Many CFOs say they want to adopt robotic process automation (RPA), yet when it comes to allocating budget and time for it, they balk. But RPA specialists actually suggest you replace your manual processes with RPA in small increments, which allows orga…
Personal Capital is the smart way to manage your finances. By combining our innovative technology with the expertise of our advisors, we can deliver a globally diversified, multi-asset class portfolio that’s personalized for you. Start with our free…
In late August, two South Florida men were arrested on bank fraud conspiracy charges in association with creating more than 700 synthetic identities to steal in excess of $3 million in COVID-19 relief funds. In this white paper, we’ll share de…
Is your financial institution able to drive innovation quickly? How can the financial services industry transform core architectures to build the digital future—one that integrates Artificial Intelligence (AI), Robotic Process Automation (RPA), F…
If you’re an advisor considering breaking away from your current firm, one of the most important decisions you’ll make is choosing your technology partner – and one of the most critical parts of your journey is the onboarding process….
Inside this new report from Harvard Business Review Analytics Services, you’ll find original research and real-world stories that help unpack our new digital-first reality. Discover the strategies and challenges of digital leaders, and which tech…
While the squeeze on financial services margins will continue, as will regulatory oversight, this turmoil can be an opportunity for smart organizations able to transform their businesses to meet the needs of today’s customers. In this white pa…
In this white paper, sponsored by Redis Labs, you’ll learn about: The technology trends driving the FinTech revolution The real-time problem with legacy database architectures How to become a real-time financial institution The role o…
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As financial services industry executives contemplate the areas they expect to have the most impact on business in the next five years, the changing regulatory environment certainly tops the list. Leaders are seeking greater transparency, execution con…
