The Age of the Virtual Agent is Here

One of the biggest criticisms concerning financial technology is the way it isolates us from our clients. Everywhere you turn, people are staring at a screen rather than participating in the...

What's the Data Story You Want to Tell?

These days, enterprise companies have the ability to take advantage of massive amounts of data in order to improve their offerings and their marketing strategy as well as other business...

Don't Let GDPR Become Your Nightmare

There's a storm on the horizon. Skies have darkened, sunlight hidden behind gray, ominous clouds that cast shadows over the landscape, and those that didn't heed the weather report are bound to be...

Compliance Scan Complete: Financial Regulation in the Age of the Robot

With so many moving parts, there aren't many industries more complex than financial services. Between the investments themselves, volatile environments and ever-evolving compliance issues, firms...

Making Client Reporting an "Amazon-Like" Experience

As business processes become increasingly digitized, the lines separating departmental functions such as client service, marketing and sales are rapidly blurring. Many companies are starting to...