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FINTECH VIEWS: Salesforce Integration – Harnessing the Power of Wealthtech

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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.

Compliance Technology Firm Smarsh Strengthens Partnership with Verizon

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Digital communications and compliance firm Smarsh has strengthened its 10-year partnership with Verizon by making it easier for Verizon customers that are required to...
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DWN Publisher Notes For 7/10/24

Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing chaos in markets and politics, your mantra should be "Don't Worry, Be Happy"...READ UP!!

Advisor Tech Talk (Week of 7/9/24)

Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.  One,...

AI & Finance™ | News for the Week Ending 7/5/24

Happy Independence Day and welcome to another busy edition of AI & Finance.  Today, before we get to our headlines, we’d like to introduce a...

Advisor Tech Talk (Week of 7/2/24)

Artificial intelligence is everywhere, but not everywhere in wealth management—yet.  In fact, as we frequently note in our weekly AI & Finance...

The Week in Digital Wealth (6/25/24)

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An increase in partnerships and launches was noted, with a regulatory light touch that allowed for improved collaborations. The end user may have a...

AI & Finance™ | News for the Week Ending 6/21/24

We are now more than 19 months from generative AI surging into the public consciousness in a major way with the initial launch of...

Advisor Tech Talk (Week of 6/18/24)

It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.  As consumers continue to explore fintech and...

Advisor Tech Talk (Week of 5/20/24)

Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...