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...

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...

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...

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...

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. ...

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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