fintech startups

Eating the Dog Food: How 4 Fintech Startups Believe in Their Mission to Revolutionize Financial Services

“Companies don’t fail because of poor product execution, they fail because they don’t eat the dog food.” — Andy Rachleff, co-founder and CEO of Wealthfront The CB Insights’ Future of Fintech 2018 conference began with a series of interviews with industry rebels. Taking centerstage were those who had lit the spark that sett off a […]

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

How AI Can Improve Consumer Confidence in Financial Services

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 […]

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 […]

banking digital advice

HNW Clients Are Driving Banks to Expand Digital Advice Solutions

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

Envestnet Rebrands ENV2 as a Financial Wellness Platform

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 […]

online privacy illustration - "Don't Get Creepy": Privacy in Wealth Management & Emerging Technology Trends

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

“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 pregnant solely based on their shopping […]