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...
Top 5 Takeaways from SIFMA Ops 2024: Designing the Future of Connected Data
SIFMA Ops was a highlight of my year. The conference waspacked with interesting people, ideas, and insights into what’s ahead for our industry. At...
Ops 2024: Point to Point – Designing the Future of Connected Data
Data modernization isn’t just the latest trend; it’s a critical and competitive element of success for wealth enterprises. Join BetaNXT’s...
BetaNXT takes on the data challenge with Snowflake-powered platform
The wealth tech provider is helping future-focused firms move forward on their digital journeys with a groundbreaking pilot program.
One Company's Mission To Power "Connected Wealth"
BetaNXT CEO Robert Santella discusses how wealth management enterprises can harness the power of connected wealth and connected data.
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...
| 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.
