2017 InvestmentNews Technology Think Tank
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.
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.
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.
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.
November 07, 2017 | Runtime: 3:27
Challenges when creating a tech strategy can also lead to big growth opportunities. Linda Ding of Laserfiche explains.
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.
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.
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.
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.
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.