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10 Disruptive Demos from InVest NYC 2018

Posted by on Jul 27, 2018 in Uncategorized

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

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 […]

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 […]

InvestEdge Peers a Decade Into the Future at Their Strategic Partner Forum

InvestEdge Peers a Decade Into the Future at Their Strategic Partner Forum

Posted by on May 14, 2018 in Conference Summaries

Looking forward 10 years into the future of any industry is mixture of one part research, one part intuition and one part luck.  And we have to wait a decade to see if the predictions were even close to being right. InvestEdge, a leading provider of innovative financial advisory technology solutions, gave their clients a […]

4 Best Practices for Banks Launching Digital Advice Channels

4 Best Practices for Banks Launching Digital Advice Channels

Posted by on Apr 29, 2018 in Conference Summaries

“I think that you will all agree that we are living in most interesting times. I don’t remember a time in which our history was so full, in which every day brought us new objects of interest, and, let me say also, new objects for anxiety.” — Joseph Chamberlain, British Politician, 1898 We can all […]

7 Surprising Ideas From Fiserv Forum 2018

7 Surprising Ideas From Fiserv Forum 2018

Posted by on Apr 23, 2018 in Conference Summaries

The future impact of emerging technologies on banking and wealth management were a continuous theme throughout Fiserv’s annual client conference, called Fiserv Forum, which was held last week at the Venetian Hotel in Las Vegas. Artificial intelligence, cybersecurity and the rise of China in mobile payments were hot topics covered by multiple speakers and panel discussions […]

Stranger Things Are Happening to Financial Planning Software

Stranger Things Are Happening to Financial Planning Software

Posted by on Mar 25, 2018 in Financial Planning

Financial planning software is dead. Long live financial planning software! Everyone knows if you want to create financial plans you need a financial planning application and if you want to open accounts, trade and run compliance you need a wealth management application. That’s the way it’s always been. These two previously separate systems have recently begun […]

The Game of Thrones Struggle Between Banks & Wealth Managers

The Game of Thrones Struggle Between Banks & Wealth Managers

Posted by on Mar 4, 2018 in Banking, Technology

2017 was a series of ups and downs for banks. The recently passed tax bill lowered their rates which will boost their bottom line and any interest rate hikes will goose their lending revenue. But new competitors lurk around every corner as technology giants such as Amazon, Facebook and Apple are launching consumer-facing financial products that chip […]

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