Case Studies
Mission: Impossible – Choosing the Right Digital Advice Vendor
“Your mission, should you choose to accept it, is to review and analyze the leading vendors in the digital advice space and select the best one for your firm.” “This message will self-destruct in five seconds.” Sometimes it seems that the only way to fully grasp the rapid advances in advisor technology is to be […]
10 Disruptive Demos from InVest NYC 2018
This has become one of my favorite parts of conferences: The Demos. A steady stream of vendors, each given under ten minutes extolling their new features to a highly critical audience that can sometimes get a little glassy eyed with wonder. In these sessions, it pays to be on early, since by the time the […]
Digital Digest from the InVest 2018 Conference
The battle between every startup and incumbent comes down to whether the startup gets distribution before the incumbent gets innovation. I pulled this quote from one of my favorite podcasts, a16z, which is produced by VC firm Andreessen Horowitz. I felt as though I was witnessing this ongoing struggle live last week at the In|Vest […]
6 Ways AI Can Increase Consumer Confidence in Digital Banking
Financial services firms are dealing with a crisis of consumer confidence that threatens to drive customers into the arms of non-bank providers. This is according to Natalie Cartwright, co-Founder and COO of artificial intelligence technology vendor Finn AI. As part of her presentation at American Banker’s Digital Banking Conference 2018, Cartwright noted that 57% of North Americans are […]
Acorns: We’re Not Just Gathering Assets, We’re Building a Brand
“Acorns is not in the asset accumulation business. We are building a consumer brand that sells financial products.” — Manning Field, Chief Commercial Officer, Acorns Some companies have a mission statement and some have a corporate vision while others have both. At Acorns, the micro-investing app, they have a mantra. Inspired by the mighty oak […]
Will AI be an Advisor’s Best Friend or Worst Nightmare?
Over the next decade, artificial intelligence (AI) and other emerging technologies will have a tremendous impact on the human labor market. So much so that AI could render nearly half of all US occupations obsolete. In fact, we can expect 65% of today’s college graduates to one day be working in jobs that do not […]
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