AI ILLUMINATIONS: To Solve Big Technology Problems, Try Looking At The Whole Picture
Re-making a wealth management firm with end-to-end automation and technology takes a major investment of time and effort, but in the end holds the promise to deliver an ideal user experience for all.
AI ILLUMINATIONS: Disrupt with Compassion!
Technology should be implemented for the sake of people, the industry and to make our world a better place today and for future generations. But technologists don’t always have the people top of mind.
AI ILLUMINATIONS: Rethinking Wealth Management’s Relationship With Technology Providers
For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.
AI ILLUMINATIONS: Only Fools Rush In – Why Fintech First Movers No Longer Have...
Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient, said Michael Partnow head of wealth management at JIFFY.ai
AI ILLUMINATIONS: This Year, Put Experience At The Top Of Your Tech Concerns
Another new year is upon the wealth management industry, spurring firm leaders and advisors to review their businesses and consider changes that need to be made to address their evolving needs.