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FINTECH VIEWS: Marketing Beyond CRM
From their beginnings as a repository and organizer of client information to their current functionality, which includes integration, automation, customization, analytics and more, Customer...
The Taylor Market Report (11/19/24)
BITCOIN BITCOIN BITCOIN. The biggest beneficiary of the new presidency appears to be bitcoin (crypto in general). At long last, regulatory relief is here. Additionally, Trump is very interested in creating a sovereign wealth fund that would invest in bitcoin.
Advisor Tech Talk (Week of 11/20/24)
It’s another week, and wealthtech is bigger and busier than ever before.
And if you think wealthtech is big—we'll refer you below...
Prudential Advisors and LPL Financial Set New Digital Benchmark in Wealth Management Collaboration
In an industry-first move, Prudential Advisors, the retail arm of Prudential Financial, Inc. (NYSE: PRU), and LPL Financial (Nasdaq: LPLA) have completed their strategic...
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...
Advisor Tech Talk (Week of 11/6/24)
Welcome back to another (ANOTHER) busy edition of Advisor Tech Talk, where we give you a rundown of all of the...
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...
AI ILLUMINATIONS: The Banking Platform of the Future
In our latest interview, Manish Pandey, Senior Vice-President and Head of Banking JIFFY.ai, outlines the three dimensions institutions must consider when moving their banking platform to the future.
AI & Finance™ | News for the Week Ending 11/1/24
Another week is upon us, and it was a busy one for artificial intelligence in the financial services. Before we get to a huge...
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...