6MARCH - APRIL 2026Editor's NoteRedefining Fixed and Equity Investments with AI in Latin AmericaArtificial intelligence is redefining portfolio construction across Latin America, particularly in fixed income and equity markets shaped by volatility, liquidity shifts, and macroeconomic uncertainty. In this edition, we examine how AI driven risk modeling, hyperpersonalization, and disciplined technology adoption are elevating investment decision making across the region.Our cover story recognizes Lazza Global as the AI-Powered Fixed and Equity Investments Solutions of the Year in Latin America 2026. Founded in 2014, the firm has built its reputation on dynamic, real time risk management powered by a continuously refined AI engine that processes macroeconomic indicators, volatility regimes, and liquidity conditions. Rather than maintaining static exposure, Lazza Global positions capital selectively across its Renta Fija 2.0, Renta Variable 2.0, and Live Trading strategies, emphasizing capital preservation during adverse cycles and intraday precision when conditions align. With more than 20,000 active users, offices in Mexico and Medellín, and a team of 77 professionals supported by over 30 advisors, the firm operates under a disciplined philosophy: survive first, grow later. Its commitment to transparency, daily reporting, and investor education reinforces long term client trust while redefining how AI can balance risk and reward.The magazine also features the expert perspectives of Luiz Gustavo Gava, Executive Director Collection at PicPay, outlines how hyperpersonalization, grounded in analytics, systemic architecture, and AI driven decision models, is transforming credit operations by enhancing recovery rates, reducing costs, and improving customer retention. Humberto Morales, Regional Technology Operations at Marsh McLennan, emphasizes that technology delivers value only when users adopt it effectively, highlighting secure AI implementation, cloud migration, and user centric enablement as critical priorities.Together, these insights affirm that disciplined AI integration, operational rigor, and client centric design are shaping the next phase of financial services in Latin America. We invite readers to explore this issue and examine how data driven precision is redefining investment leadership across the region.Copyright © 2026 ValleyMedia, Inc. All rights reserved. Reproduction in whole or part of any text, photography or illustrations without written permission from the publisher is prohibited. The publisher assumes no responsibility for unsolicited manuscripts, photographs or illustrations. Views and opinions expressed in this publication are not necessarily those of the magazine and accordingly, no liability is assumed by the publisher thereof.Managing EditorJeff RodriguezEditorial StaffAaron Pierce Ava Garcia Joshua ParkerPearl JohnsonVisualizersRobert Gray SmithEdwin paul *Some of the Insights are based on the interviews with respective CIOs and CXOs to our editorial staffEmail:sales@financialservicesreview.comeditor@financialservicesreview.commarketing@financialservicesreview.com MARCH - APRIL 2026, Vol 07 - 06 (ISSN 2835-9771) ValleyMedia, Inc. To subscribe to Financial Services ReviewVisit www.financialservicesreview.com Jeff RodriguezManaging Editoreditor@financialservicesreview.com
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