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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. 

Happy Summer, Friends!  We cover so many important and diverse topics for financial professionals this week including inflation, market history, data management. the metaverse, managing the volatile crypto sector and "autonomous enterprise" plus more. READ UP!

The recent bear market has yet to impact the seeming record-pace of advisor recruitment across the wealth management space. Especially as advisors and firms find their post-pandemic footing, technology has played a more significant role in this process over the past year, according to the experts we spoke with for the latest Digital Wealth News roundtable.

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

By Christopher Robbins It was a busy week for financial markets as reactions to...

Cryptocurrency has always been volatile with regards to its fiat-comparative value.  It Is important to remember that the blockchains are decentralized and there isn’t any single entity behind it putting out media fires.  With that in mind, current fiat value becomes irrelevant to believers when we are Hodlers, as there are many promising signs of what’s yet to come.  Crypto and NFT adoption is still just getting started.

With workflow automation, standard processes can be designed and managed within a single platform. Processes like the one mentioned above can be kicked off automatically, assigning tasks to the appropriate team members and triggering a number of other steps.

Prospecting is the bread and butter of every financial advisory practice, which is why the best advisors spend up to 20% of their time finding and engaging with their ideal clients. These are the types of potential clients that all advisors want to work with.

Friends, this week we jump into a historical look at past financial crises and what has brought the current one to pass, we delve into how to communicate with Gen Z investors and learn some important tips for breakaway advisors to consider before they take the leap. READ UP!