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Advisor Tech Talk (Week of 7/23/24)
There was quite a bit of financial advisor-related wealth tech news this week, but to start out this edition of Advisor...
FINTECH VIEWS: If You Think You’re Protected From Cyber Attacks…Think Again
According to the U.S. Internet Crime Complaint Center, cybercrime results in more than $12 billion per year in damages in America alone. The finance...
MARTECH MINUTES: Using Key Metrics To Quanitfy The Value of Marketing
Recently, we sat down with Teresa Leno, CEO and Founder of Fresh Finance, to understand her take on vital approaches to help wealth organizations establish and showcase the value of their marketing efforts.
Top 5 VC Deals of the Week in Fintech (5/20/24)
What drives startup success?
A great product, a solid go-to-market strategy, and a strong culture plant the seeds for a successful startup....
AI & Finance™ | News for the Week Ending 4/26/24
In yet another busy week for financial AI, a clear pattern emerged: Insurtech, or technology used by the insurance industry and insurance consumers, is...
AI EDUCATION: How Artificial Intelligence is Being Used in the Educational Ecosystem
In an era where technological advancements are rapidly transforming every aspect of our lives, education stands as no exception. Artificial Intelligence (AI), once a...
Top 5 VC Deals of the Week in Fintech (2/5/24)
Sunny days ahead...
Spring seems to be here already (in winter). The upbeat mood accompanying it is evident as deal activity has...
MARTECH MINUTES: How to Prove the Value of Marketing
Feedback about marketing efficacy is not always immediate, and ROI (Return on Investment) may only sometimes be easily traceable back to a particular initiative. So, how can you prove the value of marketing dollars?
The Week in Digital Wealth (9/18/23)
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...
REAL CLEAR CRYPTO: Solana, USDC, and Modern E-Commerce
The landscape of the digital economy is constantly changing. The days when cryptocurrency discussions were limited to niche tech enthusiasts and libertarians are gone.