2018 FinTech Think Tank

Lessons you can learn from the robos

June 20, 2018 | Runtime: 2:26

Which clients enjoy using the digital advice experience, and how that can relate to your practice.

Transformers: Investment management in disguise (or at least done by AI tools instead)

June 20, 2018 | Runtime: 2:02

How artificial intelligence is changing the way firms tackle investment management and other data-driven tasks.

It may be intelligent, but tech can't implement itself

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.

Tech smorgasbord!

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.

How dire is the threat of the big tech companies?

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?

Tech can make your firm more efficient and profitable, but will your staff buy into it?

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.

You've invested in efficiency-creating tech; now what?

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.

The line in the sand for FinTech firms: compete or integrate?

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.

Can your firm really be future-proof?

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.

Deep diving into integrations

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.

 
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