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Integrations

Jud Mackrill
Posted by Jud Mackrill
September 16, 2021

The Big Promise: Can Digital Tools Really Change Advisors' Lives?

Recently Published in Financial Advisor, written by David Conti High Tech; High Touch In the 1980s, futurist and Megatrends author John Naisbitt predicted that business and...

Jud Mackrill
Posted by Jud Mackrill
August 20, 2021

The Genesis Of Financial Wellness And Beyond

This article is part of series featuring key comments from Kim Mackrill and Jud Mackrill on the future of financial advice. Written by David...

Kim Mackrill
Posted by Kim Mackrill
April 7, 2021

Failing to Plan is Planning to Fail

TL;DR – Your business needs a guide to create and implement a best in class technology plan. Every morning, I wake up earlier than...

Jud Mackrill
Posted by Jud Mackrill
March 29, 2021

Data Integration - How Hard Can It Be?

TL;DR – Integration challenges can be resolved through planning, communication, collaboration and an excellent API platform. In the year 2021, it’s natural to think...

Kim Mackrill
Posted by Kim Mackrill
March 24, 2021

5 Chrome Extensions to Help You Work &  1 for Better Collaboration 

TL;DR – Productivity and collaboration are keys to effective work. Use the right tools to stay efficient.  A long, long time ago, in the...

Kim Mackrill
Posted by Kim Mackrill
March 9, 2021

Data Lakes and Your Risk of Drowning

TL;DR – Data lakes sound cool, but you probably need something you’ve already heard of instead. I’m a sucker for true crime podcasts. I...

Jud Mackrill
Posted by Jud Mackrill
March 5, 2021

How The Evolution Of Apple's Value Impacts Us All

TL;DR – The fastest way to grow your revenue is to expand what you’re offering to your clients. In the early stages of a...

Kim Mackrill
Posted by Kim Mackrill
February 24, 2021

An Advisor’s Look at Gathering & Maintaining High-Quality Data

TL;DR – Your SaaS solutions manage your data. It’s up to you to make the right decisions around processes and tools that increase its...

Kim Mackrill
Posted by Kim Mackrill
February 2, 2021

The Financial Services/Wealth Technology Innovation Problem is Really a Data Problem

TL;DR – Download a checklist to help you select new technology to stave off buyer’s remorse.  Back in the “Before Times,” when we’d all...

Kim Mackrill
Posted by Kim Mackrill
January 27, 2021

Look Outside

TL;DR – You need to look outside your own industry to find the expertise your industry needs. It started off as a Twitter joke. ...

Jud Mackrill
Posted by Jud Mackrill
January 20, 2021

What Is Integration as a Service?

TL;DR – Data and applications that are already in the cloud and the ones that hide in on-premise data silos can be brought together into...

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