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INTELLIGENCE FOR GROWTH: Four Types of Email Marketing Automation to Bolster Your Firm’s Outreach
Marketing automation allows businesses to target customers with automated messages across marketing channels like email, web, and social media.
The Taylor Report (4/19/22)
The biggest "new" thing of the week is how many investors/traders believe that inflation, higher interest rates and geopolitical events don't matter. Yeah, right!
The Week in Digital Wealth (4/19/22)
By Gregory Bilecki
TWIDW 4/19/22: Fed News & Market Impacts, Binance launches its first customer...
Sustainability, Speed and Smart Cities: Fantom’s Reimagined Approach to the Blockchain Trilemma
In the next segment of Sarson Funds’ Defi Series, we will provide an overview and analytical discussion of Fantom (FTM), an alternative layer 1 decentralized financial (DeFi) network.
Why Advisory Firms Need Role-Based Technology
Financial advisors can learn a lot from doctors and lawyers. Not only is providing financial advice evolving into a profession as indispensable and rigorous as medicine and law, but it’s also maturing into one that requires a modern approach to technology. Both medicine and law have embraced a role-based approach to building technology stacks and it’s time for financial services to do the same.
The Taylor Report (4/12/22)
BITCOIN WEAKNESS? COULD THE CAUSE BE SHORT SELLING AGAINST BUYING THE GRAYSCALE BITCOIN TRUST? THE GBTC TRADES AT A 25%-30% DISCOUNT TO CASH BTC.
AI ILLUMINATIONS: What Financial Services Firms Should Look For While Automating Business Processes
Leaders of most Financial Services firms and several Advisors keep wondering where and how to start automating their business processes for the best results. The answer to that is rather multifaceted.
DWN Round Table: Technology Demands of Digital Native NextGen HNW and HENRY Clients
The next generation of high-net-worth (HNW) and high-earning, not rich yet (HENRY) investors do not remember a time without instant access to information, text messaging or social media, and many do not want to use the phone.
FREE WEBINAR: Navigating Inflation, Interest Rates, and a Tumultuous Market
HOSTED by:
Navigating Inflation, Interest Rates, and a...
EPISODE 57: Why Financial Institutions went from Toe Dipping to Diving into Crypto Waters
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...