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In One Word: TEACHER

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By Michael Partnow My amazing wife MaryAnn is better known to many as Miss MaryAnn.  I cannot imagine how...

Leap Provides Tech-Enabled Video Education Series at No Cost for Potential Home Buyers

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Leap Analytics, the fintech real estate investment firm that aims to empower underserved communities, recently launched a tech-enabled, four-part educational video series designed to...
NEWS BRIEF 2

Practifi Launches New Business Development App for Wealth Management Industry

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Practifi, a performance optimization platform for the wealth management industry, today announced the rollout of its latest application for business development (“BD app”). The...

The Taylor Report (8/16/22)

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Biggest news of the week?  BlackRock entered into a partnership with Coinbase to be able to offer BlackRock clients access to BITCOIN and also announced a trust that will invest in SPOT BITCOIN. That's big.

Fintech Corner: Learning And Development Has Become Essential To Fintech Success

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Over the past two decades, advisors embraced education and learning as a powerful tool capable of attracting new prospects, transforming existing prospects to clients and keeping current clients engaged.

AI ILLUMINATIONS: When It Comes to Making Big Changes, “Structure Sets You Free”

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Andrus says JIFFY.ai is laser focused on further advancing the client success organization to facilitate faster and smoother transformation—a type of hyper-efficient change management capability.

What’s Up with WhatsApp?

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Email and other traditional forms of digital communication take a back seat to new messaging apps, with increasingly well-known platforms like WhatsApp leading the pack.

Advisor Tech Talk (8/16/22)

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By Christopher Robbins How complex is too complex? It’s a question I ask myself with increasing regularity lately as I partake in a...

Crypto Sector Consolidation is Underway & BTC Adoption is Flourishing in Other Countries

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Ah, crypto. Much followed and certainly debated. As everyone is aware (or, almost everyone) this year has not been kind to the...

AI ILLUMINATIONS: Why Technology Needs to Retire the “MVP”

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With the rise of “software as a service” (or SaaS), and continual releases, patches and upgrades, technology is too often being delivered as an incomplete product, says Michael Partnow, Group President at JIFFY.ai.