INNOVATORS

What to do when you suspect your client has cognitive impairment

Financial advisors are well versed on the statistics regarding prevalence of dementia among older...

Assisting Clients with the Challenges of Solo Aging

Did you know that almost twenty percent of baby boomer women don’t have children?...

Birthing a Unified Data Intelligence Ecosystem to Drive Compliant Investment Decisions

Covenant, the AI-powered law firm built for private markets, has officially announced the launch...

Speaking the Language of Trust: Why Advisors Should Take Notes from Doctors

When you sit down in a doctor’s office, you don’t expect a barrage of...

Deploying Agentic Help to Scale Up Your Financial Processes

Arc Technologies Inc., the leading cash management and capital markets platform for...

Putting Out a Proposition Committed to Smarten Up Your Lending Operation

MANTL, an Alkami solution team and leading provider of loan and deposit...

Unpacking a Growing Demand for Financial Knowhow Among Employees

Bank of America has officially published the results from its 2025 Workplace...

Assessing the State of Automation Against an AR-centric Backdrop

BillingPlatform, the enterprise revenue lifecycle management platform for today's innovative business models,...

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Investment Banking

Baking Automation into the Banking Fabric to Achieve an Efficient Branch Experience

Diebold Nixdorf, a global leader in transforming the way people bank and shop, has officially announced the launch of a Branch Automation Solutions portfolio which, on its...

Predicting e-commerce trends with AI

We are living in the age of data-driven decision-making, making it possible for us to understand customer sentiment, which has become paramount for e-commerce businesses aiming to...

Elevating E-commerce: The Importance of Family Office Space for Growing Brands

Introduction: In the ever-evolving landscape of e-commerce, where innovation and adaptability are key to success, the role of family office space is gaining prominence. Family offices provide a...

E-commerce: Transformation, Integration and future

In the contemporary landscape of business, electronic commerce, or E-commerce, stands as a fundamental cornerstone reshaping the dynamics of trade and consumer engagement. From its humble beginnings...

Financial Portfolio

Scaling the Accessibility of Professional Portfolio Management

Advyzon Investment Management (AIM), a seamlessly unified investment solutions platform within Advyzon, has officially announced the launch of Sphere, which happens to be a manager-sponsored platform geared...

Global Investing 2025: A Frontier Opportunity?

As 2025 dawns, investors face complexity shaped by geopolitical shifts and evolving economic dynamics. With dramatic tariff proclamations by the incoming Trump Administration and a potential global...

The Financial Factory: The New Way Money Is Run

In a world driven by innovation and efficiency, financial institutions are transforming at an unprecedented pace. The concept of a Financial Factory represents the cutting-edge evolution of...

The Volume Factor: A Disruptive Force in Portfolio Management Backed by Empirical Evidence

In the ever-evolving landscape of financial portfolio management, a groundbreaking approach is reshaping how investment decisions are made. The Volume Factor, an innovative intellectual property developed by...

Financial Analytics

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