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FINTECH VIEWS: Salesforce Integration – Harnessing the Power of Wealthtech
Relationships are central to a successful wealth management experience. That reality extends beyond the advisor/client relationship to how technologies interact with each other within an enterprise.
The Week in Digital Wealth (11/12/24)
The earnings season and the elections were a potent combination for a slightly subdued industry. Innovation continued, with everything pointing toward an intense year-end.
Headlines...
WEALTHTECH 3.0: Q&A With Pamela Cytron on Startup Innovation in WealthTech
Digital Wealth News recently sat down with The Founders Arena president Pam Cytron to discuss a wide range of topics that start-ups in the sector face.
The Week in Digital Wealth (11/5/24)
Partnerships continued to drive the industry, with utility gaining traction. Government interventions showed up as usual, and upstarts upended the regular flow.
Headlines to take...
Advisor Tech Talk (Week of 10/30/24)
With wealth management and fintech conferences stacking up, there was a lot of news to sift through this week and there...
The Week in Digital Wealth (10/22/24)
"Integrations" remained last week's buzzword, with end-user utility defining the Fall's tone. The winners remained those who could best solve problems within well-defined regulatory...
AI REGS & RISK: EU Blocks AI to the Detriment of Big Tech
By Greg Woolf, AI RegRisk Think Tank
The European Union's strict approach to artificial intelligence regulation is starting to shake up the tech world, affecting...
AI & Finance™ | News for the Week Ending 8/23/24
Artificial intelligence is big now, but it’s going to get bigger.
I guess we could start out every week’s AI & Finance by saying that,...
Advisor Tech Talk (Week of 8/21/24)
Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...
AI & Finance™ | News for the Week Ending 8/16/24
This week in AI and Finance we have to ask a question—though we acknowledge that we might be asking it prematurely:
Where are all the...