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Digital Transformation

 

Digital Transformation

What do wealth management and baseball have in common?

More than 20 years ago, Oakland Athletics general manager Billy Beane famously applied “sabermetrics”, or baseball-specific statistical analysis, to his player evaluation and decision-making process. […]

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Digital Transformation

7 Benefits of Wealth Management Professionals Going Mobile

Mobile technology has improved productivity and efficiency for knowledge workers everywhere. Beyond photo sharing and social communication apps, many industries benefit by having industry- and […]

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Digital Transformation

What Are the Benefits of Cloud-Based Wealth Management?

Thanks to broadband Internet, ubiquitous wifi, and cloud computing, we’ve moved past the need for individual applications on individual computers, each installing new programs from […]

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Digital Transformation

Can the Trust Industry Avoid Becoming the Next ‘Blockbuster’?

Do you remember Blockbuster when Netflix disrupted the video rental industry? Over a 3-to-5-year period, customers and the market changed right in front of their […]

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Digital Transformation, Financial Technology

A Beginner’s Guide to Trust or IRA Data Conversions

If you’re reading this article, it’s probably because your financial institution has adopted a new accounting platform for your trust or IRA — and you’re […]

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Digital Transformation

3 Keys for Leveraging Digital Transformation in Organizational Strategy

I had the honor of participating recently in an industry panel discussion intended to help wealth management firms think about the role digital transformation and […]

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Accutech Systems®

115 S. Walnut St.
Muncie, IN 47305

(765) 722-3000

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