From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella
Our CEO Bob Santella speaks with Craig Iskowitz on the WealthTech Today podcast about the most impactful industry trends of 2024 and our new...
Enhancing Shareholder Engagement: How Digital Meetings Foster Inclusivity and Accessibility
In recent years, the way companies hold annual meetings has undergone a major transformation, with many shifting from traditional in-person...
BetaNXT's Guide to the Beneficial Shareholder Voting Process
How well do your retail brokerage clients understand their rights as shareholders and the voting process for exercising them?
The Best Ways for Issuers to Reach and Engage Retail Shareholders
Rising numbers of retail investors is a welcome trend for the wealth management industry, but among issuers, it entails a new challenge: how to build...
Two Ways to Avoid Mailing Delays and Cost Increases to Shareholder Communications
The United States Postal Service (USPS) has been periodically increasing the price of First-Class Mail, reflecting ongoing changes in operational...
Preparing for the Paradigm Shift in Data Management
In 2025, the industry will advance toward a foundation based on trusted, connected data
The Evolution of Shareholder Communications
Russ Alan Prince of Financial Advisor Magazine and Sherry Moreland from BetaNXT discuss the digitization of information flow between advisors and...
2025: The Ongoing Push Toward Data-Ready Content for End Users
As another year draws to a close, the FinTech industry is undertaking its healthy annual review of where we are going, and what our customers want...
BetaNXT’s CEO on Most Impactful Tech and 2025 Trends
Bob Santella and Wealth Solutions Report discuss technologies impacting the industry, wealthtech in 2025, his vision for the firm, and more.
Modernizing Corporate Actions Processing: Enhancing Efficiency and Accuracy
The corporate actions lifecycle is time-consuming, prone to errors, and costly. Despite the widespread adoption of digital technology throughout the...
The Blueprint for Tomorrow’s Investors With Bob Santella
Our CEO Bob Santella speaks with Julia Smollen at Advisorpedia about revolutionizing wealth management with cutting-edge data integration,...
Big Data Is Transforming Wealth Management: Q&A with BetaNXT CEO Bob Santella
Bob Santella met with Joe Palmisano from Connect Money to explore BetaNXT's growth prospects, the increasing application of AI, and big data in the...
| July 9, 2024
For this podcast, Stephen C. Daffron talked with The San Francisco Experience about the significance of data transparency and interconnected data, and how the modern investor is shaping the demand curve.
