Tom Williams

Anthropic just showed us what the future wealth management stack looks like. Kind of.

The reaction to Anthropic's launch of Claude for Financial Advisors has been fun to watch.

AI Readiness Starts With the Operating Model

AI readiness goes beyond PMS features. Discover why trusted investment data, enterprise context and flexible architecture are key to wealth management AI.

Tea Break: A Conversation with PWM

Point CEO, Tom Williams, speaks with Professional Wealth Management - June 2026. Watch Now

Data Sovereignty in Investment Management: The Foundation for AI

As investment managers accelerate AI adoption, a more fundamental issue is coming into focus: control. Not just of systems or tools - but of the data that under …

AI agents are here, but the real advantage lies in the data

Anthropic’s latest AI release for wealth managers reinforces a growing reality across the industry: firms are rapidly adopting AI, often before establishing pro …

Point recognised at the PWM Wealth Tech Awards 2026

Point has been awarded a ‘Highly Commended’ status in the Best Supplier for Use of AI – Europe category at the Financial Times PWM Wealth Tech Awards 2026.

Point and Pretim Partner to Deliver AI-Ready Investment Data

Point and Pretim have partnered to enhance investment data management for wealth managers by delivering a data-first operating model with AI-ready, trusted data …

Point named in WealthTech100 as demand grows for AI-ready data

Recognition highlights Point’s role in helping wealth and asset managers build data-first businesses with trusted, AI-ready investment intelligence

We’re a British Data Awards 2026 Finalist

We’re pleased to share that Point has been named a Finalist for ‘Start-up of the Year’ at the British Data Awards 2026.

The Missing Fourth Layer

Why AI Cannot Scale Without an Enterprise Data Intelligence Layer