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FINTECH VIEWS: Salesforce Integration – Harnessing the Power of Wealthtech
Relationships are central to a successful wealth management experience. That reality extends beyond the advisor/client relationship to how technologies interact with each other within an enterprise.
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...
The Week in Digital Wealth (10/22/24)
"Integrations" remained last week's buzzword, with end-user utility defining the Fall's tone. The winners remained those who could best solve problems within well-defined regulatory...
AI REGS & RISK: EU Blocks AI to the Detriment of Big Tech
By Greg Woolf, AI RegRisk Think Tank
The European Union's strict approach to artificial intelligence regulation is starting to shake up the tech world, affecting...
AI & Finance™ | News for the Week Ending 8/23/24
Artificial intelligence is big now, but it’s going to get bigger.
I guess we could start out every week’s AI & Finance by saying that,...
Advisor Tech Talk (Week of 8/21/24)
Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...
AI & Finance™ | News for the Week Ending 8/16/24
This week in AI and Finance we have to ask a question—though we acknowledge that we might be asking it prematurely:
Where are all the...
The Week in Digital Wealth (8/14/24)
Niche sectors ruled last week with evidence of improved and seamless innovation occurring. Fintech firms lowered the barriers to market entry, especially for several...
AI & Finance™ | News for the Week Ending 8/9/24
In a recent AI & Finance column, we discussed how artificial intelligence is transforming another professional realm, dentistry and orthodontics, and how those transformations...
AI & Finance™ | News for the Week Ending 8/2/24
As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...