Modernizing the technology stack to meet the needs of today’s fast-paced business environment is becoming imperative. Legacy and outdated technologies are hampering flexibility and are becoming more ...

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 ...

Every other week for more than six months, we've been bringing you Show Me Your Stack, a series in which financial professionals tell us about the tools they rely on — as well as those they've ...

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 ...

Firms often add platforms hoping to solve problems, but the real issue is lack of process discipline and staff adoption ...

The long-running debate over whether platforms or customer relationship management (CRM) systems should sit at the centre of advisers’ technology stack is intensifying.