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: What the Wealth Industry Can Learn From Formula One Racing, Part 2
“It’s important that financial firms be willing to look outside their realm for fresh perspectives and new ideas,” said Adrian Johnstone, president & co-founder of Practifi.
Fintech Corner (7/20/21)
Technology has long been a force for unity within financial services firms, but not always in a good way. Historically, companies relied on a patchwork of technology amalgamated over time, offering little in the way of data-sharing.
Fintech Corner (7/6/21)
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 (6/9/21)
Financial firms now have a new option to operate in a manner that is compliant by design. Practifi, a business management platform for financial advisory firms, has launched a new compliance application to create a unique, custom-built compliance dashboard within a business’s operations.
Fintech Corner: How Wealth Managers Can Stem the Flood of Data
Financial firms potentially have tens of trillions of pieces of data available to them today, much of it portfolio and demographic data about their clients—but there’s also user behavior data.
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 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: 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 Evolution of Building an Ideal Tech Stack and Why Firms Get...
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?