Digital Solutions in Financial Services
The wealth management industry seeks to embrace digital solutions to better engage and communicate with their clients. FactSet's SVP and Global Director of Sales of Wealth, Digital, Content & Technology Solutions, T.J. Jetnil, highlights how digital solutions and technology are supporting the needs of asset and wealth managers. Please click here to explore FactSet’s market-leading digital solutions
The Buried FinTech Treasure Waiting for Discovery
H. Adam Holt, CFP®️, ChFC®️, Asset-Map Founder and CEO, shares why the financial planning industry should promote innovation from within the sector. With more than two decades of experience as a financial professional, Adam explains how the next big idea in FinTech is already in the minds of the individuals executing their roles - yet legacy technology and culture often stifles innovation. In this video, Adam shares his journey to bring field-driven advisor innovation to the forefront of mass adoption, disrupting the advisor/client experience for the better. Adam argues that when we encourage this type of change, we release the next wave of FinTech disruption.
Cetera Technology Innovation and Strategy
Financial services are very likely to be most impacted from technology. Adam Antoniades, President of Cetera Financial Group discuss how technology navigates through the disruptive trends seen in the market place, the different types of disruptive trends being experienced at this time, and the focus on engagement through new technology.
FinTech Connect | Neosurance
We catch up with Pietro Menghi, Neosurance, at the FinTech Connect conference.
FinTech Connect | Autonomous Research
We catch up with Lex Sokolin, Autonomous Research, at the FinTech Connect conference.
World Class Support leads to #1 Choice
Calum Cunningham, COO of Silicon Private Wealth, discusses why the 2 year old company chose to use Orion's services over others for their advisory business
Digital Signatures in the Financial Services Landscape
DocuSign discusses it's mission, challenges and describes how digital signature capabilities enhance the customer experience and accelerate business transactions.
New Technology to Combat Cyber Security Breaches
Michael Hallett — Co-Founder of NetFoundry, a Tata Company — explains a new way to pass information across the internet with an encrypted capability for financial services.