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AI In Finance, Part 1: Harnessing the Power of Artificial Intelligence in the Finance...

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This week we begin a new 5-part series for the month of December on artificial intelligence within the financial sector and four leading use...

AI ILLUMINATIONS: Are you Seeking a Vendor or a Partner?

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For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.
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DWN Publisher Notes For 11/28/23

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Friends, hoping Thanksgiving was filled with joy for you and yours.  This week we look at VR in 2024 and question why the venerable WSJ is bashing Bitcoin yet again. READ UP!

AI ILLUMINATIONS: Implementing Technology? Look Before You Leap!

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Wealth management firms are rapidly moving to implement technology to be able to continue to innovate and to keep up with evolving demands across the entire value chain.

DWN Publisher Notes For 11/21/23

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Friends, it's Thanksgiving week here in the US and at DWN, we truly have so much to be thankful for, including you - our incredible readers!  We're also revisiting a VERY FUN and timely interview from 2021 with blockchain businessfowl T. Gobble of FinTurk Farms! READ UP!

DWN Publisher Notes For 11/14/23

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Friends, you no doubt know what FOMO stands for in financial markets, but do you know what FOBI stands for?  Check out this week's feature story and you will! READ UP!!

BACK OFFICE HEROES: Is It Too Late to Start a Digital Transformation?

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Most companies and financial advisors realize the benefits of updating and transitioning to digital solutions, but a total transformation can seem daunting.

AI ILLUMINATIONS: How to Solve for Automation BEYOND Traditional RPA

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The idea that ‘machines’ could mimic human actions in the back-office became a reality a few years back. That is when Robotic Process Automation (RPA) emerged in the Wealth industry.

MARTECH MINUTES: 7 Signs It’s Time to Replace Your Marketing Technology

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Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.

Top 5 VC Deals of the Week in Fintech (11/14/23)

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Rolaids... VC funds were getting bigger and bigger, feeding the idea of capital abundance and lavishly funded startups. Now, raising more and...