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 clients. In...
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 given rise...
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...
