digital advice banking

4 Best Practices for Banks Launching Digital Advice Channels

“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 […]

Fiserv Forum

7 Surprising Ideas From Fiserv Forum 2018

The future impact of emerging technologies on banking and wealth management were a continuous theme throughout Fiserv’s annual client conference, called Fiserv Forum, which was held last week at the Venetian Hotel in Las Vegas. Artificial intelligence, cybersecurity and the rise of China in mobile payments were hot topics covered by multiple speakers and panel discussions […]

Winners of WealthTech: Catherine Flax

  This month’s Winners of Wealthtech interview is with Catherine Flax, CEO of AI-powered robo-advisor Pefin. Catherine was named the Most Influential Woman in European Investment Banking in 2012. Catherine has an MA from Brown University and a bachelor’s degree from Texas A&M University. You can read my previous interviews with Brian McLaughlin, CEO, Redtail, Anil […]