Flanks now partners with Perplexity to power AI-driven wealth management with regulated data. Read announcement.

Black cross icon on a transparent background.

Flanks Blog

Discover insights on wealth data, financial technology, and AI in wealth management. Get the latest articles, trends and updates from Flanks straight to your inbox.

Green check mark icon indicating success or confirmation.
Form successfully submitted. Thank you for subscribing.
Oops! Something went wrong while submitting the form.

Search

Categories

Filter by

Category

Black downward pointing chevron arrow with rounded edges.

Sectors

Black downward pointing chevron arrow with rounded edges.
Clear filters

Apply filters

Dark gray X-shaped cross icon with rounded ends.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Filtered by:

Family Offices

Dark gray X-shaped cross icon with rounded ends.

Sort by

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Flanks Is Now in the Claude Directory by Anthropic: Wealth Data In Your AI Agent
Solution

Flanks Is Now in the Claude Directory by Anthropic: Wealth Data In Your AI Agent

July 13, 2026
Asset Managers
Banks and Private Banks
Family Offices
Fintechs and Platforms
Wealth Managers and IFAs
Flanks on Salesforce AppExchange
Solution

Flanks on Salesforce AppExchange: clients' full financial picture, inside Financial Services Cloud

June 23, 2026
Asset Managers
Banks and Private Banks
Family Offices
Fintechs and Platforms
Wealth Managers and IFAs
AI Financial Analyst: The Multi-Agent Co-pilot for Wealth
Solution

AI Financial Analyst: The Multi-Agent Co-pilot for Wealth

March 25, 2026
Asset Managers
Banks and Private Banks
Family Offices
Fintechs and Platforms
Wealth Managers and IFAs