Welcome to our best financial services innovation articles and thought leadership discussions that the Institute for Innovation Development (IID) developed throughout 2023. The Institute is both a business innovation platform and a network of financial services innovators dedicated to increasing awareness, understanding, and spurring more usage of important innovations in thinking and next-generation products/services for financial advisors and industry executives.
Our four Pillars of Coverage focus on where “innovation” is most at play in the industry:
1. Financial Technology,
2. Progressive Asset Management,
3. New Art and Science of Client/Community Engagement,
4. Practice/Business Management Mindset and Strategy.
We actively search for and work with key innovative firms and leaders across these four innovation focus areas including interviews with FinTech CEOs, innovative business leaders/consultants, progressive asset managers, as well as, exploring next-generation client and community engagement strategies to uncover leading trends, opportunities and threats within our evolving industry.
Please review and explore our list of top articles below which will also give you an indication of the innovative people, discussions, and topics that we will continue to explore and bring to you in 2024.
Join us for the ride! Cheers!
Uncovering Fintech Companies And Next-Generation Advisor Services:
Immersing Advisors in The Technology of Advice (Asset-Map)
Unpacking Best-Of-Breed AdvisorTech Solutions (FutureVault)
Transforming The Wealth Management Experience (FLX Networks)
Personalized Investing and Tax Management at Scale (Vestmark)
Modernizing Estate Planning for Financial Advisors (WhiteGlove)
Uncovering AI In Financial Services:
The AI Technology Landscape in Financial Services (ForwardLane)
Navigating Private Markets with An AI Assistant (TIFIN)
AI Risk Management Tool for Calling Stock and Market Trends (Trendrating)
The Emergence of Generative AI In Financial Services (ForwardLane)
Uncovering Practice Management/Business Growth Strategies:
Top Advisor Growth Strategies for Building Bigger and Better (Advice2Advisors)
Designing A Business Growth Process for Community Engagement And ROI (White Glove)
Exploring Practice Management in An Age of Change (FLX Networks)
Getting Serious About Customer Experience (Bain & Company)
A Cross-Industry Case Study on The Power of Business Model Innovation (Progressive Dental)
Strategic Partnerships as A Business Model (SmartRIA)
Advisor Compensation--Transparency, Conflicts, Relationships and Future of The Industry (Schultz Financial Group)
Uncovering the Art and Science Behind Marketing and Engagement Strategies:
Strategically Building Credibility Using Content Curation (Uphold)
Expanding Your Mindset and Approach for Financial Marketing (Sondhelm Partners)
Creating Unique Applications for NFTs (HQNFTs.xy)
PechaKucha: Presentations as Engaging Performance Art (Bill Hortz review)
Uncovering Asset Management Trends and Strategic Support for Asset Managers:
2023 State of The Asset Management Industry (Bill Hortz review)
AI Risk Management Tool for Calling Stock and Market Trends (Trendrating)
Applying AI Into Investment Management (Qraft Technologies)
The Complexities and Opportunities of Launching an Interval Fund (Ultimus Fund Solutions)