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...
