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FINTECH VIEWS: Salesforce Integration – Harnessing the Power of Wealthtech
Relationships are central to a successful wealth management experience. That reality extends beyond the advisor/client relationship to how technologies interact with each other within an enterprise.
THE LEAD | 2025 Future Trends in Artificial Intelligence and Finance, Part 1
2024 is about to be in the rear view mirror and as we look to the New Year, we see a huge transformational shift...
AI REGS & RISKS: AI Agents in 2025 – Delivering Efficiencies, But Who’s in...
Everyone’s talking about super-charged “AI Agents” that will independently manage entire operations with huge gains in efficiencies. By the end of 2025, these digital...
The Week in Digital Wealth (12/17/24)
Innovation continued to push the industry forward, with product integrations leading the charge. The year-end quiet buzz was in the air, alongside jingle bells...
AI & Finance™ | News for the Week Ending 11/29/24
It’s a holiday week AI & Finance and we still have plenty of news to cover, so we’re scrapping tentative plans to revisit some...
Advisor Tech Talk (Week of 11/27/24)
Well, it finally happened, which means this week in Advisor Tech Talk we’re going to have to talk about it: Robinhood...
The Week in Digital Wealth (11/12/24)
The earnings season and the elections were a potent combination for a slightly subdued industry. Innovation continued, with everything pointing toward an intense year-end.
Headlines...
WEALTHTECH 3.0: Q&A With Pamela Cytron on Startup Innovation in WealthTech
Digital Wealth News recently sat down with The Founders Arena president Pam Cytron to discuss a wide range of topics that start-ups in the sector face.
The Week in Digital Wealth (11/5/24)
Partnerships continued to drive the industry, with utility gaining traction. Government interventions showed up as usual, and upstarts upended the regular flow.
Headlines to take...
Advisor Tech Talk (Week of 10/30/24)
With wealth management and fintech conferences stacking up, there was a lot of news to sift through this week and there...