Blog


2018 Year of the ROBO

January, 3 2018 | Michael

2018 Year of the ROBO

Wake up and smell the coffee! The “Uber-ization”use of technical tools for clients of financial services continues to gain traction, as Drew Taylor convincingly describes in “To Robo or Not to Robo Is NOT the Question in 2018,” published in iris. This is not an all-or-nothing decision. No two financial firms are exactly alike, which […]

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Embrace Artificial Intelligence

December, 12 2017 | Michael

Embrace Artificial Intelligence

Artificial intelligence (AI) is seeping into every aspect of modern life. Like other technologies that we have come to take for granted, it is in use on a daily basis all around us. It’s behind Google’s ubiquitous search engine and powers the Google Maps analysis of the speed of traffic to suggest faster routes to […]

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Invessence: Built to be Flexible

December, 5 2017 | Christopher

Invessence: Built to be Flexible

Nestled in Chatham, NJ, a picturesque suburb of New York City, Invessence is a FinTech solutions provider that is reinventing the wealth management landscape by automating the entire investing process into a streamlined online solution. The company has built an impressive group of partners, teaming up with larger financial institutions to deliver a next generation […]

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Fuel Your Company For Hyper-Growth: Invessence (FinTech)

November, 20 2017 | Christopher

Fuel Your Company For Hyper-Growth: Invessence (FinTech)

Join Mary Lou Giustini (Co-Founder) at Women In Growth Stage Tech’s event in Chicago, IL on Nov 13th & 14th. PANEL: The Roller Coaster from Growth Stage to Expansion Stage Mary Lou brings a rich perspective as a leader with extensive experience in the financial services industry. Before co-founding Invessence, she spent 35 years with […]

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