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MARTECH MINUTES: How Marketing Teams Can Survive Budget Cuts and M&A
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.
AI & Finance™ | News for the Week Ending 9/20/24
Welcome to another edition of AI & Finance bursting at the seams with financial artificial intelligence news!
This week we have items from some of...
AI & Finance™ | News for the Week Ending 8/23/24
Artificial intelligence is big now, but it’s going to get bigger.
I guess we could start out every week’s AI & Finance by saying that,...
Advisor Tech Talk (Week of 8/21/24)
Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...
Advisor Tech Talk (Week of 8/6/24)
We don’t talk a lot about the price swings in investments and markets in our discussions of advisor technology and wealthtech—perhaps...
AI & Finance™ | News for the Week Ending 8/2/24
As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...
AI & Finance™ | News for the Week Ending 6/21/24
We are now more than 19 months from generative AI surging into the public consciousness in a major way with the initial launch of...
FINTECH VIEWS: The Tech Integration Evolution in Wealth Management
As industry watchers have focused on the headline-inducing developments in wealth management – consolidation, private equity, breakaway advisors, the cost of capital – a...
INTELLIGENCE FOR GROWTH: How TIFIN AG Is Helping Wealth Firms Drive New Asset Growth
At its core, TIFIN AG exists to bring more people into the world of financial advice. We achieve this by creating machine learning models that generate insights, signals, and intelligence to help wealth enterprises grow faster.
Advisor Tech Talk (Week of 5/6/24)
There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...