Following a Momentous Year, Technology Modernization and AI Will Fuel Industry Demand in 2026
Looking back on 2025 and ahead to the year to come, the highs and lows across the industry stand out clearly. The year began with a new White House...
The Three E’s of AI Success: Embedded
This is the second post in a mini-series on The Three E’s of AI Success. In case you missed it, read the introduction here.
The Three E’s of AI Success: Embedded, Efficient and Experience-First
Introducing our “Three E’s of AI Success” series about AI in action at BetaNXT. We’re sharing how we embed AI into our core systems, drive efficiency...
Changing How Millions of Investors Shape Corporate Governance
BetaNXT and Tumelo deliver a unified pass-through voting choice solution that empowersinvestors to influence how pooled-fund shares are voted, while...
How does technology improve shareholder engagement and proxy voting?
Chris Nobles, Division Executive, Mediant at BetaNXT, discusses how technology impacts shareholder engagement, as well as its relevance for...
The Retail Voting Program: A Step Towards the Next Era of Shareholder Engagement
The recent announcement that the SEC has OK’d a retail voting program marks an important moment in the evolution of shareholder engagement. For...
Navigating Market Change with Agility
Expanding Our Ecosystem of Flexible Solutions, Helping Clients Stay Ahead of Market Shifts and Investor Expectations
Revolutionizing Counterparty Management with Automated Workflows
BetaNXT's Counterparty Management solution features flexible, automated workflows that modernize and simplify relationships between fund distributors...
Making Sense of Corporate Shareholder Communications for Clients
Chris Nobles, in WealthManagement.com’s 2025 Midyear Outlook, highlights that modern technology streamlines shareholder communications, increasing...
CDO Matters Podcast: Data as a Product
Jonathan Reeve, BetaNXT's CPO, explores the evolving partnership between Chief Product Officers and Chief Data Officers. Their conversation...
Essential Elements of Fund Board Reporting: A Board’s Perspective
Fund boards hold a critical responsibility in overseeing the operations and management of investment funds. Their role is multifaceted, requiring a...
T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors
Derek Kinney, host of the T3 Hot & Happening Podcast, sits down with Laura Barger, Chief Marketing Officer of BetaNXT, to explore how data,...