Home Search
rain - search results
If you're not happy with the results, please do another search
AI In Finance, Part 2: Chatbots and the Client Experience
This week we continue with part 2 of our five-part series, where we explore how artificial intelligence (AI) enhances the client experience by creating...
Advisor Tech Talk (Week of 12/11/23)
It’s not the calm before the storm, it’s really the storm before the calm.
Yes, it’s actually been quite a year for...
STANDARD DEVIATIONS PODCAST: Dr. Ali McCarthy – Doubling Your Business with Emotional Intelligence
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Ali McCarthy.
Ali is a corporate marketing advisor who...
Decentralized Diaries for the Week of 12/4/23
"The harder they rise, the harder they fall".
At least, that's how the saying goes.
The crypto space won't be the same without Changpeng Zhao.
That said,...
Advisor Tech Talk (Week of 11/28/23)
It’s all about the apps.
Welcome to another week of advisor tech headlines—being the week after a federal holiday, we’re a little...
FOMO (Fear of Missing Out) Or FOBI (Fear of Being In)
Well, here we are again.
Financial markets have moved up sharply. Bitcoin and ethereum, too. Now what? The higher markets go, FOMO kicks in. You...
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.
MARTECH MINUTES: 7 Signs It’s Time to Replace Your Marketing Technology
Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.
Fintech Corner: Why Firms at Scale Need Different Technology to Take Off
“The technology that helps a start-up mature and move through its growth phase rarely suits that firm’s needs when it comes time to scale,” said Adrian Johnstone, president and co-founder of Practifi.
DWN Publisher Notes For 11/7/23
Friends, updating tech stacks is all the rage - even the NYSE announced theirs was recently upgraded. Tech may SEEM like it's slowing but it ain't over until it's over. READ UP!!