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Fintech Corner: The Multiple Layers of Personalization in WealthTech
Personalization is the key to differentiation and a great client experience. But implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients.
The Week in Digital Wealth (11/6/23)
Happy new month (in arrears).
Cloud-based products are in fashion, coupled with AI-focused additions and solutions.
TS Imagine extended its compliance solutions with a few additions.
EquiLend...
Decentralized Diaries for the Week of 11/6/23
The cryptospace continued to hum along with the regular issues happening like clockwork.
SBF is guilty.
That's what the jurors decided.
The DoJ seized 30k Ethereum tokens.
Solana...
REAL CLEAR CRYPTO: Biden’s Executive Order-A Step Towards Ethical & Secure AI Development
In an important step, President Biden has signed a comprehensive Executive Order to oversee and regulate the implementation and growth of Artificial Intelligence (AI) across the United States.
MARTECH MINUTES: Exploring the Impact of AI on Content Marketing
In a technologically driven era, artificial intelligence (AI) is not a far-fetched concept but a reality transforming various industry sectors. Over time, AI has been progressively infiltrating the marketing industry.
Advisor Tech Talk (Week of 11/7/23)
Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...
INTELLIGENCE FOR GROWTH: Secure the FinServ Industry’s Future By Solving for Gen Z
The financial industry has finally come to embrace Millennials and is making strides to adequately communicate with the largest generation in the workforce.
MARTECH MINUTES: 2024 Social Media Trends for Financial Professionals
As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.
The Week in Digital Wealth (10/31/23)
"Money 20/20 Las Vegas" began and ended with a bang.
Lots of "out-of-the-box" solutions were everywhere.
That said, Liquidnet gave the markets a new gift per...
Decentralized Diaries for the Week of 10/31/23
It looks like the Fed is still interested in a CBDC, despite objections.
JPMorgan Chase's "JPM Coin" is processing over $1 billion daily for several...