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WEALTHTECH INSIDER: Orion Launches Redtail Campaigns, Industry’s First CRM-Centric Marketing Suite
Orion Advisors Solutions is taking another big step towards offering advisors and their clients a fully integrated, seamless technology experience by beefing up their automated marketing efforts.
FusionIQ Launches Digital First TAMP
Woburn, Massachusetts-based FusionIQ, a SaaS provider supporting wealth management professionals across banks, credit unions, RIAs, and broker-dealers announced it launched a new Turnkey Asset...
TIFIN’s Wealth division announces the industry’s first AI platform for client personalization
BOULDER, Colo. & NEW YORK, Nov. 1st, 2022 -- TIFIN, the fintech platform known for its highly engaging products fueled by advanced data science...
Digital Wealth News to Serve as Lead Media Sponsor for First W3BX Conference and...
BOZEMAN, Mont., Sept. 20, 2022 -- Digital Wealth News, a multi-tiered media platform combining news, thought leadership, partner content and industry press – with...
AI ILLUMINATIONS: How Financial Firms Can Decide What to Automate First
How can companies starting on their technology journey identify the right process to automate? The answer is multifaceted, per Phil Sheridan at JIFFY.ai, an autonomous enterprise platform for finserv organizations.
What’s Up In El Salvador, The First Country To Adopt Bitcoin As Legal Tender
With all the turmoil in global financial markets wreaking havoc across multiple asset classes, certainly including cryptocurrencies, perhaps...
Fintech Corner: How the CRM Is the First Step to RIA Digital Asset Adoption
RIAs oversee more than $97 trillion in AUM, and while that is an eye-popping amount, it could grow even larger if advisors started to attract more of the digital asset pie.
AI ILLUMINATIONS: Only Fools Rush In – Why Fintech First Movers No Longer Have...
Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient, said Michael Partnow head of wealth management at JIFFY.ai
Do No Harm: The First Rule When Considering New WealthTech
About a decade ago, many within the industry debated whether advisors fully embracing technology was a do-or-die proposition, with many taking the position that it wasn't.
Episode 32: Best Practices for Owning and Leaving Cryptocurrency to Heirs
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...