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FINTECH VIEWS: Salesforce Integration – Harnessing the Power of Wealthtech

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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)

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"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

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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)

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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...