FINTECH CORNER: The Importance of Personalization in WealthTech
Implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients, said Lindsey Hanson, head of client success at Practifi.
WEALTHTECH INSIDER: More Than A Rolodex – How CRM Workflows Help Grow Relationships
In an industry where personal relationships are the backbone of how advisors interact with many clients, the value of a CRM is central to the service provided by an advisor and their team. Forrester Research found that of companies who use a CRM, 74% of them report better customer relationships. You can draw your own conclusions, but the evidence supports that a good CRM plays a pivotal role in growth and building long lasting relationships with clients.
The Taylor Market Report (9/10/24)
Investors are sitting on nice gains with markets drifting lower, elections (hopefully) coming up, a possible government shutdown later this month, incredible amounts of uncertainty, huge debt loads and extreme bullishness. What could possibly go wrong? Answer? A LOT.
Fintech Corner (7/27/21)
The word “integration” is so commonly uttered by technology providers and writers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology said Glenn Elliott, CEO & Co-Founder of Practifi.
REAL CLEAR CRYPTO: China, U.K. Open Door For More U.S. Crypto—If We’re Ready
The various intersecting regulatory regimes across the U.S. have often been regarded as an area of scrutiny for the financial industry, if not a nearly insurmountable burden to conducting business as efficiently and profitably as possible.
BACK OFFICE HEROES: The Fundamentals of Client Data Gathering
The major case for going digital when it comes to client data gathering is that clients believe advisors aren’t digital enough. After all, most advisors are still working with outdated technology systems or even spreadsheets.
The Taylor Report-Bitcoin vs Gold vs Ethereum (5/9/19)
By Bill Taylor, Contributor/Fintek Capital
We compare the price of Bitcoin, Ethereum, & Gold,...
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.
Fintech Luminaries – Meet Tomislav Matic of Crypto Future
FintekNews is pleased to bring you #BlockchainProfiles – featuring thought leaders within the...
The Taylor Report (10/12/21)
U.S default was averted.....for now......as "can" got got kicked down the road to December.......Halloween is coming and ......BITCOIN is in the midst of a year end rush to new BIG highs......BITCOIN popped up over 13%.