Principals

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.

For newly independent RIAs, establishing brand presence is critical to the beginning of the breakaway journey. You need to define your value proposition, identify your target audience, and determine how to reach them. 

on top of client updates, account management tasks and outreach opportunities, and CRM software helps them keep track of it all.

Recently, it seems we are regularly hearing about another cryptocurrency-related scam, another major corporation developing non-fungible token (NFT) collectables, and another sovereign nation adopting digital currencies.

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.

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.

For our latest Fintech Luminaries feature, we'd like you to meet Sabrina Bailey of Refinitiv, an LSEG (London Stock Exchange Group) business, one of the world’s largest providers of financial markets data and infrastructure, serving over 180,000 wealth advisors and connecting over 5 million investors globally.

The Financial Planning Gap The benefits of providing a financial plan to clients have...

Cybersecurity is hard and it’s filled with scary stories that can leave firms frozen in their tracks, unsure if they should be doing more. After all, what harm can happen by doing nothing and retaining the status quo, right? Well, for advice firms, this couldn’t be further from the truth. According to a KPMG Small Business Reputation & The Cyber Risk Report, financial services businesses are most likely to lose customers due to a cyber breach, with nearly two in five businesses (39%) surveyed seeing customers leave after a breach.

Today’s crypto market stands in striking contrast to last year’s. One year ago, crypto assets were recovering from March’s sell-off as they set up the “DeFi summer” of 2020, a period of rapid growth for many DeFi protocols.