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PractiFI Demo: Merging Local & Cloud Data in PractiFI

Many financial services businesses engage proactively with regulators and implemented enterprise cloud platforms at scale. Others opt to store customer information inside their firewall, limiting their cloud options. PractiFI's Pinot Noir release changes all that, seamlessly merging the cloud with data from behind your firewall.

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Merge or aquire? Why #fintech is critical to achieving scale in financial services

Will you be forced to merge your business with another when the competition gets too hot? Or will you be dictating terms?

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Technology is key to ethics and good governance in financial services

When parliament returns today there’ll be plenty of debate about business ethics, especially as it applies to banking and financial services. But one thing is missing from the debate - technology!

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2016: The Year of the Client

2015 was a big year for wealth technology. Advancements in robo advice, greater mainstream social media adoption and even DIY investing changed the way individuals consume advice, as well as the way advisers interact with them. But amongst all the hype and change, one thing remains decidedly unchanged: financial advice is all about meaningful client relationships.

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Will Turnbull's ideas deliver the 'boom'?

It's been buzzwords galore in this week's media. We've been introduced to an 'ideas boom' with the release of the government's Innovation Statement.
But when the fog of hyperbole clears, what can we actually expect from this $1.1bn drive for innovation? Is it all it's hyped up to be?

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The Future of Superannuation Technology

Platforms vs Industry Apps: The Future of Superannuation Technology

Superannuation funds are looking beyond simple point solutions and see the potential of broad technology platforms. But a consistent complaint with platforms is that the raw product is just that: raw. The reality can be vastly different to the sales promise and the start of a long and costly journey.

That’s where industry applications come in.

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Upgrading the technology in your wealth business? Ask yourself these 7 questions first

Wealth technology is outmoded and the race for a unified customer experience is on. Linking products to clients across multiple channels and at all points in the lifecycle is the new cost of entry and getting ahead of that gives you a competitive edge.

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Dreamforce for Wealth: Wrap Up

As Dreamforce 2015 draws to a close, PractiFI CEO Glenn Elliott gives us a final update from San Francisco's famous Union Square. He reflects on what we learnt from this huge cloud event and what it means for the wealth management sector.

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Dreamforce for Wealth: Day Two

Today we wrap up Day Two at Dreamforce 2015! It's keynote day, plus we've had the team out and about meeting PractiFI partners, attending learning sessions and generally making sense of this huge event for the wealth industry. CEO Glenn Elliott reports today from the APAC lounge on 3rd St.

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Dreamforce for Wealth: Day One

It's Day One at Dreamforce 2015! We've spread our team out on the ground to divide, conquer (?) and gather as much intel as we can that's relevant to you in the wealth sector. Our CEO at large Glenn Elliott updates us today from the Yerba Buena gardens in the heart of the Dreamforce action.

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