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Fintech Corner: How Practifi Converts Satisfied Clients Into Raving Fans
Practifi, a business management platform for the wealth management industry, seeks to cultivate raving fans through a set of client advocacy initiatives, said Lindsay Hanson, head of client success.
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.
ComplySci Publishes 2022 CCO Playbook
ComplySci, the rapidly expanding provider of regulatory technology and compliance tools for the financial services sector, published its...
AI ILLUMINATIONS: The Internal Sale of Automation
While the management might want to implement technology at the enterprise level to solve a business challenge, effective automation requires implementation that drills down to each stakeholder.
Advisor Tech Talk (4/26/22)
It seems like we have a blockbuster deal in the wealthtech space ever three-to-nine months, and this past...
Top 5 VC Deals of the Week in Digital Wealth (4/26/22)
Fintech VC keeps truckin' and we have more MAJOR deals to review this week, every one, once again,...
Publisher Notes For 4/20/22
Friends, this week we explore what may be driving the unusual Bitcoin markets, review our top VC deals (Brazil brought us the "winner" this week) and explore Tesla's latest exploits in crypto mining, plus so much more. READ UP! Cindy Taylor | Publisher
THE UNEXPLAINED. EXPLAINED.
So how do you explain things that are seemingly UN-explainable?
Logically every event that...
REAL CLEAR CRYPTO: The Future of Crypto, Part 1
Over the past 11 years, blockchain technology and cryptocurrencies have proliferated, moving from a fringe technology and financial movement to a major current in the mainstream.
Advisor Tech Talk (4/19/22)
My dollars and cents look the same size, but somehow they’re a lot smaller than they used to...