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Thought Leadership

Digital Digest from the InVest 2018 Conference

Digital Digest from the InVest 2018 Conference

Posted by on Jul 18, 2018 in Conference Summaries

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

6 Ways AI Can Increase Consumer Confidence in Digital Banking

Posted by on Jul 8, 2018 in Artificial Intelligence, 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: We’re Not Just Gathering Assets, We’re Building a Brand

Posted by on Jul 1, 2018 in Conference Summaries

“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?

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 […]

HNW Clients Are Driving Banks to Expand Digital Advice Solutions

HNW Clients Are Driving Banks to Expand Digital Advice Solutions

Posted by on Jun 4, 2018 in Banking

As much as the previous business cycle in retail banking was marked by an unsustainable consumer credit explosion, the current one will be shaped by digital. This will include increased changes in payments and a wider metamorphosis in systems enabled by digital technologies. There is an immediate need for action. According to a report by […]

8 Cool Tamarac Updates from the Envestnet Advisor Summit 2018

8 Cool Tamarac Updates from the Envestnet Advisor Summit 2018

Posted by on May 22, 2018 in Conference Summaries

Creole cuisine, bead necklaces and Saints football at the Metrodome are three things that I come to my mind when I think of New Orleans. But last week, my thoughts were firmly focused on the Envestnet Advisor Summit, which was held in The Big Easy for the first time. With over 1,500 attendees, Envestnet’s client conference […]

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