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...
Connected Wealth
Preparing for the Paradigm Shift in Data Management
In 2025, the industry will advance toward a foundation based on trusted, connected data
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.
