Getting Data In and Out of Your Data Warehouse: Best Practices and Tools
Data extraction, transformation, and loading (ETL) processes, data integration tools and techniques, data cleansing and validation, data security and privacy, and querying […]
How a Data Warehouse Strengthens Decision-Making for Advisors
A data warehouse can be compared to the backbone of a financial advisor, providing a sturdy foundation for decision-making and supporting the […]
Customer Launch: Taiko Introduces Strategy Galleries
We are stoked to watch our customers launch industry-shifting solutions like Taiko’s Strategy Galleries – A Platform Feature Enabling Advisors to Efficiently […]
Citywire Review: RIAs Shift Focus from AUM to Holistic Metrics of Success
Recap of Andrew Forech article: “Schwab study says RIAs are looking for indicators of success beyond AUM” As the financial landscape evolves, […]
The Rise of Large Language Models and their Impact on Financial Advisors’ Client Experience
How AI-powered language models are reshaping the financial services industry, and why you should care As we move forward in an era […]
Streamlining Your Financial Services with Milemarker: Unlocking the Power of Data Warehousing
As a financial services leader, you may have experienced the challenges of integrating data and systems within your organization. However, Milemarker is […]
Creating the Next Generation of Advisor Platforms – Orion Fuse Show Podcast
[vc_row][vc_column][vc_column_text] Originally published by Orion Technology plays an essential role in every industry, and financial services are no exception. With the growing […]
How Data Drives Better Business with Kyle Van Pelt – Orion Fuse Show Podcast
Originally Published by Orion As financial services become more technology-driven, the role of data in providing a seamless advisor-client experience has become […]
Data Streaming and Data Warehousing: The Fintech Stack of Tomorrow
Financial advisors should be well-versed in data streaming and data warehousing to maintain a competitive edge and provide superior service to their […]
The Future is a Data Stream – Why Data Streaming Will Reshape the Future of Independence
Data is the lifeblood of our economy and it will shape the future of independence. The dawn of the digital age has […]
Milemarker Announces Strategic Partnership and Dedicated Integration Support for Orion Clients
Milemarker (www.milemarker.co), a technology provider that helps advisors maximize their use of Orion Advisor Solutions and its Amazon Redshift initiative, has announced dedicated support for the platform. In addition to providing support for the API, Eclipse, and Amazon Redshift initiatives, Milemarker is focused on helping firms achieve success building applications on top of Orion. This move will help advisors make the most of all that Orion has to offer.
What is Data Normalization, and Why Does it Matter to You?
As a CEO, you likely have a lot of data at your disposal. After all, data is one of the most essential tools you have for making decisions about your company, how you serve your clients, and how you build your team. But have you ever stopped to think about how that data is organized? Is it easy to find what you're looking for? Or is it a jumbled mess?