Beyond Digital Signature in Wealth Management

If you want to solve a client onboarding problem in your organization, digital signature by itself isn’t going to cut it. If anything, it might put your organization at risk by being an unscalable solution.

Wealth Management firms that want to digitalize their processes often reach an impasse...

DOL Fiduciary Compliance: Start with Client Onboarding

Compliance with the New Fiduciary Rule doesn't have to a painful process; it's an opportunity to take a look at your client onboarding process and find innovative technology solutions.


The new US Department of Labor (DOL) fiduciary rule, to be in effect by April 10, 2017, is, depending on...

Frankenstein IT: The Dangers of Integrating Too Many Systems

Rube Goldberg (1883 - 1970) was a genius cartoonist whose enduring legacy is the concept of the hilarious Rube Goldberg Machine that performs the simplest of tasks ‘automatically’, by completing dozens of seemingly unnecessary tasks along the way.

Part Two: The Merchant Acquirer’s Guide to Onboarding More Merchants

This is the second part in a two-part series on how Merchant Acquirers and ISOs can keep up with the merchant onboarding race in a competitive market. Read Part 1.

The False Security of Legacy Systems: Why Fintech May Not Be Your Biggest Threat

Fintech innovators are at your door, vying for your customers and business, but your real threat lies within your own walls. Legacy systems are increasingly irrelevant, costly, and difficult to use.

In 2012, Bruno Iskil, a trader known as the London Whale, lost $6.2 billion for JP Morgan. While...

Fintech Disruption: The Insurance Industry is Next

Why Insurance is the next industry to be disrupted, and what traditional insurance companies can do to keep up.

The insurance industry has been the laggard of the fintech revolution. But it’s not too surprising, since the very premise of insurance is minimizing risk for all involved parties....