Plug-N-Play AI for Client Engagement [Technology is not all monolithic systems and end-to-end platforms with an all or nothing value proposition. Bill Hortz's blog Log in to post comments
AI, APIs, Chatbots and Nudges – Building a Financial Wellness Platform [The quest for customer engagement that motivates clients towards positive actions and outcomes is a holy grail for the financial services industry. Bill Hortz's blog Log in to post comments
Driving & Designing Technology for Advisors “We are only at the tip of the technology iceberg ” – Lisa Dolly, CEO, Pershing Bill Hortz's blog Log in to post comments
Building Data Flexibility That Best Positions Advisors "At our firm, we recognize that it is more than just buying the right technology." Kirk Littleton, Ultimus Fund Solutions Bill Hortz's blog Log in to post comments