RT @theoasisgrp: In this webinar with Henry Zelikovsky @Softlab360CEO & @JohnOkOconnell, discover how forward-thinking #wealthmanagement fi….

Alt investments are not just about gut feelings—they're about smart, data-driven decisions. See how trends are impacting current strategies, integrations, and opportunities to expand offerings in my latest article in @wealth_mgmt Market Outlook

RT @ImpactMarComPR: Impact’s @marieswift and @JonnySwiftIC recently spoke with Mark Elzweig about client communications and building busine….

I was happy to be a part of this editorial roundtable w/ @john_mackowiak & Michael Ursitti from #Advyzon, John O’Connell from @theoasisgrp, Christophe Gauthron from @KwantiAnalytics. Many thanks to @ImpactMarComPR for setting us up w/ the reporter.

FinTech and FinServe thought leaders to talk on AI's outlook and offer practical use cases at ADVISE AI conference Oct. 9-10 in Vegas | via ⁦@finplan⁩

Explore our new Cool Conversations page!. ❓What are your WealthTech challenges? . ❓What wins in WealthTech have you had recently?. 🔍 Be part of the conversation. #WealthManagement #ThoughtLeadership.#CoolConversations.

RT @ImpactMarComPR: Calling All Hiring Managers and Firm Owners!. @blxinternship wants to hear from YOU! Participate in their Hiring Survey….

RT @ImpactMarComPR: In this week’s Fiduciary Voices Summer #FinLit Series, Michael Israel, CFP®, Managing Partner of Revolve Wealth Partner….

RT @FinTechie: AI Use and Best Practices in the Financial Services Industry | t3 Technology Hub

RT @craigiskowitz: Discover #AI Success Stories in #WealthManagement! . Join our July 23rd webinar to hear from top industry leaders on lev….

Happy to participate in this @FWReport article by @CharlesPaikert discussing the Top Three 2024 Trends to Watch. #GenerativeAI will be assisting those in #WealthManagement to create meaningful recommendations and content to grow their businesses.

Dive into the evolution of fintech disruption in our latest blog! See insights from pioneering waves, electronic banking, and AI integration as we uncover lessons learned through commitment to innovation, automation, and data quality for optimal outcomes.

RT @marieswift: In this short video interview, @wealth_report CEO @Rlarryroth + Editor-in-Chief Julius Buchanan reflect on 20 years of T3 c….

RT @t3techhub: 🔥🔥🔥 Black Friday BOGO sale from @FinTechie and @t3techhub - for advisory teams only! . ⌛️Act now! . 🕵️‍♀️ Details here:. htt….

Attending #BostonFintechWeek2023? Let's meet up and talk about your next fintech project.

Enjoyed being a panelist last month on the Ezra Group's Data to Dollars webinar where we discussed flexing your AI/ML muscle. If you missed it, you can read the summary here.

Honored to participate in @wealth_mgmt's MidYear Outlook. Find out how you can keep your business afloat with a data lake.

If you missed this session live, the replay is available. Follow the link below👇🏼 to register and watch on demand “From Data To Dollars: How AI Transforms Wealth Management”.

RT @craigiskowitz: Ep. 185: A Breakthrough in Maximizing Conference Networking with Matt Middleton, @AdvisorCircle . @AnandSheth2 @BlueOcea….

If you missed this webinar on AI/ML, you can still get the replay! . If you run into any difficulties, just shoot me a note and I can assist. It was my pleasure to be one of the panelists. Really interesting conversation.