Thought Leaders

As artificial intelligence continues to evolve, so does its potential for generating images, creating implications for many industries, including wealth organizations.

Financial markets (in general) seem to be waiting for more clarification on who will be the next president. Individual stocks are moving both up and down with earnings and rumors. Indices keep moving higher.  Ever since the Fed cut interest rates, those same rates have actually risen. Go figure.

Friends, The Big Sky AI Roundtable is finally here! We’re excited to welcom our sponsors and attendees to Bozeman for an impactful roundtable discussing the future of finance and the role artificial intelligence will play in it all Meanwhile, the sector news continues and you’ll find it all here below…READ UP!!

Artificial intelligence (AI) is transforming various industry sectors and marketing communications by significantly enhancing the efficiency and effectiveness of marketing strategies.

So far it has been a very interesting October. And year. Pretty sure not many people have expected or predicted all this. But that's why things happen. Curb your enthusiasm, manage risk and stay within yourself. It's still a very dangerous market.

Friends, some weeks we have SO MUCH CONTENT and this is one of them, though EVERY WEEK I believe we report industry news better than any media firm out there.  Anyhoo, make sure you check out our advance videos for our upcoming AI Roundtable being held herein Bozeman next week...READ UP!

With the advancement of technology, wealth organizations have access to a wide range of marketing software to help them reach their target audience, maintain client relationships, and work toward their goals.

It might just be that the month of October is going to be a big nothing, sprinkled with a touch of bullishness and a dab of bearishness. Very nervous and skittish. What with wars, geopolitical events, election uncertainty and a slew of possible black swan events, sitting on your hands and doing nothing is the correct action.

Friends, FINTECH IS STILL RIPE FOR INNOVATION. You heard it here first. We recently registered on the SAP Ariba vendor system and it was NOT "efficient", and that's a vast understatement. In this age of generative AI and the best and brightest minds re-writing the way finserv functions, how can a payments/vendor system this difficult and non user-friendly even still exist? But I digress. Another great newsletter awaits you here...READ UP!!

During times of change, marketing teams need to prioritize their actions. Budget cuts mean less room for experimentation, so focusing on tried-and-true tactics that deliver results becomes paramount.