FINTECH CORNER: Compliance Audits Don’t Have to Be So Scary: Part 1
Preparing for an audit can be a time-consuming, labor-intensive task itself, requiring large amounts of preparation and documentation before the auditors step on the premises.
FINTECH CORNER: Adopting the Best Technology to Scale Your Business to the Next Level
As wealth management firms grow their businesses, they need to achieve scale in order to maximize efficiencies and minimize expenses. Adopting the proper technology plays a central role in that transformation.
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.
FINTECH CORNER: From Vision to Reality – Why PractifiU Academy Works For Advisors
A vision for an educational platform & resource for clients began last year, “PractifiU” started out as a YouTube channel with 20 videos. Now, it's an on-demand comprehensive learning experience.
FINTECH CORNER: How To Thrive Amid The Tumult Of 2022
Most advisory firm revenues are tied to a fee collected on AUM and with inflation driving up costs, much of the wealth management industry is going to encounter some form of margin pressure.
FINTECH CORNER: Here’s The Technology Lesson Wealth Firms Need To Learn From Medicine And...
Financial advisors can learn a lot from doctors and lawyers. Providing financial advice is evolving into a profession as indispensable and rigorous as medicine and law, said Adrian Johnstone of Practifi.
FINTECH CORNER: The Difference Between a Provider and a Genuine Partner
Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.
FINTECH CORNER: How The Right Technology Can Super-Charge Inorganic Growth
The wealth management space is served by a lot of technology, but very little of it has been dedicated to the most impactful source of growth for businesses today: mergers and acquisitions.
Fintech Corner: Learning And Development Has Become Essential To Fintech Success
Over the past two decades, advisors embraced education and learning as a powerful tool capable of attracting new prospects, transforming existing prospects to clients and keeping current clients engaged.
Fintech Corner: Why Firms at Scale Need Different Technology to Take Off
“The technology that helps a start-up mature and move through its growth phase rarely suits that firm’s needs when it comes time to scale,” said Adrian Johnstone, president and co-founder of Practifi.