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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 insured. Even the brokers who arranged the liability, home contents, and private pension insurance no…


AI assistants and real wealth data: the wealthAPI MCP server

Connecting an AI assistant to financial data usually means building the interface yourself. For every use case and every client, again and again. That costs time, and it often opens up systems…


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. Without an external agency. And with a team that wanted to prove it could be done. Where It…


The greatest vulnerability in the financial system is its ecosystem

Banks invest billions in their IT security. Firewalls are hardened, systems segmented, access controlled. And yet, damages from cybercrime continue to rise. In Germany, most recently to €289 billion…


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 aggregated, processed, and used. The technical possibilities are impressive—but they come with a core…


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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 accounts, loans and brokerage portfolios are often held at different institutions - which means…



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