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Fintech Luminaries – Meet Dr. Sindhu Joseph of CogniCor
CogniCor has built an artificial intelligence-driven digital assistant platform that enables wealth management firms to provide their advisors and staff members with guidance for highly manual, often time-consuming tasks.
The Taylor Market Report (2/6/24)
Expanding war. Interest rates staying high. Inflation inching up. Election shenanigans. What could possibly go wrong? Pretty sure we will find out at some point.
MARTECH MINUTES: Tips for ‘Vetting’ an Advisor Communications Solution
A communications strategy has become crucial to modern business operations in the finance industry to streamline communications and campaigns, automate repetitive tasks, and make data-driven decisions.
The Taylor Market Report (1/30/24)
Inflation. For the life of me I cannot understand how jumping people's cost of living up 20% and then cheering when that 20% rise is "only" adding 3% a year now is a win. Huh??
MARTECH MINUTES: Marketing Communications Policy Gaps – A Top Concern for Wealth Firms
One of the most perplexing and persistent is managing marketing communication policy gaps. Marketing communications policies provide an outline or blueprint that guides all elements of communication.
Advisor Tech Talk (Week of 1/29/24)
This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...
The Taylor Market Report (1/23/24)
The stock market (S&P500) got to new all time highs & are living in a fantasy world. Right now we have a toss up for the S&P 500. A huge melt up & bull market blow off, or the beginning of a prolonged sell off.
Advisor Tech Talk (Week of 1/23/24)
There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...
MARTECH MINUTES: AI in Marketing Communications: Friend or Foe?
Artificial Intelligence (AI) is significant among evolving technologies due to its transformative potential in revolutionizing business processes, including marketing communications.
The Taylor Market Report (1/16/24)
What if everyone is wrong again this year BUT for the wrong reasons? What if interest rates don't get cut.....or raised? What if inflation doesn't perk up......but stays stubbornly high?