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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.
ComplySci Publishes 2022 CCO Playbook
ComplySci, the rapidly expanding provider of regulatory technology and compliance tools for the financial services sector, published its...
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
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...
Top 5 VC Deals of the Week in Digital Wealth (4/19/22)
With Easter week and more spring vacations behind us, last week brought a bit of a slowdown in...
The Week in Digital Wealth (4/19/22)
By Gregory Bilecki
TWIDW 4/19/22: Fed News & Market Impacts, Binance launches its first customer...
The Times They Are a-Changin’: Automating Workflows in Financial Services
Traditionally, workflow automation in financial services has been limited to two aspects. First, the front office is where automation is usually deployed – e.g., an automated chatbot to solve customer queries or marketing automation to increase customer engagement.