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Weekly Brief

Thursday, July 29,2021

Feature of the Week

Met with an evolving market, fierce competition, and emerging innovations that are shaking up the industry, wealth management firms understand that how they react to the digital wave will determine their long-term survival and performance  Read more
Many banks are already modernizing their legacy processes to take advantage of new technology.  Read more
A Robo-adviser often collects financial data from consumers via some form of survey and uses the information to offer advice and automatically invest client funds. The top automated services provide simple account creation, goal planning  Read more

CIO Viewpoint

By Eileen Baines, SVP & CIO, CoBank  
Business strategy should not be hindered by the limitations of existing technology, but rather technology must bring business strategy to life  Read more
By David Kennedy, CIO, Transaction Services Group  
Leveraging technology for an internal purpose is important as it provides flexibility and allows the individual to expand and succeed.  Read more

Featured Vendors

By Revant Nayar, Founder  
FMI is a robust and transparent alternative to AI for financial time series forecasting and classification, anomaly detection, and correlation analysis,” explains Nayar. Developed by senior professors of the physics department at Princeton...  Read more
By Ian Asvakovith, Co-Founder and CEO  
Provide exceptional back-office administration and accounting services to investment managers so they can focus on managing their portfolios. Our innovative technology solutions and processes reduce transaction friction and provide the superior...  Read more
By Adam Frederick, Co-founder & CEORob Meyers, Co-founder & CIO  
Samurai Analytics is a financial analytics firm and leader in capital markets intelligence, trading solutions and risk management tools  Read more

CXO Insights

By Matthew Fahy, Chief Financial Officer, FinFit  
A question I am almost always asked is: “How do I invest small amounts of money and make a LOT of...  Read more
By Becky Tarrant CIPPE, CIPM, Data Privacy Manager, Ladbrokes Coral  
Managing data effectively can no longer be an afterthought but needs to be coded into the cultural and...  Read more