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What Is a Digital Automation Platform?

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What is automation in a modern enterprise environment? In a nutshell, automation can be defined as a collection of technologies (bots, business rules, sensors, programming scripts, etc.) that can complete a task with little to no human intervention.

Publisher Notes For 6/21/22

Happy Summer, Friends!  We cover so many important and diverse topics for financial professionals this week including inflation, market history, data management. the metaverse, managing the volatile crypto sector and "autonomous enterprise" plus more. READ UP!

The Week in Digital Wealth (6/21/22)

By Christopher Robbins This was another busy week in digital wealth—with huge announcements coming...

Top 5 VC Deals of the Week in Digital Wealth (6/21/22)

Hello VC Friends! Another wild, volatile week in the markets but we keep finding MAJOR deals...

Advisor Tech Talk (6/21/22)

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By Christopher Robbins It was a busy week for financial markets as reactions to...

Leap Launches Full-Services Website and Digital Education Platform

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The Los Angeles-based fintech and real estate investment firm Leap Analytics recently launched its full-service website. Leap’s site includes access to free financial education resources and information regarding its customized Home Equity Agreements (HEAs).

Top 5 VC Deals of the Week in Digital Wealth (6/14/22)

Friends, we'd be remiss not to acknowledge that as we write this, oil has hit a new...

The Week in Digital Wealth (6/14/22)

By Christopher Robbins Just as volatility, recession and inflation have become part of the...

Advisor Tech Talk (6/14/22)

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By Christopher Robbins As an older Millennial, I love my technology.

Smarsh Taps Kim Crawford Goodman as New CEO

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Smarsh has a new CEO, with the digital archiving and capture firm announcing Thursday that it appointed Kim Crawford Goodman to the role. She replaces Brian Cramer, who will transition to the company's board of directors.