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Practifi Launches New Business Development App for Wealth Management Industry
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)
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
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”
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?
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)
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
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”
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.
Advisor Tech Talk (8/10/22)
By Christopher Robbins
Are we or aren’t we in a recession?
The lack of clarity and consensus is one...
The Promise and Limitations of Wealth Management Automation
The potential of automation and artificial intelligence-enabled (AI) programs and tools were thought to ensure a digital revolution across wealth management.