Advisor Technology

Recent

Deutsche Bank's Ambitious AI Drive: Reshaping Banking with Generative Technology

Deutsche Bank is making strategic strides into AI transformation, with plans to revolutionize banking operations. Despite challenges, the bank's commitment to AI innovation and retraining existing talent sets the stage for a groundbreaking shift in the industry.

Advisor Technology

Empowering Smaller Wealth Managers – The Power Of "The Cloud"

Cloud computing has gone from sounding like an obscure term to one that any manager should know about.

Advisor Technology

Financial Seminar Service's "Edge" Reservation Platform Announces Integration with Redtail Technology CRM

FSS, a leading provider of seminar marketing services that caters to the financial industry, today announced an integration with Redtail Technology.

Advisor Technology

HSBC Breaches Banking Rule 12,200 Times: Regulators React

HSBC's repeated breaches raise concerns as regulators highlight systemic weaknesses and growing compliance costs in the banking sector.

Advisor Technology

"Cloud Computing: Revolutionizing Wealth Management with Democratizing SaaS Solutions"

Discover how cloud-hosted Software-as-a-Service (SaaS) is transforming wealth management. In an exclusive interview with Vikas Srivastava, Chief Revenue Officer at Integral, we explore how SaaS democratizes the financial industry. By offering cost-effective, high-quality technology, even smaller institutions gain access to tools once reserved for Wall Street giants, enhancing agility, efficiency, and competitiveness. Explore the future of wealth management in the cloud.

Advisor Technology

"The Rising Wave of Wealth Tech: Four Factors Fueling Family Office Growth"

Wealth tech, a burgeoning $5 billion industry, is poised for remarkable expansion, set to triple or quadruple in size by 2030. In the realm of family offices, this growth seems exponential. From digital transformation and customized solutions to increased regulation and data analytics, discover the four key drivers propelling the wealth tech revolution, reshaping the future of wealth management.

Advisor Technology

Enhanced Advisor Efficiency: Financial Seminar Services Integrates 'Edge' Platform with Redtail Technology CRM"

Financial Seminar Services (FSS) announces a strategic integration with Redtail Technology's CRM solution, streamlining seminar reservation management for financial advisors. FSS, known for its niche in seminar marketing solutions, aims to enhance advisor efficiency by synchronizing seminar data directly with Redtail CRM. This collaboration empowers advisors to optimize client experiences while saving time in seminar organization and task management.

Recent

Deutsche Bank's Ambitious AI Drive: Reshaping Banking with Generative Technology

Empowering Smaller Wealth Managers – The Power Of "The Cloud"

Financial Seminar Service's "Edge" Reservation Platform Announces Integration with Redtail Technology CRM

HSBC Breaches Banking Rule 12,200 Times: Regulators React

"Cloud Computing: Revolutionizing Wealth Management with Democratizing SaaS Solutions"

"The Rising Wave of Wealth Tech: Four Factors Fueling Family Office Growth"

Enhanced Advisor Efficiency: Financial Seminar Services Integrates 'Edge' Platform with Redtail Technology CRM"

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