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Q&A: CogniCor Founder – AI Makes Advisors Better at Client Service

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When Sindhu Joseph, Ph.D. founded CogniCor in 2018, her vision was to provide the financial services industry with the tools needed to alleviate the...

MARTECH MINUTES: The Tools Marketers Must Have in Their Toolbox

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This year will likely witness a surge in demand for various types of marketing software that can effectively address an organization's emerging needs.

Advisor Tech Talk (Week of 3/18/24)

Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...

AI & Finance™ | News for the Week Ending 3/15/24

Artificial intelligence has the ability to help transform the way people live—financially speaking, it’s already subtly changing the way we earn, spend, save and...
zCindy-New

DWN Publisher Notes For 3/13/24

Friends, in this week's edition of DWN, we ponder whether AI is the new Bitcoin, delve into the latest declarations from BTC enthusast Michael Saylor, and so much more. READ UP!!

AdvizorStack: An Outsourced CTO for Small- to Midsized RIAs

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Throughout his 30+ year financial services career, AdvizorStack CEO Paul DeMaio never considered himself a disruptor. All that changed in 2022, when Paul, along...

Fresh Finance and Wealth Management GPT Announce Integration

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Fresh Finance, a leading financial technology company, has forged a strategic alliance with Wealth Management GPT, a global provider of generative AI solutions for...

Can NIST Guidelines Keep AI Trustworthy?

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Ever since ChatGPT became the fastest growing app in history, artificial intelligence has captured the world’s imagination. The expected implications of AI vary depending...

What IF? AI Pluses & Minuses + Bitcoin Issues

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Crazy. There is a whole lot going on and in lots of different directions. Let's begin with March. A new month, the last month...
zCindy-New

DWN Publisher Notes For 3/6/24

Friends, Spring is almost here & it's BOTH "In like a lion" (blizzards in California) & "In like a lamb" (75° in the Midwest).  The schizoid weather mirrors the schizoid markets & political climate we're all living through these days, but DWN remains a voice of clarity for all things fintech. READ UP!