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Decentralized Diaries For The Week of 10/25/22

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By Christopher Hamman Last week, cryptocurrency prices held steady. Bitcoin prices remained at previous levels. Cryptocurrency adoption rates continued to rise as institutions continued...

REAL CLEAR CRYPTO: Web3 Takes Control of the Internet

In the same way that Bitcoin takes power away from banks and governments and returns control to its users, Web3 takes back control of our personal information from big tech companies.

What if……………?

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Seriously. What if some deep suppressed thoughts actually happened? Are they the BLACK SWAN events that pop out of the blue? Are they really Grey Swan...

Fintech Corner: Super-Charging Growth With Data and Deep Integrations

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Implementing technology for growth often involves re-visiting core technology to make sure it’s still relevant to an advisor’s needs. For most of the last 45 years, a simple CRM was sufficient.

The Times They Are a-Changin’: Automating Workflows in Financial Services

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Traditionally, workflow automation in financial services has been limited to two aspects. First, the front office is where automation is usually deployed – e.g., an automated chatbot to solve customer queries or marketing automation to increase customer engagement.

Where Should You Start Your Intelligent Automation Journey?

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As a highly customer-oriented industry, banking, financial services, and insurance (BFSI) has always been a prime candidate for digital transformation. COVID-19 catalyzed the adoption of digital technologies in this otherwise conservative sector, says Deloitte in their 2021 banking and capital markets outlook.

Bitcoin in Tonga – What Could Possibly Go Wrong?

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Just when a great idea begins to unfold, plans are laid out with a solid timeline and a...

2022 Market Predictions in Digital Wealth from the C-Suite, Part I

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It's that time of year, friends, when we look to the best and brightest across the many sectors of financial technology and digital wealth to share their prognostications for what the New Year may hold in 2022.

Docupace Announces Acquisition of PreciseFP at Riskalyze Fearless Investing Conference

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Docupace, the provider of back-office automation solutions for wealth management firms, made a big M&A splash this week at the Riskalyze Fearless Investing Summit in Palm Springs, with Docupace’s announcement of its acquisition of PreciseFP.

Overheard at FSI OneVoice: Top Four Tech Take-Aways for Wealth Management

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At this week’s OneVoice event, held in Orlando Florida, discussions that were both part of the formal agenda and informally among attendees contained a truly elevated sense of purpose and urgency on a wide range of topics – Including technology.