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MARTECH MINUTES: How Using Finance Content Equates to Being a Thought Leader

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Participating in social media, sending clients a monthly newsletter, being featured in industry webinars, and attending events are ways to become a thought leader in the wealth industry.

AI ILLUMINATIONS: Tech Planning for the Next Year – What Wealth Organizations Must Do...

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Manish Pandey, Senior Vice-President, and Head of Banking at JIFFY.ai shares with Digital Wealth News™ readers what financial institutions must do now as they prepare for 2025 and beyond.

AI & Finance™ | News for the Week Ending 11/15/24

The hits keep coming, don’t they?  November may be the cruelest month for an artificial intelligence and financial technology journalist, because there’s so much going...

AI REGS & RISK: Is AI Trying to Shmooze Us?

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In the rapidly evolving landscape of AI, the influence of large language models (LLMs) goes far beyond generating conversational responses. These models are increasingly...

FINTECH VIEWS: Firms and Advisors Serving UHNW Investors Have No Room for Error When...

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By Brian Weiner, Family Office Resource Group Businesses spend billions of dollars on marketing each year to, in part, build and maintain authentic connections with...

DWN’s Al and Ivy (AI) Podcast, Episode 3 – Discussing BITCOIN & MICROSTRATEGY

DWN's new podcast series with hosts, Al and Ivy (AI), presents the most topical subject of the week and discusses it in an easy...

Decentralized Diaries for the Week of 11/12/24

The recently concluded elections showed the crypto industry's new outlook as the sector took center stage in ongoing conversations and choices voters made. Implementing...

Advisor Tech Talk (Week of 11/13/24)

After what seems like an endless stream of weeks in which we extolled how busy and active the wealthtech sector was,...

MARTECH MINUTES: How Banks Can Meet the CRA Rule For Financial Literacy

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In the ever-evolving world of finance, developing regulations and standards set by various legislative acts has become a norm for financial institutions and banks.

AI & Finance™ | News for the Week Ending 11/8/24

Lord help me, I’m getting out my soapbox.  This week on AI and Finance we do have a strong list of headlines to get to,...