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.
Connected Data
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 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...
SIFMA’s 2023 Annual Meeting: Fireside Chat with Stephen C. Daffron
A conversation with Stephen Daffron, Chairman & CEO of BetaNXT and Joe Seidel, Chief Operating Officer of SIFMA on the current shifting...
Data-Driven Wealth Management With Stephen C. Daffron
In a recent Advisorpedia podcast, Stephen C. Daffron, Chairman and Chief Executive Officer of BetaNXT, talks with Advisorpedia founder Doug Heikkinen...
3 Ways Connected Data Improves Corporate Action Election Processes
The operational challenge of managing mandatory and voluntary corporate action (CA) events is complicating life for brokers as their volume...
BetaNXT CEO Stephen C. Daffron Talks Moving to T+1 Settlement and More
BetaNXT CEO Stephen C. Daffron Discusses SIFMA, Moving To T+1 Securities Settlement, and How Wealth Management Can Use Better Data to Make Better...
Know Better. Do Better. Stephen C. Daffron at SIFMA Ops 2023
As technology supercharges data access and transparency, opportunities to bring the benefits of sound investing to more individuals multiply....
Creating a Frictionless Wealth Management Experience with Stephen C. Daffron of BetaNXT
Shannon Rosic, director of WealthStack Content and Solutions, speaks with Stephen C. Daffron, CEO of BetaNXT, on creating a “frictionless”...
Stephen C. Daffron, how Motive and BetaNXT are helping drive the industry transformation in Wealth and Asset Management
A discussion of BetaNXT's carve out between Stephen C. Daffron, our Chairman and Chief Executive Officer, and Motive Partners Raunak Sainani,...
| January 3, 2024
“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 remarkable and continues to accelerate. We are at the apex of a steepening demand curve driven by a new generation of investors who require easy access to near real-time information delivered with context and substance.
