Financial Planning Archives | Page 13 of 22

Customer Data Management

How Will Tandem Revolutionize CRM for Independent RIAs?

Advisor360° has launched an innovative CRM solution named Tandem, specifically tailored for independent registered investment advisors (RIAs) looking to enhance their operational efficiency and client interactions. This state-of-the-art platform offers a variety of unique features, including an advanced reporting engine, secure document management vault, financial planning integrations, and a client-facing portal. The cloud-based solution is designed to automate financial workflows,

March 6, 2025

Enterprise Applications

How Can Dynamics 365 Optimize Your Tariff Management Strategy?

In the complex world of global trade, companies constantly grapple with varying tariff rates, compliance regulations, and ever-fluctuating costs. Navigating these challenges efficiently requires a robust system designed to manage, track, and optimize tariff rates proactively. Microsoft Dynamics 365 emerges as a solution providing comprehensive tools to manage these aspects strategically, leveraging automation and real-time analytics to streamline operations and

March 5, 2025

Digital Lending / Digital Payments

Tranglo Launches Enhanced SME Payment Solution for Better Cash Flow

In a world where small and medium-sized enterprises (SMEs) make up more than 90% of businesses globally, navigating financial challenges can be a daunting task. Late payments, inefficient systems, and high transaction costs create significant obstacles that can stifle growth and disrupt supply chains. Recognizing these hurdles, Tranglo has rolled out an enhanced payment solution aimed at promoting better cash

March 5, 2025

Cloud

Why Are Nigerian Businesses Shifting to Local Cloud Services?

In recent years, a noteworthy trend has emerged among Nigerian businesses: a marked shift from international to local cloud services. This transition is driven by economic pressures and practical challenges that make global cloud services less viable. Notable local providers, such as Nebula, Nobus, Galaxy, Suburban, and Layer3, are becoming increasingly attractive options. Economic Efficiency and Currency Concerns Cost Efficiency

March 5, 2025

Robotic Process Automation In Fintech

AI in Personal Finance: Budgeting, Planning, and Learning with Care

Artificial intelligence is becoming an integral part of personal finance management, offering innovative solutions for budgeting, financial planning, and education. This article delves into how AI, especially generative AI, is transforming personal finance and provides practical guidance on leveraging these tools effectively. The advancements in AI technology present an array of opportunities for individuals to better manage their finances. However,

March 4, 2025

FinTech Insurance

How Will The Ensight-Luma Partnership Transform Insurance Sales?

In a rapidly evolving financial landscape where customer expectations are growing increasingly sophisticated, financial professionals face the challenge of staying ahead with modern solutions and personalized services. The recent partnership between Ensight, a sales enablement platform specializing in annuities, life, and long-term care (LTC) insurance, and Luma Financial Technologies, a provider of structured products and insurance solutions, promises transformative changes

March 4, 2025

FinTech Insurance

Insurers Unprepared for $7.8 Trillion Wealth Transfer by 2040

The life insurance industry is facing a significant challenge as it prepares for an unprecedented wealth transfer. By 2040, policyholders over the age of 65 are expected to transfer $7.8 trillion in assets. However, the industry currently lacks the necessary preparedness to handle this massive shift. This article delves into the scope of the problem, economic and social headwinds, strategic

March 3, 2025

Cloud

DigitalOcean: Driving the AI Cloud Revolution for Growing SMEs

DigitalOcean is steadily emerging as a key player in the AI cloud computing landscape, particularly benefiting small- to mid-sized enterprises (SMEs). The company’s strategic focus on simplicity, affordability, and user-friendly solutions is setting it apart from larger cloud service providers and creating a niche at the intersection of advanced technology and SME requirements. As SMEs pursue growth and technological advancement,

February 28, 2025

Digital Wealth Management

Are Wealth Management Firms Meeting Client Digital Expectations?

In today’s fast-paced financial landscape, the pressures on wealth management firms to offer comprehensive digital platforms have never been higher. Investors are no longer satisfied with merely having a clean and modern transactional experience; they now demand a more engaging, proactive, and personalized digital interaction that strategically aids them in achieving their financial goals. As highlighted by a recent J.D.

February 28, 2025

Digital Wealth Management

Arta Finance Launches Advanced Wealth Management Tools for Professionals

Arta Finance, a digital wealth management platform launched by former Google executives, is poised to revolutionize how finance professionals handle their personal investments. By unleashing a suite of advanced features, the platform sets the stage for finance professionals to manage their wealth with the same level of sophistication they offer their clients. This innovation aims to address the unique challenges

February 28, 2025

Digital Lending / Digital Payments

Can Mastercard’s One Credential Revolutionize Gen Z Payment Preferences?

Mastercard has recently launched an innovative financial solution known as One Credential, designed to cater specifically to the payment preferences of Generation Z. This platform integrates a variety of payment methods, including prepaid, debit, and credit cards, as well as buy now pay later (BNPL) options to provide users with enhanced control and flexibility. Recognizing the unique needs and behaviors

February 28, 2025

Payroll

AI Revolutionizing Payroll: Boosting Efficiency and Accuracy in HR

The transformative impact of artificial intelligence (AI) on payroll processing within organizations is ushering in new levels of efficiency and accuracy. As global businesses navigate complex regulatory environments and increasing demands for precision, AI emerges as a pivotal tool for modernization. This advancement enables HR professionals to pivot from administrative burdens to strategic roles, thereby enhancing overall organizational productivity. Automation

February 27, 2025