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Blog Category: Technology

Artificial Intelligence (AI) in CRM: It’s not Skynet. Yet.

Insights from In|Vest 2017

Applied Analytics and Artificial Intelligence in Wealth Management

The Best CRM for Wealth Management

The New Advisor Desktop: it’s not just for desktops anymore

Sunsetting an Obsolete System

Key Takeaways from the CGI 2017 Connections Conference

Hadoop Data Lake

Beyond the Brochure – Why Project Success Begins with the Proof of Concept

AI and the Rise of the Bots

Choosing The Right Vendor: Don’t Limit Your Analysis to Functionality

Financial Services Innovation and Insights

Transforming a Contact Center into a Customer Engagement Center

The European Market Braces for New Regulations

Chatting with Developers: Agile Development Practises

CDM Enables Cost-Effective and Agile Data Mastering

Customer-Centric Digital Transformation

Chatbots, Robotics and Business Process Management – oh my!

Integrating Advisor Desktops and Customer Portals

Top 6 Things to Look For in Scheduling and Microsoft Exchange Synchronization

Need to replace Siebel? Take an evolutionary approach

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