#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference

"I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the salespeople who sell technology, but with the people who actually develop technology. The whole premise of T3 was bring your developers to the booth. Don't bring your salespeople." — Joel […]

#ItzOnWealthTech Ep 27: AI as a Gypsy Fortune-Teller with Robert Kirk from InterGen Data

"No one buys insurance because it's on sale; you buy insurance because you bought something, you broke something, or you created something." — Robert Kirk, InterGen Data, Inc. Robert Kirk is a financial services industry executive with over 28 years of experience in wealth management, clearance and settlement, and brokerage. Throughout his career, he has […]

artificial intelligence wealth management

We're Running the AI Leg of a Digital Marathon in Wealth Management

If the information revolution were a marathon, then financial services would be in the beginning of the artificial intelligence leg of the race. That is according to a survey by Deloitte on how firms are leveraging AI across their enterprises. I wanted to know how wealth management influencers were interpreting the impact of AI across the industry, so […]

banking technology

#ItzOnWealthTech Ep 25: How Software is Eating Banking with Lex Sokolin, ConsenSys

"Banking, as it is today, is moving sideways from manufacturing to being just a feature." — Lex Sokolin, ConsenSys Lex Sokolin is a futurist and entrepreneur working on the next generation of financial services. He is the Global Fintech Co-Head at ConsenSys, a blockchain technology company building the infrastructure, applications, and practices that enable a […]

invest conference 2019

18 Enlightening Fintech Demos from In|Vest 2019

"A picture is worth a thousand words. An interface is worth a thousand pictures." — Ben Shneiderman, American Scientist If an interface is worth 1,000 pictures, then the eighteen product demos we were treated to at the InVest 2019 Conference, which was held at the New York Marriot Marquis, were worth 18,000 pictures, which would […]

artificial intelligence wealth management

A Consultant's View on the Leading Vendors in AI for Wealth Management

Artificial Intelligence products and platforms deployed at the enterprise level is still a relatively new experience. Even though wealth management firms are slowly embracing machine learning (ML), natural language processing (NLP) and other models to dig deeper into their customer data and make business decisions, we are only scratching the surface of the benefits of […]

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 […]