Change Agent: Stephen C. Daffron, BetaNXT
We’re talking to leaders about significant changes in the industry and their organizations – progress regarding product, process, technology, or...
Empowering Advisors: How Connected Wealth Can Revolutionize Wealth Management
2024 has been, and will continue to be, the year of the advisor. Over the past decade, wealth management organizations have increasingly focused on...
BetaNXT: A Private Equity Success Story.
Stephen C. Daffron talked with The San Francisco Experience in June about the significance of data transparency and interconnected data, and how...
Ready, Settle, Go: Reflections on Preparing for a Successful T+1 Launch
May 28 is launch day for T+1 – the rule that will shorten the securities settlement cycle to trade date (T) plus one day. Currently, firms are...
The Right Way To Incorporate AI
AI has emerged as a dominant force, reshaping, and even spawning discussions about the future across various sectors.
6 Reasons to Choose BetaNXT’s New Self-Service Client Letters Solution
In the realm of wealth management, client letters are pivotal. Items such as welcome letters, account change, and other regulatory notices are more...
BetaNXT's CTO: Don’t Rush Your AI – Plan The Long Game
Avoid the hype, implement AI solutions with a long-term strategy, develop trusted data, and safeguard client privacy.
Stephen C. Daffron on BetaNXT’s Evolution from Data-as-a-Service to Operational Support Essentials
Stephen C. Daffron and Craig Iskowitz discuss integration between BetaNXT and other Motive companies, about competition and cooperation between...
Wealth Management and Big Data
Today, we are witnessing substantial shifts in how financial services information is vetted and delivered. Firms are searching for more efficient...
How Wealth Managers Can Optimize Tax Management All Year Long
Michael Pass is President of Maxit, a BetaNXT business, which provides data, technology and insight that empower better investment decisions and...
How to Improve the Advisor and Client Experience in 2024 — and Beyond
“If you can’t keep up, you can’t play” is a schoolyard taunt now echoing across wealth management. The pace of change in our industry has been...
True Innovation Requires Revolutionary Partnerships
This week, we announced a groundbreaking partnership with TIFIN AMP that promises to reshape the landscape of fund distribution. This alliance marks...
| 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.
