Every Investor Is Unique, Are You?

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As a wealth manager, probably not a day goes by without someone reminding you how essential it is to have a personalized approach to engage prospects and clients.

WHITEPAPER: Case Study – Driving Firm Growth with Superior Service and Streamlined Operations

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Looking to enhance efficiencies, close new business, and improve client experience? So was this New York City based RIA—but they realized they couldn’t do that with the tech provider they were using. By switching tech providers, they were able to save hundreds of hours annually in operations, as well as meet specialized needs for clients at scale.

Crypto-Curious? A Guide to Digital Asset Exposure

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Gone are the days when Bitcoin was only for basement-dwelling tech geeks. Though the cryptocurrency frontier was pioneered by such computer science enthusiasts, the new wave of digital asset investors represent a much broader cohort.

Will Artificial Intelligence Make You a Better Prospector?

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Prospecting is the bread and butter of every financial advisory practice, which is why the best advisors spend up to 20% of their time finding and engaging with their ideal clients. These are the types of potential clients that all advisors want to work with.

What Is a Digital Automation Platform?

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What is automation in a modern enterprise environment? In a nutshell, automation can be defined as a collection of technologies (bots, business rules, sensors, programming scripts, etc.) that can complete a task with little to no human intervention.

Why Adding Digital Assets To Your Portfolio is Important

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Invest. Save. Invest. From a young age, individuals are encouraged to plan their futures in order to grow and manage their wealth over the course of their life. In today’s day and age, we are exposed to a whole new asset class: digital assets.

Where Should You Start Your Intelligent Automation Journey?

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As a highly customer-oriented industry, banking, financial services, and insurance (BFSI) has always been a prime candidate for digital transformation. COVID-19 catalyzed the adoption of digital technologies in this otherwise conservative sector, says Deloitte in their 2021 banking and capital markets outlook.

The Times They Are a-Changin’: Automating Workflows in Financial Services

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Traditionally, workflow automation in financial services has been limited to two aspects. First, the front office is where automation is usually deployed – e.g., an automated chatbot to solve customer queries or marketing automation to increase customer engagement.

Institutional Crypto Adoption and the Love for NFTs

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Cryptocurrency has always been volatile with regards to its fiat-comparative value.  It Is important to remember that the blockchains are decentralized and there isn’t any single entity behind it putting out media fires.  With that in mind, current fiat value becomes irrelevant to believers when we are Hodlers, as there are many promising signs of what’s yet to come.  Crypto and NFT adoption is still just getting started.

Enhancing User Experience With Process Automation

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Implementing and managing an intelligent automation platform, which includes Machine Learning and Robotic Process Automation (RPA) powered by Artificial Intelligence (AI), can be a complex endeavor, depending on where an organization is in their automation journey.