Every other week for more than six months, we've been bringing you Show Me Your Stack, a series in which financial professionals tell us about the tools they rely on — as well as those they've ...

Choose the right tools for your financial advisor tech stack Benefits of a strong financial advisor tech stack How to build an effective financial advisor tech stack Building an effective financial ...

Barbara Puszkiewicz-Cimino is a digital marketing and MarTech strategist with a passion for leveraging technology to drive business growth. Let’s face it: Marketing in today’s world, the one that ...

The financial services industry is undergoing a dramatic transformation, compelling financial advisors to rethink how they manage client relationships, integrate technology, and deliver value. At the ...

CEO and co-founder of Moderne, creator of OpenRewrite, helping developers secure and evolve large codebases to drive business value. The world is moving faster than enterprise technology can respond.

In 2026, the image of a reseller as a casual weekend hobbyist is rapidly being replaced by that of a data-driven entrepreneur. What was once a simple matter of "buy low, sell high" has evolved into a ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...

When Ocado Retail formed seven years ago as a joint venture between Marks and Spencer (M&S) and Ocado Group, the new business had to develop a whole tech stack from scratch as it split off from its ...

As your business grows, the demands on your finance function become more complex. What once worked no longer meets the needs of strategic decision-making or regulatory compliance. Today's chief ...

Your sales organization is spending an average of $1,200 per rep annually on sales tools, yet 67% of purchased features go unused. According to Gartner, IT spending is growing 9.3% in 2025, but most C ...

The ice cream giant tapped Microsoft, SAP and others to lay the groundwork for its departure from Unilever’s IT systems.