2018 FinTech Think Tank
June 20, 2018 | Runtime: 2:26
Which clients enjoy using the digital advice experience, and how that can relate to your practice.
June 20, 2018 | Runtime: 2:02
How artificial intelligence is changing the way firms tackle investment management and other data-driven tasks.
June 20, 2018 | Runtime: 1:45
Technology tools can provide great benefits to your business, but it won't happen on its own. It's up to you to use them.
June 20, 2018 | Runtime: 2:35
Just because you have a lot of technology doesn't mean it's being used right. Today's reality is that it can be up to you to maintain it.
June 20, 2018 | Runtime: 2:09
The Goliaths could soon be entering the advice business. Can your experience and human touch can make you into a David?
June 19, 2018 | Runtime: 2:29
Jessica Liberi discusses ways in which firm leadership can ensure the revolutionary tech they invest in actually gets used by their staff.
June 19, 2018 | Runtime: 1:36
The best software in the world doesn't do your firm any good if you're unable to convince people to use it. Linda Ding offers tips for success.
June 19, 2018 | Runtime: 2:57
David Melhorn discusses how FinTech firms strategize whether or not to compete with a fellow firm, or form an integration.
June 19, 2018 | Runtime: 1:25
What's more important, deciding between the type of tech investment you make, or the partner with whom you make it? Bob Conchiglia weighs in.
June 19, 2018 | Runtime: 1:52
Are open architecture APIs the key to unlocking true integrations across the financial services business? Lori Hardwick of AI labs dives deep to find out.