Fintech Corner (5/26/21)
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. A client advisor board offered just the insights the firm needed.
Fintech Luminaries – Meet April Rudin of The Rudin Group
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet April Rudin of The Rudin Group.
DWN Publisher Notes For 12/19/23
Friends, this week we delve into Santa Claus (with an exclusive interview!) and AI - talk about topical! And while we're at it, we wish all our friends and readers a beautiful holiday season. We have so much to be thankful for. READ UP!
The Taylor Report (7/6/21)
The year's 3rd quarter has begun..........summer is well under way (except Australia...happy winter).........and markets are really slowing down...........BITCOIN has stabilized around $35K or a touch under........
MARTECH MINUTES: Exploring the Phenomenon – Social Media Statistics & Use by Financial Professionals
Social media has become an essential tool for businesses across all sectors, and the financial industry sector is no exception.
Fintech Luminaries – Meet Stephen Young of Coindirect
Digital Wealth News is pleased to bring you our "Fintech Luminaries" series – featuring thought leaders within the...
Fintech Luminaries – Meet Kelly Waltrich of Intention.ly
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet our friend Kelly Waltrich of Intention.ly, which works with fintech and finserv companies who want to transform the trajectory of their business by building an intentionally designed marketing engine.
Fintech Luminaries – Meet Niharika Shah of Clout
For the next feature in our FINTECH LUMINARIES series, we’d like you to meet Niharika Shah of Clout, a growth marketing fintech platform that leverages AI powered-content activated on digital and social media to enhance outcomes for investors, their advisors, and asset managers. Clout is an operating company within The TIFIN Group, a fintech platform that builds next-gen products by combining investment intelligence, data science, and technology to make investing a more powerful driver of financial wellbeing.
The Taylor Report (6/1/21)
What's New? FUD (fear, uncertainty, doubt).............Stabilization over the Memorial Day long weekend.....End of Month (May) came and now it's June....BITCOIN had one of its worst months ever dropping +/- 35%..........ETH held pretty well, only off less than 10% for all of May
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.