How can artificial intelligence be effectively integrated into advisory workflows and operations?
On monday, 16 January 2026, in Frankfurt, fincite Harvest Group organised an event with a clear ambition: to bring AI-enhanced wealth management to life.
In the presence of Michael Mueller, Industry Advisor at Microsoft, Friedhelm A. Schmitt, Founder & Co-CEO of Fincite, and Paul Kammerer, Chief Commercial Officer of Fincite, the teams presented the delivery of more than 90 features in just one year.
A rich programme focused on:
- concrete rather than theoretical use cases
- compliant AI, deployed in regulated environments
- CIOS AI Copilot and CIOS Voice to Action
- the capabilities that will shape wealth management in 2026 and beyond
A big thank you to all the participants for attending and showing interest in our demonstrations: Voice to Action, CIOS AI Profiling and CIOS CoPilot.