What's the right way to deploy AI across your wealth management firm? It's not just about choosing whether to build, buy, or adapt. It's about having a strategy that makes AI work across your entire organization. 🎙️ Join us on November 4 for Build, Buy or Adapt? The AI Deployment Decision for Wealth Firms, hosted by @georgeguidotti, Director of Enterprise Solutions at @ARQA_AI. We'll go beyond theory to explore practical AI deployment strategies and show AI in action through a real-world wealth management use case. 📅 November 4, 2026 | 1:00 PM ET 👉 Register now: riverside.com/webinar/regist… #wealthtech #wealthmanagement #fintech #AI

🎃 Some AI tools give you more work. ARQA gets things done. No tricks. Just execution. 👻

How much time does your team lose to preventable back-and-forth? Missing information, wrong details, incomplete paperwork. NIGO submissions stall account openings and transfers, and they pile work onto advisors and back-office teams. AI can take on many of these tasks. But what's the right way to bring it into your firm's operations? 🎙️ Join us for our upcoming webinar, Build, Buy or Adapt? The AI Deployment Decision for Wealth Firms, hosted by @georgeguidotti, Director of Enterprise Solutions at @ARQA_AI. We'll explore how wealth firms can approach AI deployment decisions, what to consider when choosing the right approach, and show AI in action through practical examples of how it can support advisor and back-office workflows. 📅 November 4, 2026 | 1:00 PM ET 👉 Register now: riverside.com/webinar/regist… #wealthtech #wealthmanagement #fintech #AI

Build, buy, or adapt? That's the AI deployment question wealth management firms need to answer. There's no one-size-fits-all approach. So how do you decide what makes sense for your firm? 🎙️ We're excited to invite you to our upcoming webinar, hosted by @georgeguidotti, Director of Enterprise Solutions at ARQA. We'll explore the key questions wealth firms should consider when deciding how to deploy AI and how to make that decision with confidence. You'll also get an overview of AI infrastructure and see real-world use cases for both back-office teams and financial advisors. Less theory, more practical insights to help you make the right call. 📅 November 4, 2026 | 1:00 PM ET 👉 Register now: riverside.com/webinar/regist… #wealthtech #wealthmanagement #fintech #AI

💡AI can speed up advisor workflows. But what happens when the back office can't keep up? Explore how ARQA's 80/20 model helps build the operational capacity needed to support growth. 👉 Read the full article

🚀 Your documents. Your data. Your rules. With KorScript Custom Extractors, you decide what information matters, and AI takes care of extracting it. No rigid templates. No repetitive manual data entry. Just the data you need, ready to use. Custom Extractors allow you to։ • Choose exactly which fields KorScript should capture • Extract data across different document formats, layouts, and field labels • Review and correct extracted information when needed • Improve future results as KorScript learns from your edits • Build an extractor once and reuse it for recurring documents • Export structured data or send it directly into AI-powered workflows 🏆 Recognized as the winner of the Document Management category at the 2026 @wealth_mgmt Industry Awards, KorScript brings greater efficiency and flexibility to financial document processing. #wealthtech #wealthmanagement #fintech #AI

⚙️ Adding AI agents to existing processes isn’t enough. Real operational leverage comes from redesigning workflows around outcomes and building an orchestration layer that can coordinate agents, systems, data, and human oversight. Read to learn more 👇

💡 What does it take to move AI from assistance to execution in wealth management? Execution goes beyond what any individual AI agent can do on its own. It requires rethinking workflows around the outcome and building an orchestration layer that coordinates agents and systems to carry work from request to completion. We explore this in our article featured in @wealth_mgmt Market Outlook 2026. Read the full article 👇 bluetoad.com/publication/?i=… #wealthtech #wealthmanagement #fintech #AI #MarketOutlook #WealthManagementMagazine

📄 You see documents. KorScript sees the data you need. No two financial documents look exactly the same. Fund managers, custodians, and administrators can all present the same data under different labels or in different layouts. If you work with alternatives, you already know: • The same figure may have a different label from one fund manager to another. • Capital calls and distributions arrive separately, or netted in one notice. • Fees are netted in one statement and itemized in the next. • One investor per page, or one table covering a dozen entities. Rigid templates break on every one of these. KorScript uses purpose-built AI to understand those variations and identify the right data, even when it appears differently from one document to another. ✅ Define the data you need once, and KorScript identifies and extracts it across document variations — turning them into consistent, structured data. Easily review the results, make corrections, and confirm the data before sending it to downstream systems. No need to work around templates or manually search for the same information document after document. 👉 Discover KorScript. arqa.ai/book-demo #wealthtech #wealthmanagement #fintech #AI

Glad to see ARQA’s 2026 #Wealthies recognition featured on @YahooFinance. ARQA won the Wealth Management Industry Award in the Document Management category for #KorScript, our AI-powered data extraction solution. For us, this win is another sign of where #wealthmanagement is heading: from experimenting with #AI to putting it to work across real operations, data, and workflows. Read more 👉 finance.yahoo.com/technology…

Still buzzing from the 2026 Wealthies 🏆 @ARQA_AI took home the award for Document Management with KorScript, and we got to celebrate at Table 11 alongside our clients and partners at @CambridgeIBD, who had a huge night of their own. There’s something pretty special about winning alongside people you actually build with. Table 11 did alright 🥂

Congratulations @ARQA_AI!

What an amazing night in the city. We took home a Wealthies Award for KorScript - a truly unique differentiator and accelerator in how @ARQA_AI extracts, transforms, and processes data before sending it downstream. Big shoutout to @CambridgeIBD on several big wins of their own. Very well deserved. And a special thank you to @wealth_mgmt, @ShannonRosic, @Beth_Rubinoff, @ddjanowski and the entire Wealthies production team. We’re going to be doing this for a long time together, and I couldn’t be more excited about what’s ahead.

What a night in New York 🏆🎉 We’re excited to share that ARQA has won the 2026 Wealth Management Industry Award in the Document Management category for KorScript. KorScript is our AI-powered data extraction solution built to help wealth management firms turn complex financial documents into structured, validated data that can move directly into AI agent workflows. Having that work celebrated on the Wealthies stage is a proud moment for our entire team. A huge thank you to @wealth_mgmt and the judges for this recognition, and to our clients and partners for the trust, feedback, and support that continue to shape what we build. And, of course, this wouldn’t be possible without our team. Thank you for the work, care, and persistence you put into ARQA every day. 🙌 It was also especially meaningful to share the evening with some of our clients, reconnect in person, and celebrate this moment together. Congratulations to all the winners and finalists. We’re excited for what comes next. 🥂🚀

Congratulations @ARQA_AI ARQA, winner of the TECHNOLOGY PROVIDERS: Document Management category of the 2026 Wealth Management Industry Awards! #Wealthies

We’re excited to be featured in @wealth_mgmt's Midyear Outlook 2026. As agentic AI enters workflows, wealth management firms face a bigger question: how to rethink workflows, coordinate agents across systems, and turn AI capabilities into meaningful operational outcomes. Read the article to see what AI orchestration means for wealth management today 👇 bluetoad.com/publication/?i=… #wealthtech #wealthmanagement #fintech #AI #MarketOutlook #WealthManagementMagazine