AI ILLUMINATIONS: What’s On Your Holiday Wish List?
Digital Wealth News recently interviewed Michael Partnow, Group President, Wealth Management, JIFFY.ai, about how wealth organizations should approach their technology wish lists.
MARTECH MINUTES: Why Advisors Need In-House Marketing Services
In the rapidly evolving wealth management industry, it is paramount that advisors have the necessary tools to perform their tasks efficiently and effectively.
MARTECH MINUTES: The Wealth Marketers’ 2025 Wish List: Seamless Martech tools
Changing technology necessitates organizations to invest in new enterprise marketing technology—or "Martech" tools—to enhance client communications and prospecting.
MARTECH MINUTES: How Using Finance Content Equates to Being a Thought Leader
Participating in social media, sending clients a monthly newsletter, being featured in industry webinars, and attending events are ways to become a thought leader in the wealth industry.
AI ILLUMINATIONS: Tech Planning for the Next Year – What Wealth Organizations Must Do...
Manish Pandey, Senior Vice-President, and Head of Banking at JIFFY.ai shares with Digital Wealth News™ readers what financial institutions must do now as they prepare for 2025 and beyond.
MARTECH MINUTES: How Banks Can Meet the CRA Rule For Financial Literacy
In the ever-evolving world of finance, developing regulations and standards set by various legislative acts has become a norm for financial institutions and banks.
MARTECH MINUTES: 2025’s Most Significant Advisor Marketing Trends
Today's marketing landscape is increasingly complex and competitive, characterized by fast-paced change, fluid client and prospect preferences, and emerging Martech tools.
AI ILLUMINATIONS: The Banking Platform of the Future
In our latest interview, Manish Pandey, Senior Vice-President and Head of Banking JIFFY.ai, outlines the three dimensions institutions must consider when moving their banking platform to the future.
MARTECH MINUTES: AI-Generated Images-Potential Implications for Wealth Organizations
As artificial intelligence continues to evolve, so does its potential for generating images, creating implications for many industries, including wealth organizations.
MARTECH MINUTES: 5 Ways AI Helps Marketing Teams
Artificial intelligence (AI) is transforming various industry sectors and marketing communications by significantly enhancing the efficiency and effectiveness of marketing strategies.