Technology

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...

Binders Full of Data

TL;DR – Just having digital records, isn’t enough to make your data useful. Establishing a single source of truth is essential to your business...

Technology Decisions in a Data Driven Organization

TL;DR – Selecting your own technology stack won’t make your business good, but implementing technology has six separate but related areas that can set...

Is Your Data Strategy Unique?

TL;DR – Your data can be untethered from your current systems and technology so that you can filter your future decisions through the context...

Data Synchronization and Firm Aggregation

TL;DR – Your disparate systems can make beautiful music together and give your firm the edge it needs to reach your top valuation.  My...

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...

On Mixtapes & Hyper Personalization

TL;DR – How you slice and dice your tech gives your clients the mixtape experience that adds value and client retention. Back in the...

Optimism isn't the Opposite of Reality

TL;DR – Even when data exists in on prem monolithic closed systems, there is a path forward.  Facilitating an integration of emerging technologies in...

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