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AI ILLUMINATIONS: How to Solve for Automation BEYOND Traditional RPA
The idea that ‘machines’ could mimic human actions in the back-office became a reality a few years back. That is when Robotic Process Automation (RPA) emerged in the Wealth industry.
Advisor Tech Talk (Week of 11/14/23)
It’s finally here—a break in the frenetic pace of technology news in the wealth management space.
There’s still plenty to read about...
AWARD WINNING COGNICOR AI ASSISTANT CUTS UP TO 80% OF PRE- AND POST-MEETING WORK...
CogniCor, the Palo Alto-based provider of artificial intelligence-enabled digital assistants and business automation platforms for the financial services industry, announced its Meeting Assistant can...
INTELLIGENCE FOR GROWTH: A Primer on Private Credit as an Opportunity for Fixed Income...
With the spiking of inflation and rising interest rates, many investors are drawn even more so to Private Credit investments featuring floating rates, which rise in line with interest rates.
DWN Publisher Notes For 11/7/23
Friends, updating tech stacks is all the rage - even the NYSE announced theirs was recently upgraded. Tech may SEEM like it's slowing but it ain't over until it's over. READ UP!!
$15 Billion Summit-Backed Adviser Investments is Now RWA Wealth Partners
Six months after its merger with Ropes Wealth Advisors, Boston-based Adviser Investments announced its rebranding as RWA Wealth Partners. The independent wealth management firm...
Fintech Corner: The Multiple Layers of Personalization in WealthTech
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.
The Week in Digital Wealth (11/6/23)
Happy new month (in arrears).
Cloud-based products are in fashion, coupled with AI-focused additions and solutions.
TS Imagine extended its compliance solutions with a few additions.
EquiLend...
STANDARD DEVIATIONS PODCAST: Akhil Patel – The Hidden Order of Markets
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Akhil Patel.
Akhil Patel is the Director of Property Sharemarket Economics,...
Decentralized Diaries for the Week of 11/6/23
The cryptospace continued to hum along with the regular issues happening like clockwork.
SBF is guilty.
That's what the jurors decided.
The DoJ seized 30k Ethereum tokens.
Solana...