Understanding the Era of the Digital Financial Life

Understanding the Era of the Digital Financial Life

By Joe Stensland, Chief Commercial Officer, Digital Wealth for Scivantage-Originally Released in BISA Portfolio   A great reckoning with investors will soon confront financial institutions (FIs). Since the mid-1990s, the financial industry has made bold promises...
Sit back and Relax, let us do the work…

Sit back and Relax, let us do the work…

Meet Jane, Jane is a cost basis analyst in the middle of tax season…she arrives at work, sits down at her desk, Starbucks in hand and looks at her computer to find 10,000 breaks that need to be reconciled. UGH and it’s only 9am; just when she thought she was going to...