
The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
Subject to reasonable use.
The acquisition of Redtail by Orion positions Orion as one of the most comprehensive all-in-one platform providers serving both RIAs and enterpr…
Despite the rapid growth of digital automation with digital point-of-sale solutions, loan origination systems, automated underwriting, and data…
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
Last week, my colleague Kieran Hines and I attended FinovateEurope 2022, which was back in London as an in-person event again, and it was such a…
Last month I was honored to participate in the TradeTech FX annual conference in Miami, FL, and to assist by hosting a keynote interview and mod…
The FWD Group Data team developed a smart insurance framework, an AI-everywhere approach that aims to transform the insurance journey by leverag…
The imperative for financial institutions (FIs) to undergo digital transformation has only increased during the past two years. Many FIs are in…
Tower is a specialised personal and commercial lines insurer in New Zealand with approximately 304,000 customers across New Zealand and the Paci…
Implementing changes has always required various human and technology resources. Wealth management (WM) firms have generally employed specific p…
MLOps is a multi-phase process that leverages the power of large volumes and variety of data, abundant compute on GPU, and open-source machine l…
"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
Driven by the imperative for sustainable cost savings and profitability, investment managers are renewing their focus to double down on their co…
As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
Digital acceleration, if it wasn’t in the property casualtyinsurance vernacular prior to the pandemic, is now. Layer in the disrupting waves tha…