Do you remember Blockbuster when Netflix disrupted the video rental industry? Over a 3-to-5-year period, customers and the market changed right in front of their […]
Digital Transformation
A Beginner’s Guide to Trust or IRA Data Conversions
If you’re reading this article, it’s probably because your financial institution has adopted a new accounting platform for your trust or IRA — and you’re […]
3 Keys for Leveraging Digital Transformation in Organizational Strategy
I had the honor of participating recently in an industry panel discussion intended to help wealth management firms think about the role digital transformation and […]
