How AI Is Transforming Business Processes

As the old saying goes, sometimes truth is stranger than fiction. Take whatever you might be binge-watching these days, for instance. If set in the future, there's an excellent chance it presents...

Client Reporting in the Age of Amazon

The Amazon Effect is a term that has taken on a life of its own in modern commerce, a catch-all phrase that might have started in logistics, but is now applicable to disruption in general. From...

Investment Management Flying to Cloud

Despite the many different forces pushing and pulling the financial services industries in various directions, a single quality can help firms effectively adapt to each of those forces -...

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...

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...