As the CTO of a SaaS enterprise that works with global insurance companies, I know that most of them are undergoing tech transformations to various extents. The case for a technology rehaul is strong: ...

Building a robust and efficient tech stack, the collection of software tools and applications a company uses to manage its operations, is a critical task for any business. When well-constructed, a ...

Building an effective RIA tech stack isn’t about collecting the newest software. It’s about picking the right tools that work together to streamline workflows, so your firm can focus on client service ...

This doesn’t necessarily mean that the tools you’re using are worthless. Maximizing your tech for the future can go a long way in enhancing future results. But if you’re unwilling to go on the offense ...