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AI In Finance, Part 5: Using AI to Write Financial Content
We continue with part 5 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience...
MARTECH MINUTES: 2024-Time for New Advisor Marketing Tech
Despite the New Year, Marketing teams are still being stretched, often asked to do more with less human capital, fewer resources, and limited budgets for marketing technology.
2023-The Year in Digital Wealth, Part 2
We wish everyone a Happy New Year! To review Part 1 of our 2023 year in review in digital wealth. click here. Now onto...
2023-Decentralized Diaries, A Look Back, Part 2
What would the crypto regulatory landscape look like in 2024?
No one knows, with the world spinning in several directions! Meanwhile, as we look back...
FusionIQ and Kinecta Federal Credit Union Create Integrated Platform to Meet Investment Needs of...
FusionIQ, a cloud-based wealth management solutions provider for financial institutions headquartered outside of Boston, has formed a strategic alliance with Kinecta Federal Credit Union to offer...
REAL CLEAR CRYPTO: AR & VR Catalysts are Coming
As we step into the New Year, the tech world is poised on the cusp of a monumental shift, particularly in the realms of Augmented Reality (AR) and Virtual Reality (VR).
Top 10 VC Deals of 2023 in Fintech
Gun Powder, Dry Powder...BOOM!
As we look back to 2023, optimism was high (along with funding deals) in Q1 and Q4.
Perhaps it...
2023 | Advisor Tech Talk-Year in Review, Part 2
Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...
STANDARD DEVIATIONS PODCAST: The Future of Everything is Human-First
This week on Standard Deviations, Dr. Daniel Crosby lays out Seven Rules for Life and Money.
Educated at Brigham Young and Emory Universities, Dr....
INTELLIGENCE FOR GROWTH: For AI-Driven Marketing Automation, Integrations Are Key
Any well-built technology is only as good as the information that an advisory firm feeds it. For an AI-driven marketing automation platform, that fuel is fed via integrations, said AJ Boury, Clout by TIFIN’s CMO.