In Episode 109, we’re joined by two executives from BMO Private Banking: Nancy Marescotti, head of marketing, and Karen Lightstone, senior marketing manager. With more than two decades at BMO, Nancy leads…
Recap of Hearsay Summit 2017: The Mobile Advisor Cloud
Ten years ago, the first iPhone was launched and the world forever changed.
When it comes to the longevity of the financial advisor population, the industry is aging rapidly: 43 percent of U.S. advisors are over the age of 55 years old. At…
Like it or not, the buzzword “digital transformation” continues to get tossed around as if it were something we can check off a list. In reality, companies often have multiple,…
As financial services firms continue to grapple with how to deliver the type of personalized, on-demand communication that investors prefer, texting is emerging as an increasingly critical way for advisors…
We’re excited to announce that Gaurav Agarwal and Bill Rusitzky have joined our executive leadership team. Gaurav, who previously led product management for Splunk’s flagship machine data products, heads our…
The Information Commissioner’s Office (ICO), the United Kingdom’s independent regulatory agency in charge of enforcing various data privacy laws, recently closed a texting case that suggests a renewed interest in…