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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How banks can extract value from generative AI

How banks can extract value from generative AI

The FR’s editors recently sat down with Dan Latimore to get his insights on the state of generative AI in banking.

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What’s next for BaaS: Navigating regulatory challenges with customer-centric strategies

What’s next for BaaS: Navigating regulatory challenges with customer-centric strategies

Robust compliance, partnerships with banks and a customer-first approach should be integral to a successful BaaS strategy, writes James Simcox of Equals Money.

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A risk-based approach to adopting AI in insurance

A risk-based approach to adopting AI in insurance

AI-powered recommendation engines and computer vision technologies offer real-time, precise analytics and generative AI further extends these capabilities by facilitating the creation of new content and designs with ease. But is it all just a hype? Tiffine Wang, an investment partner at MS&AD Ventures, dives into this question.

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The case for crypto in IRA accounts

The case for crypto in IRA accounts

Eric Satz, co-founder and CEO of Alto, makes an argument for crypto as a retirement savings vehicle.

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BNPL shines a light on the credit data reporting problem

BNPL shines a light on the credit data reporting problem

Christian Widhalm, CEO of Bloom Credit, argues the consumer credit reporting system is in need of a makeover as consumers increasingly use alternative lending products.

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How AI can outsmart financial criminals

How AI can outsmart financial criminals

Vall Herard, the CEO of Saifr, shares how augmenting human expertise with machine precision allows advanced AI to dramatically boost the efficacy, efficiency, and scale of AML and KYC solutions.

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How to make a BaaS program work

How to make a BaaS program work

Steve Mattus, chief investment officer at SigFig, shares best practices on how to build a scalable BaaS program.

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Is the era of fairer AI finally here?

Is the era of fairer AI finally here?

The intersection of artificial intelligence (AI) and financial services is a hot topic, but raises questions about ethics. Vikas Raj and Alex Lazarow dive into the fairness, ethics, and the regulation of using AI in the provision of core financial services.

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What to Expect at Boston Fintech Week 2024

What to Expect at Boston Fintech Week 2024

Sarah Biller dives into what we can expect from this year's Boston Fintech Week.

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Disrupting the traditional payday

Disrupting the traditional payday

Gabriel Grisham, Senior VP at PayQuicker, dives into how new instant payment technology is disrupting the payment ecosystem.

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Fintech's small business opportunity

Fintech's small business opportunity

Many small business owners face economic pressures. Can fintech firms help ease this burden? Renata Caine, general manager of banking-as-a-service at Green Dot Bank, looks at three ways they can make a difference.

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Taking data breaches personally

Taking data breaches personally

Jim Van Dyke, Principal of innovation at TransUnion, dives into why financial institutions are uniquely suited to help consumers better respond to the risks posed by data breaches and subsequent cybercrimes that occur in their wake and how AI can help institutions fend off threats.


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Five AI use cases for banks

Five AI use cases for banks

Carey Ransom, President of Operate and the Managing Director of BankTech Ventures, shares his opinion on some key use cases banks should consider to mitigate risk as they experiment with AI.

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