Open Banking Meets Insurance Consulting: How Unidentified Debits Lead to Concrete Appointments
Insurance… We all know it: once taken out, they are forgotten in a drawer. And not just by the…
AI assistants and real wealth data: the wealthAPI MCP server
Connecting an AI assistant to financial data usually means building the interface yourself. For…
A Note from Us: The wealthAPI Website Has a New Design
We sharpened wealthAPI's positioning - and then decided to rebuild the website ourselves. With AI.…
The greatest vulnerability in the financial system is its ecosystem
Banks invest billions in their IT security. Firewalls are hardened, systems segmented, access…
ISO 27001 certification: Why information security is non-negotiable for financial service providers
Open Banking and API-based business models have fundamentally changed how financial data is…
Those Who Don't Invest in the Customer Interface Today Will Lose the Customer Tomorrow
The Silent Shift: Banks and the Question of Relevance in Digital Financial Life Customers' current…
The Smart Compliance Assistant: How Technology Relieves Human Expertise and Minimizes Errors
In the compliance departments of financial institutions, the main focus is often on administrative…
Between Regulation and Reality: Why Investor Questionnaires Are an Opportunity
"How much money do you want to invest? What is your risk appetite? What experience do you have with…
The EU AI Act for Fintechs and Banks: Obligations, Risks, and Compliance Steps
The financial sector has always been a pioneer in the use of data and algorithms; now it is…
wealthAPI at the Digital Finance Conference in Berlin
On November 18th, Bitkom (Germany's digital association) and Payment & Banking (a leading media…