Technology Trends and Innovations

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Financial Services Accounting Software Buyer's Checklist
Sage Intacct
Financial firms can have multiple holding and operating entities that can create complex inter-company workflows. This buyer’s checklist is provided to help you evaluate accounting software
2021 Cybersecurity Update
This annual cybersecurity update covers the leading threats you need to be aware of to keep your clients and your firm protected. 2021 cybersecurity trends and best practices will be shared.
Family Office Best Practices for Selecting Enterprise Software: A Comprehensive Approach to a Critical Business Decision
Plante Moran
There’s no doubt that leveraging new technologies and cloud-based solutions offers family offices opportunities to innovate, lower spending, and align their overall technology strategy to
Browsing Safely Online
BMO Family Office
Going on the internet can put your devices and personal details at risk from unexpected online threats like malware and ransomware. Learn about the threats and see some internet safety tips to help
How to Stay Safe on Social Media
BMO Family Office
The more we use social media to share updates, pictures and videos with friends and family, the easier it can be for cybercriminals to steal our information. See how you can use social media safely
The Amazonization 2.0 Trend Shaping Innovation in Asset Management
SEI
Online platforms are reshaping business dynamics, putting customers in charge and forever altering the customer experience. As Asset Managers weigh the critical decision of whether and how to embrace
The Watsonization 2.0 Trend Shaping Innovation in Asset Management
SEI
Artificial intelligence is quickly transitioning from curiosity to critical cog in efforts to monetize data and power applications from front to back office. Given asset management’s reliance
The Twitterization 2.0 Trend Shaping Innovation in Asset Management
SEI
Technology has transformed how businesses communicate with—and learn from—their customers. Despite historic hesitancy on the part of many asset managers, driven in large by regulatory
The Googlization 2.0 Trend Shaping Innovation in Asset Management
SEI
Data-smart companies are learning how to access, aggregate, and distill competitive knowledge from a vast sea of previously inaccessible information. While there will be asset managers who resist the
Turn Five Tech Risks into Opportunity for Your Firm
SEI
Organizations across the wealth management landscape face an array of technology risks that are growing more prominent in a post-COVID environment. While keeping an eye on the future and building