Mike Capelle, co-CEO and co-founder of Modern Wealth, discusses how the firm is building a flexible technology stack that ...
When we set out to conduct our latest software adoption study at Answering Service Care, we weren’t just looking to compare platforms. We wanted to answer a more revealing question: What does your ...
Anders Jones, CEO and co-founder of Facet. While today, Anders Jones is the CEO and co-founder of Facet, a flat-fee RIA with around $4 billion in assets under management, he didn't start in the wealth ...
Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...
Choose the right tools for your financial advisor tech stack Benefits of a strong financial advisor tech stack How to build an effective financial advisor tech stack Building an effective financial ...
Across industries, technology teams share a single aim: to deliver better, more inventive customer experiences. Capital One starts where it matters—talent. Beyond recruiting top engineers, companies ...
As the AI research fellow for a research firm, I have the opportunity to interact and share our best practices with hundreds of different organizations pursuing their AI strategy. So, it's no surprise ...
The inaugural ADWEEK Tech Stack Awards recognize companies that are leading the evolution of marketing technology. Sprinklr (NYSE: CXM), the definitive, AI-native platform for Unified Customer ...