Michael Willette, assistant vice president and technical fellow at USAA, comes on Making Data Simple to discuss database methods in the finance industry. Michael has an extensive, technical background as an architect and senior programmer. He shares his journey, current view on the market, emerging
In episode 37 of the Making Data Simple podcast, Al Martin has a detailed conversation with Avijit Chatterjee, Chief Analytics Officer at IBM Morgan Stanley and Metlife. Together, the two discuss various use cases of AI transforming business processes along with tips for networking and time-
Four inspirational women in the Financial Services industry met on International Women's Day to discuss how being a woman played a role in their career paths. Listen to this podcast to hear Cheryl Nash, Noreen Beaman, April Rudin, and Sara Stanich discuss why women make the wealth management
How can a new generation of wealth management advisors enhance their offerings with advanced technology? Hear wealth management experts Alex Baghdjian, April Rudin and Bill Sullivan discuss cognitive technology for financial advisors that can automate mundane tasks and help them deliver enhanced
In this episode of the Finance in Focus podcast, listen as wealth management experts Marc Andrews and April Rudin discuss ways that financial institutions can use cognitive computing to find solid ground in shifting regulatory terrain.
Extraordinary costs of misconduct can be a daunting challenge for financial services institutions. In a recent episode of Finance in Focus, hear wealth management experts Marc Andrews and April Rudin discuss a cognitive and holistic solution for monitoring complex trading scenarios. Learn how it
IBM Watson and financial services go hand in hand at IBM Insight at World of Watson 2016. Tune into this podcast to hear Jim Gahagan, Kim Minor and Susan Visser discuss the banking, insurance and wealth management sessions available at IBM Insight at World of Watson 2016 that serve as your guides
IBM is out to transform how financial services organizations market, sell to and service their clients. IBM Watson, which has been transforming the healthcare industry, is now setting its sights on Wall Street. Tune in to hear Jim Marous describe the changing dynamics of the market as he outlines
How does blockchain and cognitive computing affect fraud? Listen to the latest Finance in Focus podcast featuring Alex Tapscott, a blockchain expert and coauthor of a best selling book on the topic, who discusses how these technologies have the potential to eliminate fraud.
A new regulation is coming to the US on 10 April 2017, and it will affect wealth management advisors and investors alike. This regulation means that investment recommendations need to be in the clients' best interest rather than simply being suitable for them.
Tune in to this podcast to hear Margaret Hartigan and Lowell Putnam, the respective CEOs of Marstone and Quovo, discuss how their companies’ solutions use account aggregation to give financial investors a holistic view of clients. Moderator Rob Stanich and host Alex Baghdjian will join these CEOs
Financial institutions of all kinds are seeking ways of catering to the influx of millennials who are filling workplaces at record numbers. Tune in as Jon Stein, CEO of Betterment; Priya Malani, cofounder of Stash Wealth; Carolyn Baird, noted author of papers analyzing the millennial phenomenon;
Wealth management firms are beginning to adopt digital technologies to stay competitive in the marketplace and offer their clients a peerless financial planning experience. But what does the future of the industry look like?