2017 InvestmentNews Technology Think Tank

What's next in the evolution of digital advice platforms?

November 07, 2017 | Runtime: 1:50

The client experience is becoming richer thanks to so many technological advancements. Industry experts share their insights on this digital evolution.

AdvisorEngine's Cancro: 2 ways tech will help future advisers

November 07, 2017 | Runtime: 0:59

AdvisorEngine's Rich Cancro believes that the future of adviser technology needs to solve for 2 things. Hear his thoughts and what their firm is doing to help.

Is your firm investing in fintech?

November 07, 2017 | Runtime: 2:31

Giving clients one place where they can see everything is the future of the business. Find out what technology top firms are investing in to stay ahead of the curve.

A.I. Labs Hardwick: The industry is focused on the wrong problem

November 07, 2017 | Runtime: 2:04

Lori Hardwick of A.I. Labs believes too many people are taking a "tools" approach to plug a gap instead of looking at technology needs on a macro level.

What are the biggest gaps in most advisory firms tech strategies?

November 07, 2017 | Runtime: 3:27

Challenges when creating a tech strategy can also lead to big growth opportunities. Linda Ding of Laserfiche explains.

How are you safeguarding client information?

November 07, 2017 | Runtime: 2:54

Compromised client data is an advisers worst nightmare. Industry experts discuss what emerging threats they're seeing to the security of client accounts.

Data, data and more data: How it's reshaping the delivery of advice

November 07, 2017 | Runtime: 3:59

A.I. and data mining is reshaping the delivery of financial advice. Industry thought leaders explain how this is creating new and better conversations between advisers and their clients.

Why it's critical to improve the client experience

November 07, 2017 | Runtime: 2:42

Firms are continually trying to improve the client experience. The experts weigh in on how they're keeping advisers and their clients satisfied.

What's the biggest problem advisers are trying to solve with technology?

November 07, 2017 | Runtime: 1:21

Advisers have spoken, and fintech firms are listening. Brandon Rembe of Envestnet | Tamarac explains what they're doing to help advisers create better client experiences.

Using technology to provide best interest advice to clients

November 07, 2017 | Runtime: 2:47

Being compliant is always a concern for advisers. Hear how some of the biggest names in the industry are creating technology to help advisers provide best interest advice to clients.

 
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