Where gift cards fall short — and how partners can help

Where gift cards fall short — and how partners can help

Bill Warshauer of Tillo examines why gift cards still frustrate customers, and how better technology and coordination could fix the experience.

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Insurance outlook: pricing pressure meets tech strategy

Insurance outlook: pricing pressure meets tech strategy

The Zebra’s David Seider outlines how pricing pressure, competition and technology investments will shape the insurance landscape in 2026.

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The state of AI, from tools to systems

The state of AI, from tools to systems

Onsen Global’s Tiffine Wang argues that AI’s move into production is forcing companies to design for trust, not experimentation.

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Inside the 2026 T3 Conference and AI University

Inside the 2026 T3 Conference and AI University

FR editors spoke with T3 founder Joel P. Bruckenstein on why T3 2026 is putting applied AI at the center of advisor technology.

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Inside the shift toward data-native markets

Inside the shift toward data-native markets

Matt Ober of Social Leverage writes that markets are becoming data-native as finance, consumer culture and AI converge around richer, more valuable data.

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Industry Pulse: 2025 Annual Conference from The Clearing House

Industry Pulse: 2025 Annual Conference from The Clearing House

With the 2025 event in New York fast approaching (Nov. 4–5), The FR caught up with Chief Client Officer Elena Casal to discuss the key themes shaping this year’s agenda.

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Why Brazil’s fintech playbook is going global

Why Brazil’s fintech playbook is going global

Luiz Manzano, founder and partner at Brazil-based VC firm big_bets, breaks down how Brazil became the epicenter of fintech innovation, and why its playbook is going global.

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How quality engineering accelerates GenAI adoption

How quality engineering accelerates GenAI adoption

To unlock GenAI’s full potential, FIs must integrate quality engineering early into their strategies, argues Dror Avrilingi of Amdocs.

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Inside ADVISE AI 2024

Inside ADVISE AI 2024

Brian Wallheimer, editor-in-chief of Financial Planning, sat down with Caliber Corporate Advisers CEO Grace Keith Rodriguez to discuss the upcoming ADVISE AI conference in Las Vegas.

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How data-as-a-service is reshaping the market

How data-as-a-service is reshaping the market

In today’s world, data isn’t just an asset—it’s a vital currency driving everything from investment strategies to consumer behavior, argues Matt Ober, general partner at Social Leverage.

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AI/ML and equity in lending

AI/ML and equity in lending

That gap between technology and law has left much of the industry in the lurch, anticipating and hedging against state action. For AI-driven lending platforms, for instance, these regulatory uncertainties have fomented an intra-industry debate about the kinds of technologies and algorithms that should be deployed. 

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Do you have to make acquisitions?

Do you have to make acquisitions?

From Matt Ober: In the data & information services space, it seems like the key to success is acquisitions. You have to find your wedge, your revenue, your product-market fit, but once you find it, you have to start acquiring, or “rolling up.” If you are in a position of strength, you need to use it. That is if you want to build a big business.

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The future of web scraping

The future of web scraping

From Matt Ober: Every AI company is scraping. Everyone is trying to get access to data and the question of what on the web you can scrape versus have to pay for continues to be debated.

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Is AI the new cloud?

Is AI the new cloud?

From Matt Ober: AI is feeling very similar to the cloud rush many years ago. At first, AI is a differentiator for companies, but eventually it becomes table stakes.

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