Integrations

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?

How Amazon Redshift is Helping Financial Services Companies - 7 Key Facts

Recently, the Milemarker team was able to spend multiple days with the team at Amazon, who specializes in Redshift for Financial Services. This team...

Red Flags When Setting Up Your Firm's Integrations

The right technology can be a huge boon to financial advisors – automating processes, providing more insights and analytics, and giving clients a better...

Five Mistakes Advisory Firms Make With Data and Integrations

Wealth technology integrations and data management can be full-time job. With so many moving parts, it’s easy to make a mistake and jeopardize the...

What Financial Services Companies Need to Know About AWS

When it comes to the cloud, Amazon Web Services (AWS) is the clear market leader. According to Synergy Research Group, AWS accounted for more...

Solving Your Integration Problem is Now a Reality

Since you last heard from Milemarker we have been hard at work building connections with many of the tech partners you work with. Today,...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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. ...

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