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.
Fintech Corner (6/2/21)
Offices may be filled with maskless faces by the end of this summer, but that doesn’t mean that advisors’ compliance concerns are easing. In fact, compliance remains a hot topic, said Tom Westhoff, Vice President of Global Sales at Practifi.
FINTECH CORNER: Why Client Advisory Boards are Key to the Future of Fintech
Practifi, a business management platform for the financial services industry, was planning to change how it interacted with email and calendar scheduling programs but wasn’t sure how to proceed.
Fintech Corner: Look Before You Leap – How To Drive Profitability With The Right...
In the absence of a CRM, businesses fall back on doing business by e-mail, phone and paper, which can cause important information to be lost in translation, or lost in general.
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.
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.
FINTECH CORNER: Technology For RIAs Is More Valuable Than Ever, But Can They Use...
Until recently, FAs were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to catalyze growth, lower operating costs and improve client experience.
Fintech Corner: Why Financial & Tech Companies Need To Think About Mental Health
After the tumult of the past few months, maybe we all need a mental health break, or at least to focus some time and energy on our wellbeing. For many years, the topic of mental health has been little addressed.
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: How the CRM Is the First Step to RIA Digital Asset Adoption
RIAs oversee more than $97 trillion in AUM, and while that is an eye-popping amount, it could grow even larger if advisors started to attract more of the digital asset pie.