Home Search

one - search results

If you're not happy with the results, please do another search

MARTECH MINUTES: 7 Signs Your Marketing Technology is Failing You

0
Effective martech can enhance your marketing efficiency, but as the industry evolves, it may be time to replace & update your martech stack. Here's seven red flags that signal it's time to replace your Martech stack.

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...

AI EDUCATION: What Is “AI STEVE”?

0
Each week we find a new topic for our readers to learn about in our AI Education column.  This week we find inspiration in, of all things,...

The Taylor Market Report (6/18/24)

0
Equity markets are getting ever more narrow. AI and tech stocks are masking a lot of underlying weakness. Hey, but who cares? We all know markets only go up, right? News and common sense doesn't matter.

The AI Takeover. It’s Only Just Begun.

0
Yikes! The artificial intelligence (AI) takeover is further along then we thought. Very subtle and, at times, seemingly under the radar, but it's under...
zCindy-New

DWN Publisher Notes For 6/19/24

Friends, have you considered voting for an AI for Congress?  Well, it's happening in the UK for a Parliament seat.  Meanwhile, we saw a MASSIVE $650M funding in the financial research sector this past week. The news continues, even during the "slow" summer months...READ UP!

The Week in Digital Wealth (6/18/24)

0
The industry shifted from embedded integrations to partnerships. Unveiled solutions (also) had a utility focus, solving customer-related problems (seamlessly). Headlines to take note of: The...

STANDARD DEVIATIONS PODCAST: Shawn Sparks – The Advisor Transformation

This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Shawn Sparks of Triad Partners Shawn Sparks has worked with hundreds...

MARTECH MINUTES: Using Key Metrics To Quanitfy The Value of Marketing

0
Recently, we sat down with Teresa Leno, CEO and Founder of Fresh Finance, to understand her take on vital approaches to help wealth organizations establish and showcase the value of their marketing efforts.

FINTECH VIEWS: How Technology Is Propelling Success in Multi-Family Offices

0
Recent Federal Reserve data indicates that the top 10% of families account for almost three-quarters of U.S. wealth. These affluent families have complex wealth management needs.