more challenging than ever—especially for Millennials and Gen Z. Unlike previous generations, they don’t have the same financial stability or savings habits. Yet, banks, building societies, and credit unions continue to focus on traditional deposit models that cater to older generations.

With the cost of motoring rising faster than inflation and vehicle prices—both new and used—continuing to climb, consumers are increasingly turning to finance when purchasing their next car. At the same time, ongoing financial pressures mean customers are more inclined to shop around for the best possible deal. Acquiring new customers is already a challenge,

United Kingdom, 2025 – Fintilect, a leader in financial technology and intelligence solutions, has been recognised at the esteemed UK Finance Awards 2025 by SME News Magazine. The company has proudly secured two prestigious accolades: Best AI-Driven Banking Experience Platform 2024 and SME Client Service Excellence Award 2024. This recognition underscores Fintilect’s unwavering commitment to

Wealth management is one of the many branches of the overall financial services sector that is undergoing rapid evolution. This wholesale change is being driven by multiple factors; everything from technology to ESG, and from changing client demographics to a constantly changing regulatory framework. However, arguably the biggest change is being driven by digital transformation

Fintilect has appointed fintech expert Richard Fraser as a non-executive director as it continues to deliver the most advanced, AI-powered hyper-personalized digital banking experiences available in the market today. Richard, who has over 45 years’ experience within the financial technology sector, will work alongside the Fintilect leadership team to launch new solutions for banks, building