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Top 5 VC Deals of the Week in Digital Wealth (6/21/22)
Hello VC Friends! Another wild, volatile week in the markets but we keep finding MAJOR deals...
Advisor Tech Talk (6/21/22)
By Christopher Robbins
It was a busy week for financial markets as reactions to...
Leap Launches Full-Services Website and Digital Education Platform
The Los Angeles-based fintech and real estate investment firm Leap Analytics recently launched
its full-service website. Leap’s site includes access to free financial education resources and
information regarding its customized Home Equity Agreements (HEAs).
AI ILLUMINATIONS: How The “Autonomous Enterprise” Will Change Wealth Management For The Better
JIFFY.ai is hard at work to build a future where organizations are extremely efficient and able to deliver superior, personalized and digital enabled services to their clients.
Institutional Crypto Adoption and the Love for NFTs
Cryptocurrency has always been volatile with regards to its fiat-comparative value. It Is important to remember that the blockchains are decentralized and there isn’t any single entity behind it putting out media fires. With that in mind, current fiat value becomes irrelevant to believers when we are Hodlers, as there are many promising signs of what’s yet to come. Crypto and NFT adoption is still just getting started.
4 Benefits of Workflow Automation
With workflow automation, standard processes can be designed and managed within a single platform. Processes like the one mentioned above can be kicked off automatically, assigning tasks to the appropriate team members and triggering a number of other steps.
Will Artificial Intelligence Make You a Better Prospector?
Prospecting is the bread and butter of every financial advisory practice, which is why the best advisors spend up to 20% of their time finding and engaging with their ideal clients. These are the types of potential clients that all advisors want to work with.
Embracing AI and Intelligent Automation in Financial Services
We cannot emphasize enough the impact that artificial intelligence (AI) and automation (specifically Robotic Process Automation) has had, and will continue to have, on our industry. In fact, most advisors have grown so accustomed to their benefits, that they may not even realize the daily impact to their practices and clients.
WHITEPAPER: Growing Your Advisory Business During a Recession
Introduction
The recent COVID-19 outbreak is wreaking havoc not only on markets, but also...
The Taylor Report (6/14/22)
The end of the second quarter (6/30) is coming up. Expect selling across the board. Funds will want to show reduced market exposure to their investors, who won't to be happy when they see their quarterly statements.