Key Metrics for Account Management in Fintech

FTB News Desk May 16, 2025
Explore essential KPIs for account management in fintech and finance. Learn how to boost retention, drive growth, and enhance client success with data-driven strategies.

Wealth Transfer to Women: Opportunities and Challenges for Advisors

Jennifer Valdez May 14, 2025
Wealth transfer to women is reshaping financial advice. Advisors must evolve with tech, empathy, and tailored strategies to stay relevant.

Are Fintech Platforms Safer Than Banks? What You Need to Know

FTB News Desk May 9, 2025
Fintech vs banks: Who’s winning the security race? A strategic dive into trust, risk, and innovation in financial services.

How Generative AI is Shaping the Future of Enterprise Innovation

Roman Chernin May 7, 2025
Generative AI is shaping enterprise innovation through autonomous agents, verticalized workflows, and multi-model strategies—unlocking new automation and competitive advantage.
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