Intelligence



The Flash Blog

Digital Transformation Roundtable: Top Ten Takeaways

Monday, September 30 2019

  1. Machine Learning / AI What’s the next generation of advice? It will be informed by machine learning to customize the client experience—but we must consider that AI and machine learning are still just getting started. One way to think of it? If you had an army of six year olds, what could you . . . Read More

Industry Trends to Automation

Monday, September 9 2019

Recently, I was with a senior person at a major FinTech firm and I watched as she showed me the stack of paper that confronted her while opening brokerage accounts at a large Wealth Management firm. She was incredulous when she compared the experiences of clients of FinTech applications with her current onboarding experience, which . . . Read More

Trends for Beacon

Monday, September 9 2019

As vendors who specialize in single product solutions, (such as commissions or supervision) are absorbed into larger organizations that offer a wider array of services and inter-product connectivity, there is a hidden cost: the broker dealer. The vendor subject matter expertise is diminishing, and deployment and development time frames are being elongated. In addition, the . . . Read More

Tapping Potential

Thursday, August 2 2018

Denver: Possibilities Abound. I am pleased to announce that Timothy Vardaman is the newest member of the Beacon Strategies, LLC team. Timothy brings an abundance of knowledge to Beacon on wealth operations. His experience will allow us to broaden our consulting, research and event footprints. Furthermore, his encyclopedic knowledge of the retail and institutional wealth . . . Read More

Bittersweet

Tuesday, July 31 2018

Denver: Today is a bittersweet day. Bitter because a colleague, and friend, Glen Schreitmueller is moving on from Beacon. Sweet because Glen is moving on to evolve, manage and develop a software product, which is what he is built to do. The good people at ProTools, LLC & Pacific Financial Group, LLC who have created . . . Read More

Ticker Tape Parade & CUSIPs

Tuesday, July 24 2018

Having earned the perk of an office with windows that opened overlooking Broadway’s Canyon of Heroes, I enjoyed several victory parades and marveled at the outpouring of paper and adoration on the streets of Manhattan known as a ticker tape parade.    Years ago, the confetti literally consisted of discarded lists of stock trades from the . . . Read More

The MSSP:  What are Managed Security Services Providers and Why Do I care?

Tuesday, July 24 2018

The MSSP is the type of service company that assists businesses of all sizes, mainly small to medium size ones, to effectively take control of their cybersecurity operations through outsourcing.  This kind of outsourcing can prove very useful for those firms that have neither the staff nor the expertise to manage it directly themselves.   Given . . . Read More

Starting a Conversation about Blockchain and WealthTech

Monday, July 23 2018

What is blockchain technology? If your answer is Bitcoin, then you need to read the next few paragraphs.  If your answer is distributed ledger technology, and you know what that implies in terms of creating a trusted, single source of truth and eliminating the need for third-party intermediaries than you can probably skip the brief explanation. . . . Read More

Unbridled Behavioral Expectations: The Growth of Customer Service Help Platforms

Monday, July 23 2018

We live in a time of unbridled change. New technologies are cast in warp speed. Innovation is providing us: new ways to communicate; new ways to buy the items we want; new ways to tell people how we feel about the experience we just had with a business; and many more use cases. In short, . . . Read More

The Data Buffet

Wednesday, May 30 2018

Glen Schreitmueller Data of all stripes are turning into quite a tasty buffet in FinTech as a bevy of solutions that are more “TECH” than “FIN” arrive on our plates to consider.  As we complete the spring conference season, we see once low-level operational data quality discussions move to the spotlight as new applications, big . . . Read More