Intelligence



The Flash Blog

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 . . . 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 . . . 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 . . . Read More

GDPR is Here. Now!

Wednesday, May 30 2018

Ross Leo This much is certain:  GDPR will have both immediate and far-reaching impact on European customer relations.  The question is:  what are you doing about it? GDPR compliance is not an option:  if you . . . Read More

Is the Approach to Vendor Management Too Limited?

Wednesday, May 30 2018

Vendor due diligence is an added burden on retail wealth firms, but it is also a meaningful opportunity. Today, for the majority of retail wealth firms’ vendor due diligence, it’s about filling out a checklist, . . . Read More