Results for: Fintech
Understanding fintech: 6 areas where technology can help your advice practice
The fintech industry as a whole is expected to grow rapidly for a foreseeable future and will profoundly change the client/adviser relationship and the wealth industry as a whole. How will the fintech boom affect your financial ...
How to decide whether to buy, build or partner
Should you build your own fintech product, buy one off the shelf, or partner with a technology provider to develop a customised solution? This article will help you to make the right decision for your fintech project.
Industry leaders discuss how fintech will impact financial advice
The fintech industry has been quickly increasing in size, and the disruption it is causing has gathered momentum. Watch this short video to hear from industry leaders as they share their thoughts on fintech.
Building your fintech ecosystem
Imagine if your advice practice could provide an ‘ecosystem’ of products and services that complement each other, based on the new capabilities of fintech.
Introducing an objective framework for technology decision making
Buy, build, or partner? Which option is best for your advice business' technology solutions? When making business decisions about fintech solutions (or any other technology products) using a framework can help deliver better outcomes.
Don’t let prejudices get in the way of good decision making
How do your attitudes and experiences affect the ways that you make decisions about technology?
Making your ecosystem your competitive advantage
Learn how to develop an ecosystem innovation strategy leveraging fintech to deliver a better customer experience.
Lessons from Silicon Valley and what it means for Australian advisers
During our December 2016 webinar, Santi Burridge from Implemented Portfolios shared key takeouts from a recent study tour in Silicon Valley and what it means for Australian financial advisers.
An age old theory updated with technology
According to Moneysoft founder Peter Malekas, the most successful advisers make the commitment to technology, taking the time to dismantle their current approach and look at how they can rebuild it with its inclusion.
Technology not the holy grail
Working for tech start up TipRanks, Sean Ickowicz encounters the highs and lows of technology. He delves into the unrealistic expectation that technology can fix all. Advocating it is simply one part of an overall solution.
Innovate and keep doing so
SuiteBox CEO, Ian Dunbar, shares his views on technology and how it provides advisers the tools they need to outsource processes so they have the time to focus purely on the client via advice, coaching and support.
Glossary of advice technologies
View a summary of 24 adviser technologies, highlighting key tech providers, along with technology descriptions, features and benefits to advisers. It also covers technology uptake, and anticipated usage in the next 18 months.
Top 10 learnings from Silicon Valley fintech players
Find out the latest on Bitcoin, artifical intelligence, cyber security and social media, and how it is set to impact the financial services industry. Michelle Baltazar, Director of Media at Financial ...
Top 10 learnings from Silicon Valley
Director of Media and Publisher of Financial Standard, Michelle Baltazar, shares her insights from a recent trip to Silicon Valley, giving you a cheat sheet on all the hot trends.
Taking advice to all Australians
Bernie Ripoll, author of the Ripoll Report, outlines some of the challenges he sees facing the industry and urges financial planners to begin preparing for them now as the industry enters an era of massive disruption and change.