fintech - search results

Advisors changing some or all of their technology stack should give some thought as to how they will implement that change—how will they onboard their staff? How will they help clients through the transition?

Rolaids... VC funds were getting bigger and bigger, feeding the idea of capital abundance and lavishly funded startups. Now, raising more and...

“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.

Personalization is the key to differentiation and a great client experience. But implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients.

An eye on AI (or sleeping with one eye open?) Last week, the Biden Administration released an executive order laying out a...

A, B, C, it's easy as 1-2-3 ... Innovation has been fast and furious for the Fintech sector, with lots and lots...

Financial firms potentially have tens of trillions of pieces of data available to them today, much of it portfolio and demographic data about their clients—but there’s also user behavior data.

The Game of Monopoly... Monopoly, the game, is about 'growing rich' by buying properties, charging rent, and making 'smart decisions' to stay...

Technology has long been a force for unity within financial services firms, but not always in a good way. offering little in the way of data-sharing, said Adrian Johnstone, President of Practifi.

The word “integration” is so commonly uttered by technology providers that it’s become the  corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology