Fintech Corner: Using Technology To Unify A Firm

0
Technology has long been a force for unity within financial services firms, but not always in a good way. offering little in the way of data-sharing, said Adrian Johnstone, President of Practifi.

Fintech Corner: Why Integration Must Be More Than A Fintech Buzzword

0
The word “integration” is so commonly uttered by technology providers that it’s become the  corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology

Fintech Corner: Understanding Next Gen Clients and Seizing the Intergenerational Wealth Transfer Opportunity

0
The wealth transfer is an existential issue for wealth managers. According to Cerulli, 45 million households will transfer more than $70 trillion over the next two decades.

Fintech Corner: Learning And Development Has Become Essential To Fintech Success

0
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: Technology Can Bring An Enterprise Firm Together When Most Are Working Apart

0
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.

Fintech Corner: A Time to Reflect on What We’re Thankful For

0
This time of year, many American families gather around the table and take a moment to tell each other what they are most thankful for. But to the Australian co-founders of Practifi, Thanksgiving is a new experience.

Fintech Corner: How Implementation and Onboarding Fit Into The Fintech Client Experience

0
Advisors changing some or all of their technology stack should give some thought as to how they will implement that change—how will they onboard their staff? How will they help clients through the transition?

Fintech Corner: Why Client Success Is the Keystone To Fintech Partnerships

0
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: The Evolution of Building an Ideal Tech Stack and Why Firms Get...

0
Tech stack is a term that appears across the journalistic and marketing materials targeted towards financial advisors, but where did it come from, what does it mean and where do you start in building one?

Fintech Corner: Technology Is Valuable To RIAs Now More Than Ever—Can They Use It?

0
Until recently, financial advisors were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to simultaneously catalyze growth.