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AI-Powered Alternative Investments Assistant Helix by HL Secures $6M Seed+ Funding Led by FINTOP...
The joint venture between TIFIN and Hamilton Lane, launched in June 2023, provides an AI assistant that allows advisors and investors to navigate the...
AI In Finance, Part 1: Harnessing the Power of Artificial Intelligence in the Finance...
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?
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.
STANDARD DEVIATIONS PODCAST: Investing Is (Physically) Painful
For the near future, we'll be delving into the archives of STANDARD DEVIATIONS, back to the days when Dr. Daniel Crosby first launched his...
Not Again. Another Bitcoin Bash. From the WSJ??
Well, Well Well. Having read the "Streetwise" column by James Mackintosh in last Friday's Wall Street Journal, it seems we have yet another "bitcoin...
REAL CLEAR CRYPTO: 2024 – The Year Apple Takes Virtual Reality Mainstream
As we eagerly step into the New Year, the sphere of technology continues to pulse with excitement and innovation. We believe the spotlight will be firmly on Virtual Reality (VR) and Augmented Reality (AR) in the new year.
AI ILLUMINATIONS: Implementing Technology? Look Before You Leap!
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.
INTELLIGENCE FOR GROWTH: How AI Can Help Advisors Find The Best Clients
Advisors today have plenty of options for generating leads—but how do they find the ones that will be the best prospects and, in turn, their best clients?
AI ILLUMINATIONS: How to Solve for Automation BEYOND Traditional RPA
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.
AWARD WINNING COGNICOR AI ASSISTANT CUTS UP TO 80% OF PRE- AND POST-MEETING WORK...
CogniCor, the Palo Alto-based provider of artificial intelligence-enabled digital assistants and business automation platforms for the financial services industry, announced its Meeting Assistant can...