Tag Archives: Personalization

The Future Of Technology Is Now with Jack Swift

Finance, Investing, Technology, WealthTech, , , , , , , , , , , , , , , , , , ,

Personalization and artificial intelligence are buzzwords advisors are hearing all the time these days but few have real access to either.

In this episode, Wealth Management Senior Technology Editor Davis Janowski  is joined by Jack Swift, senior partner and president of The TIFIN Group. Jack dives into financial technology and artificial intelligence, detailing how the nine business units in the group use machine learning, natural language processing, semantic search and other technologies to provide personalization to financial advisors and their clients.

In this episode, you will learn:

  • How The TIFIN Group’s nine business units and their applications apply emerging technology to provide personalized data about clients and their investments to advisors
  • The benefits of semantic search, machine learning, natural language processing and how data lakes are helping build the future of financial advice.
  • The democratization of AI and what this means for the industry
  • Potential future services of TIFIN
  • And more!

Resources: WealthManagement.com | TIFIN | Jack Swift

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Simplify Your RIA Life — With Yang Xu of TradingFront

Finance, Investing, Technology, Wealth Management, WealthManagement.com, , , , , , , , ,

In this episode, David Armstrong, Editor and Chief at Wealthmanagement.com, speaks with Yang Xu, CEO of TradingFront, a white label robo-advisor solution.  TradingFront was a finalist in two categories at this year’s Wealthies in the categories of Client Onboarding and Client Portal Technology. Yang has also been recognized as one of the “Ten to Watch for 2021” by wealthmangement.com.

In this episode, you’ll learn:

  • How the idea came about for the creation of TradingFront
  • What exactly does TradingFront do for RIA’s
  • Which type of advisors are ideal clients for TradingFront
  • What does TradingFront have in the works for the future
  • And more!

Listen now to get insight into how wealth management will be delivered in the future. 

Resources:  Wealth Management | TradingFront

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Ep 11 – A Disrupter in the Wealth Management Tech Industry – With Oleg Tishkevich of INVENT.us

Finance, Investing, Technology, Wealth Management, WealthManagement.com, WealthTech, WealthTech Winners Circle, , , , , , ,

Cloud-native technology is making an undeniable impact on the transformation of the wealth management technology industry.

In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Oleg Tishkevich, CEO of INVENT.us. INVENT.us took home a 2019 Wealthy award in the Technology Disruptors category for its cloud-native technology. Now, Oleg explains how Cloud Native can take advisors into the next level of coordination, integration, simplification, and workflow automation.

In this episode, you’ll learn:

  • How Cloud Native allows advisors to quickly adapt as their business model changes
  • What the biggest tech struggles are for advisors
  • What tools can help improve the client experience
  • What challenges and opportunities consolidation presents for advisors
  • And more!

Listen now to get insight into how wealth management will be delivered in the future. 

Resources:  Wealth Management | Invent.us

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