ncr - search results

Digital Wealth News recently met with Teresa Leno, CEO and Founder of Fresh Finance, to gain her insights into what wealth industry organizations should be doing regarding marketing in a slow economy.

When a sluggish economic period sets in, many businesses swiftly resort to playing safe, which commonly means scaling back or halting marketing initiatives.

When it comes to marketing, it's a combination of science & technology that must combine to produce results. In the finserv industry, CMOs & marketers are changing how they manage marketing technology.

By Steven Brod For years, recurring and predictable revenues were among the biggest advantages that the fee-based side of the wealth management industry (including Registered...

Overall, the results proved that younger people are becoming increasingly aware of the need to secure their financial foundations better...

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

Friends, last week's Publisher Notes went a bit viral.  Was it my reference to skateboarding cats? In that case, how about a parrot/guitar duo? Meanwhile, as the world goes rather cra-cra around us, DWN remains your voice of sanity on digital wealth, with more important news this week...READ UP!

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...

Investor-focused content is pivotal to resonating with current clients because it helps ensure that the advisor speaks directly to them, addresses their diverse needs, and helps guide their financial decisions.

The usual launches continued alongside partnerships and integrations. Interestingly, compliance efforts by the government increased (slightly). Headlines to take note of: Bloomberg continued its automation...