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The Week in Digital Wealth (11/12/24)

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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 7/30/24)

Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...

AI & Finance™ | News for the Week Ending 7/26/24

Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news...

Genstar Capital Takes on Docupace

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The back-office software provider Docupace has new financial partners. The Homel, New Jersey-based fintech firm announced a “strategic majority investment” from Genstar Capital, a...

AI & Finance™ | News for the Week Ending 4/12/24

Artificial intelligence applications in finance are news, and small, yet expanding at a rapid rate—but the newfangled generative AI is quickly becoming ubiquitous in our...

AI & Finance™ | News for the Week Ending 3/8/24

Once again, we have a rather large and long list of financial artificial intelligence-related headlines and announcements this week. And once again, it’s only...

The Week in Digital Wealth (9/18/23)

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  The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?). State Street has a new liquidity offering. Deloitte's "romance" with the...

Back to School: What to Learn this Year in WealthTech

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As students (and parents) get back into the groove of another school year, the hard work of learning, studying and practicing has begun. The...

4 Benefits of Workflow Automation

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With workflow automation, standard processes can be designed and managed within a single platform. Processes like the one mentioned above can be kicked off automatically, assigning tasks to the appropriate team members and triggering a number of other steps.
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Cognicor Launches New Ai-Powered Digital Assistants To Accelerate Productivity For Wealth Management Firms And...

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CogniCor, the leading provider of artificial intelligence-powered digital assistants for the wealth management industry, today announced the launch of three new digital assistant modules to help wealth management firms support their employees and advisors with scalable solutions to their most labor-intensive and time-consuming operational issues and raise the efficiency and productivity of firms’ internal support functions.