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BACK OFFICE HEROES: Making Operational Excellence Your Strongest DIfferentiator

Operational excellence seems like a lofty goal for many firms, but putting it into practice is not only possible — it’s necessary to reach growth opportunities and provide a top-tier client experience.

Research Shows Strong Revenue Growth for Advisors Embracing Digital Marketing During Pandemic

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After a year in which digital communications took center stage in enabling financial advisors to stay connected with clients and prospects, Advisor Group has announced new internal reporting on the results achieved by users of its MyCMO digital marketing platform.
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d1g1t ANNOUNCES STRONG GROWTH

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d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced the company has significantly grown its business over the last 12 months, doubling its revenues during that time and continuing to increase headcount by over 50%.

Smarsh Acquires Digital Reasoning, Combining Global Leadership In Artificial Intelligence And Machine Learning With...

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Smarsh®, enabling organizations to manage risk and uncover value within their electronic communications, announced the acquisition of Digital Reasoning

DWN AI Index™ | Daily Report

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The DWN AI Index™ is a new benchmark stock index of the artificial intelligence (AI) sector. The index is comprised of a diversified group of...

Top 5 VC Deals of the Week in AI (5/9/24)

This week we continue our series on the top 5 VC-funded deals in AI. This week we, once again, have a $1B USD raise (we...

AI EDUCATION: What is Claude?

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Publisher's Note: In our ongoing effort to educate our readers about everything AI, we select a weekly topic to delve into in our AI...

AI & Finance™ | News for the Week Ending 5/10/24

We’re coming up on the four-month anniversary for AI & Finance, but it seems like we’ve been writing about the artificial intelligence revolution brewing...

The Taylor Market Report (5/7/24)

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Ideas? Id' just say get neutral and lighten up. BITCOIN and ETH are biding their time before heading for new highs. I stay long term super bullish but right now it may be just holding risk....reward to be in the future.
zCindy-New

DWN Publisher Notes For 5/8/24

Friends, we like to deliver the news - just the news - on the finserv technology industry, and then pepper it with some solid thought leadership.  But every now and then, we'll also lthrow in a jolt - akin to a cold shower - like our Gray/Black Swan piece this week - just to make sure you're awake. READ UP!!