In summer 2022, Accutech Systems Corp. hired veteran fintech executive John Watts to lead the company’s trust and wealth management business unit. As the unit’s […]
Blog & Articles
How Secure Is Cloud Computing?
One concern business managers have is the security of a cloud computing operation. How well does it repel cyberattacks? Can it stop ransomware attacks? How […]
What do wealth management and baseball have in common?
More than 20 years ago, Oakland Athletics general manager Billy Beane famously applied “sabermetrics”, or baseball-specific statistical analysis, to his player evaluation and decision-making process. […]
What are the Benefits of Cloud Computing?
Cloud computing is critical to most businesses nowadays. Very few organizations are still using local licenses installed on the computers sitting in their offices. It’s […]
Why your wealth management team needs to focus on business intelligence
We live in an era of information overload. Every day, our technologies generate an ocean of valuable data, much of which never comes to the […]
What do Millennial and Gen Z Clients Want from their Wealth Managers?
Millennial and Generation Z clients are much different from their parents and grandparents in the financial world. They don’t want paper reports anymore. They don’t […]
Why Do Wealth Management Professionals Need to Use Mobile Apps?
Historically, wealth managers have been cautious about adopting new technology that promises to simplify their work, preferring to rely on relationships and knowledge instead. But […]
7 Benefits of Wealth Management Professionals Going Mobile
Mobile technology has improved productivity and efficiency for knowledge workers everywhere. Beyond photo sharing and social communication apps, many industries benefit by having industry- and […]
What Are the Benefits of Cloud-Based Wealth Management?
Thanks to broadband Internet, ubiquitous wifi, and cloud computing, we’ve moved past the need for individual applications on individual computers, each installing new programs from […]