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What is automation in a modern enterprise environment? In a nutshell, automation can be defined as a collection of technologies (bots, business rules, sensors, programming scripts, etc.) that can complete a task with little to no human intervention.

Wealth management firms are amongst the most process-intensive businesses within the financial services sector. However, many firms struggle to adopt process automation because they lack an understanding of where to begin. 

Blockchain technology promises a high level of security through its distributed ledger system causing it to be one of the most secure data protection technologies we have available to us. At its core, the secure digital ledger system of blockchain is built to be one that cannot be ‘hacked’ or altered once the block is validated.

Stay aware of what's really going on (recession possibility, rising interest rates, inflation, etc.) and reduce risk as needed. Bear markets do NOT end after only a few months (or just because you want them to).

By Christopher Robbins This was another busy week in digital wealth—with huge announcements coming...

Hello VC Friends! Another wild, volatile week in the markets but we keep finding MAJOR deals...

The Los Angeles-based fintech and real estate investment firm Leap Analytics recently launched its full-service website. Leap’s site includes access to free financial education resources and information regarding its customized Home Equity Agreements (HEAs).

JIFFY.ai is hard at work to build a future where organizations are extremely efficient and able to deliver superior, personalized and digital enabled services to their clients.

Introduction The recent COVID-19 outbreak is wreaking havoc not only on markets, but also...

The end of the second quarter (6/30) is coming up. Expect selling across the board. Funds will want to show reduced market exposure to their investors, who won't to be happy when they see their quarterly statements.