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FINTECH CORNER: Compliance Audits – It Helps To Know What’s Coming: Part 2

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For national and regional enterprise firms operating across different jurisdictions, the ongoing cost of staff, systems, processes and leadership necessary for maintaining compliance can become very expensive.

FINTECH CORNER: Compliance Audits Don’t Have to Be So Scary: Part 1

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Preparing for an audit can be a time-consuming, labor-intensive task itself, requiring large amounts of preparation and documentation before the auditors step on the premises.

FINTECH CORNER: Adopting the Best Technology to Scale Your Business to the Next Level

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As wealth management firms grow their businesses, they need to achieve scale in order to maximize efficiencies and minimize expenses. Adopting the proper technology plays a central role in that transformation.

FINTECH CORNER: The Importance of Personalization in WealthTech

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Implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients, said Lindsey Hanson, head of client success at Practifi.

FINTECH CORNER: From Vision to Reality – Why PractifiU Academy Works For Advisors

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A vision for an educational platform & resource for clients began last year, “PractifiU” started out as a YouTube channel with 20 videos. Now, it's an on-demand comprehensive learning experience.

FINTECH CORNER: How To Thrive Amid The Tumult Of 2022

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Most advisory firm revenues are tied to a fee collected on AUM and with inflation driving up costs, much of the wealth management industry is going to encounter some form of margin pressure.

FINTECH CORNER: Here’s The Technology Lesson Wealth Firms Need To Learn From Medicine And...

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Financial advisors can learn a lot from doctors and lawyers. Providing financial advice is evolving into a profession as indispensable and rigorous as medicine and law, said Adrian Johnstone of Practifi.

FINTECH CORNER: The Difference Between a Provider and a Genuine Partner

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Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.

FINTECH CORNER: How The Right Technology Can Super-Charge Inorganic Growth

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The wealth management space is served by a lot of technology, but very little of it has been dedicated to the most impactful source of growth for businesses today: mergers and acquisitions.

FINTECH CORNER: Why Client Advisory Boards are Key to the Future of Fintech

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Practifi, a business management platform for the financial services industry, was planning to change how it interacted with email and calendar scheduling programs but wasn’t sure how to proceed.