Industry Insight

The rate of speed of financial technology development and its deepening applications continues to accelerate through a unique alchemy of

Intelligent Document Processing (IDP) combines advanced technologies—including Artificial Intelligence (AI), Optical Character Recognition (OCR), Intelligent Character Recognition (ICR), and Natural

The accelerated advancements and adoption of Artificial Intelligence (AI) and Large Language Models (LLMs) are reshaping entire industries and enterprise

Financial advisors spend countless hours trying to differentiate themselves in a crowded market—where performance and returns often dominate the conversation.

Every organization—regardless of size, scale, geography, or even industry—must adopt an AI strategy or risk falling behind. Organizations approaching the

Client Relationship Model Phase 2, known as CRM2, is a regulatory framework put in place to improve transparency for Canadian

The role of the modern financial advisor as we know it is evolving–and for the better. McKinsey & Company analysts

$84 trillion in assets… That’s how much wealth will be transferred from one generation to the next by 2045 according

Understanding The Great Wealth Transfer The Great Wealth Transfer refers to the intergenerational transfer of wealth and financial assets that