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10 Disruptive Demos from InVest NYC 2018

10 Disruptive Demos from InVest NYC 2018

Posted by on Jul 27, 2018 in Conference Summaries

This has become one of my favorite parts of conferences: The Demos.  A steady stream of vendors, each given under ten minutes to extol their latest features to a highly critical audience that can sometimes get a little glassy eyed with wonder. In these sessions, it pays to be on early, since by the time […]

Digital Digest from the InVest 2018 Conference

Digital Digest from the InVest 2018 Conference

Posted by on Jul 18, 2018 in Conference Summaries

The battle between every startup and incumbent comes down to whether the startup gets distribution before the incumbent gets innovation. I pulled this quote from one of my favorite podcasts, a16z, which is produced by VC firm Andreessen Horowitz. I felt as though I was witnessing this ongoing struggle live last week at the In|Vest […]

6 Ways AI Can Increase Consumer Confidence in Digital Banking

6 Ways AI Can Increase Consumer Confidence in Digital Banking

Posted by on Jul 8, 2018 in Artificial Intelligence, Banking

Financial services firms are dealing with a crisis of consumer confidence that threatens to drive customers into the arms of non-bank providers. This is according to Natalie Cartwright, co-Founder and COO of artificial intelligence technology vendor Finn AI.  As part of her presentation at American Banker’s Digital Banking Conference 2018, Cartwright noted that 57% of North Americans are […]

5 Keynote Takeaways from the 2018 Digital Banking Conference

5 Keynote Takeaways from the 2018 Digital Banking Conference

Posted by on Jun 18, 2018 in Banking, Conference Summaries

If you couldn’t make it to beautiful Austin, TX for American Banker’s Digital Banking Conference 2018, you’re in luck!  We prepared a quick summary from some of the most interesting keynote speakers at the conference right here for you! The Future of Digital Banking The opening keynote by @BrettKing at #DigBanking18 sets the stage for an event about the future […]

HNW Clients Are Driving Banks to Expand Digital Advice Solutions

HNW Clients Are Driving Banks to Expand Digital Advice Solutions

Posted by on Jun 4, 2018 in Banking

As much as the previous business cycle in retail banking was marked by an unsustainable consumer credit explosion, the current one will be shaped by digital. This will include increased changes in payments and a wider metamorphosis in systems enabled by digital technologies. There is an immediate need for action. According to a report by […]

Envestnet Rebrands ENV2 as a Financial Wellness Platform

Envestnet Rebrands ENV2 as a Financial Wellness Platform

Posted by on May 25, 2018 in Conference Summaries

Maybe I’m just a glutton for punishment. I’ve already written a summary of the recent Envestnet Advisor Summit, from a Tamarac perspective. (See 8 Cool Tamarac Updates from the Envestnet Advisor Conference)  But, I still have a ton of notes and tweets regarding the two other legs of the Envestnet technology stool; ENV2 and Yodlee. So, why […]

8 Cool Tamarac Updates from the Envestnet Advisor Summit 2018

8 Cool Tamarac Updates from the Envestnet Advisor Summit 2018

Posted by on May 22, 2018 in Conference Summaries

Creole cuisine, bead necklaces and Saints football at the Metrodome are three things that I come to my mind when I think of New Orleans. But last week, my thoughts were firmly focused on the Envestnet Advisor Summit, which was held in The Big Easy for the first time. With over 1,500 attendees, Envestnet’s client conference […]

InvestEdge Peers a Decade Into the Future at Their Strategic Partner Forum

InvestEdge Peers a Decade Into the Future at Their Strategic Partner Forum

Posted by on May 14, 2018 in Conference Summaries

Looking forward 10 years into the future of any industry is mixture of one part research, one part intuition and one part luck.  And we have to wait a decade to see if the predictions were even close to being right. InvestEdge, a leading provider of innovative financial advisory technology solutions, gave their clients a […]

“Don’t Get Creepy”: Privacy in Wealth Management & Emerging Technology Trends

“Don’t Get Creepy”: Privacy in Wealth Management & Emerging Technology Trends

Posted by on May 7, 2018 in Conference Summaries

“Where am I to go now that I’ve gone too far?” — Lyrics from Twilight Zone by Golden Earring There is a story that is now infamous among statisticians and big data analysts about how retailing giant Target was able to figure out which of their female customers were pregnantsolely based on their shopping habits.  They […]

4 Best Practices for Banks Launching Digital Advice Channels

4 Best Practices for Banks Launching Digital Advice Channels

Posted by on Apr 29, 2018 in Conference Summaries

“I think that you will all agree that we are living in most interesting times. I don’t remember a time in which our history was so full, in which every day brought us new objects of interest, and, let me say also, new objects for anxiety.” — Joseph Chamberlain, British Politician, 1898 We can all […]