Podcast Episodes
Back to SearchEp. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify
The post Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify appeared first on and was written …
2 months, 1 week ago
Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management
The post Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management appeared first on and was written by Elana Iskowit…
2 months, 2 weeks ago
Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion
The post Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion appeared first on and was written by Craig Iskow…
2 months, 3 weeks ago
Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel
The post Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel appeared firs…
3 months ago
Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning
The post Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning appeared first on …
3 months, 1 week ago
Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies
The post Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies appeared first on and was written by Elana Isk…
3 months, 2 weeks ago
Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet
The post Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet appeared first on an…
3 months, 4 weeks ago
Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies
The post Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies appeare…
4 months ago
Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily
The post Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily appeared…
4 months, 1 week ago
Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology
The post Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology appeared first on and was written by…
4 months, 2 weeks ago