Invest Conference

Digital Digest from the InVest 2018 Conference

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 […]

artificial intelligence banking

6 Ways AI Can Increase Consumer Confidence in Digital 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 […]

acorns investing

How Acorns Is Building The Biggest Brand in Financial Services

“Acorns is not in the asset accumulation business. We are building a consumer brand that sells financial products.” — Manning Field, Chief Commercial Officer, Acorns Some companies have a mission statement and some have a corporate vision while others have both. At Acorns, the micro-investing app, they have a mantra. Inspired by the mighty oak […]

digital banking conference

5 Keynote Takeaways from the 2018 Digital Banking Conference

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 […]

robo advisors artificial intelligence

Will AI be an Advisor’s Best Friend or Worst Nightmare?

Over the next decade, artificial intelligence (AI) and other emerging technologies will have a tremendous impact on the human labor market. So much so that AI could render nearly half of all US occupations obsolete. In fact, we can expect 65% of today’s college graduates to one day be working in jobs that do not […]

banking digital advice

3 Reasons High Net Worth Clients Are Driving Banks to Expand Digital Advice

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 advisor summit

9 Enticing ENV2 Takeaways from the Envestnet Advisor Summit

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 […]

Envestnet Tamarac Conference

8 Cool Tamarac Updates from the Envestnet Advisor Summit

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 is […]