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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.
NEWS BRIEF 2

Smarsh Enables Enterprise Organizations to Unlock More Compliance Capabilities for Zoom Meetings

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PORTLAND, Ore., April 4, 2022 /PRNewswire/ -- Smarsh®, enabling organizations to manage the risk and uncover the value within their communications data,...

The Week in Digital Wealth (4/5/22)

By Gregory Bilecki TWIDW 4/4/22: Russia and Ukraine updates, Senator Warren is starting to worry...

Publisher Notes For 3/29/22

Friends, heard of the Bored Ape Yacht Club yet?  If not, you need to get educated as the firm behind the wildly popular NFT series just nabbed $450M in venture capital. This week we also look at the "new normal" in markets, meet a former FA who's moved to a crypto fund and review the SEC's new cybersecurity rules, plus more.  READ UP!  | Cindy Taylor, Publisher READ UP!  | Cindy Taylor, Publisher

REAL CLEAR CRYPTO: It Wasn’t The Returns – How Crypto Pulled This Advisor...

Ten years ago, Jonathan Cagle was a financial advisor investing client portfolios in traditional assets. Then he encountered digital assets and today, acts as a portfolio manager & research analyst for Sarson Funds.

The Week in Digital Wealth (3/29/22)

Russia & Ukraine updates, the Administration’s crypto plans with the 2023 budget package, and former prosecutor Katie Haun breaks fintech boundaries. Zilliqa adds life to the Metaverse with a new MaaS solution, Florida accepts Bitcoin as tax payments for business filers this year with Colorado in tow, prePO removes more barriers from Wall Street, Digits will help close your books and save time, and finally, the Bank of England taps the help of MIT to help with its CBDC implementation.

Publisher Notes For 3/15/22

Friends, this week we ask you to consider the MANY headwinds facing the markets presently. We also delve into entertainment NFTs in our podcast series & with Jamaica announcing it will be launching a new CBDC soon, we can't help but wax nostalgic back to the 80's & the (in)famous Jamaican bobsled team. Ya mon. READ UP!

WEALTHTECH INSIDER: 3 Pain Points of Client Onboarding—and How to Make Yours Better

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All too often, client onboarding can be an unpleasant experience. There’s paperwork to sign, wait times to endure, and general uncertainty that can creep in.

Publisher Notes For 3/8/22

We have such a powerful newsletter this week ranging from the subtleties of posting to social media by platform to maneuvering "Broker Protocol" to the profits and perils of NFTs. And that's just getting started. Then we delve into the fintech ramifications for the Ukraine/Russia conflict and wrap it all up in a bow with several eye-opening Gray Swan scenarios. Read Up!

REAL CLEAR CRYPTO: Stablecoins – To Peg or Not to Peg

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Stablecoins are an increasingly popular way for people who are looking to get into cryptocurrencies. They are a type of cryptocurrency that have their value pegged to another asset.