WEALTHTECH INSIDER: Help Clients Improve Outcomes with Goals-based Investing, Part 1
Behavioral finance is at the heart of financial advice & wealth management, according to Orion Advisor Solutions, which has embedded an asset bucketing functionality - Protect Live Dream - into its software.
AI ILLUMINATIONS Embarking on that ambitious Automation project? Make sure you have these champs...
Implementing technology automation in financial services firms is a human effort intensive process. Major automation initiatives can fail or stall if the wrong people are assigned to the wrong tasks.
WEALTHTECH INSIDER: Why Now Is a Crucial Time to Talk About Risk, Part 2
Financial markets are awash with risk right now, said Rick Bookstaber, founder of Fabric RQ, but one risk category that investors likely won’t have to worry about long-term is geopolitical.
Fintech Corner: Super-Charging Growth With Data and Deep Integrations
Implementing technology for growth often involves re-visiting core technology to make sure it’s still relevant to an advisor’s needs. For most of the last 45 years, a simple CRM was sufficient.
TheALTinvestor: A Fintech That Eats Its Own Fundraising Cooking
CalTier, a disruptive fintech investment platform launched a crowd-funded investment raise, harnessing some of the very regulations it uses to bring investment opportunities to the masses to raise funds itself.
AI ILLUMINATIONS: Automating Customer Journeys End-To-End – The End Is The Beginning
Until recently, most enterprises in the financial services industry had been looking at automation merely as a step within a business process. The approach to adopting automation was more tactical than strategic.
Fintech Corner: Technology Can Bring An Enterprise Firm Together When Most Are Working Apart
For financial advisory firms to get their technology up-to-date at an institutional level, it will require some form of data Rosetta stone. That's where Australian fintech Practifi can help.
WEALTHTECH INSIDER: You Still Need Fixed Income—Here’s Four Tips for Investing
Historically, low interest rates kept the annual returns of most low-risk bonds under 2% for over a decade, but inflation and a heating economy are sending rates back up
Fintech Corner: How Practifi Converts Satisfied Clients Into Raving Fans
Practifi, a business management platform for the wealth management industry, seeks to cultivate raving fans through a set of client advocacy initiatives, said Lindsay Hanson, head of client success.
INTELLIGENCE FOR GROWTH: Four Types of Email Marketing Automation to Bolster Your Firm’s Outreach
Marketing automation allows businesses to target customers with automated messages across marketing channels like email, web, and social media.