Step into the Future with Cool Conversations Our latest webpage is live, featuring thought-provoking dialogues that inspire and challenge the status quo in WealthTech. ? AI/ML for Portfolio Managers ? WealthTech Integrations ? Data Warehousing Let’s chat about how you are facilitating better client conversations and experiences. Join the conversation now! #WealthTech #Innovation #Inspiration #CoolConversations
Softlab360 - Engineering Ideas Since 2000
IT 服务与咨询
New York，NY 588 位关注者
Softlab360 is a software engineering company that delivers end-to-end solutions and deep domain expertise.
关于我们
Henry Zelikovsky founded Softlab360 (formerly Starpoint Solutions Engineering) in 2000 as the Chief Technology Officer. We are passionate about bringing good things to life — your ideas, your vision, our industry insights, our tech solutions. That’s why the Softlab360 tagline is “engineering ideas since 2000.” Henry has an extensive background in software development and engineering and was a Senior Consultant at Credit Suisse in the 90’s. He was also an analyst and software developer at BNY/Mellon, Merrill Lynch and Credit Suisse for more than a decade before founding his first company, SmartLink. While he lives in New York, most of the Softlab360 project engineering teams are located in Europe. Most of the executive team is located in the US. Softlab360 continues assisting to transform organizations through the innovative and creative use of technology, accelerating product development in a combination of advisory and engineering solutions, keeping a 360-degree view on customer business needs and goals.
- 网站
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https://www.softlab360.com
Softlab360 - Engineering Ideas Since 2000的外部链接
- 所属行业
- IT 服务与咨询
- 规模
- 51-200 人
- 总部
- New York，NY
- 类型
- 私人持股
- 创立
- 2000
- 领域
- Wealth Management、Electronic Payments、Electronic Trading、Risk Management、Application of our Machine-learning Solution和Conversational AI
地点
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主要
获取路线
US，NY，New York
Softlab360 - Engineering Ideas Since 2000员工
动态
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We're excited to share insights from the recent FinTech Roundtable, exploring the impact of AI on wealth management, in our latest blog FinTech Experts Gathered in NYC Weigh in on AI, Cybersecurity, and FinServe Data Use (link in the comments). The roundtable brought together top minds in FinTech to explore cutting-edge trends and technologies shaping the financial landscape. Attendees had the chance to connect with peers, fostering valuable relationships and potential collaborations. Thank you to Rachel Witkowski and Financial Planning for hosting us, to John Mackowiak, Christophe Gauthron, John O'Connell, MBA, Mike Ursitti, and Henry Zelikovsky?for participating, and to Marie Swift for arranging such a gathering. #FinTech #Innovation #Softlab360 #WealthManagement
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?? Exciting News from Softlab360 ?? We are thrilled to introduce our latest website update, dedicated to fostering innovative and thought-provoking discussions in the Wealth Management space. ?? Explore our new Cool Conversations page! Join us as we dive into insightful conversations featuring industry leaders and cutting-edge ideas. We’d like to hear from you: What are your WealthTech challenges? What wins in WealthTech have you had recently? ?? Be part of the conversation. #WealthManagement #ThoughtLeadership #CoolConversations #Softlab360 #JoinTheDiscussion https://lnkd.in/gXFwR4wW
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Our CEO Henry Zelikovsky recently penned this article for WealthManagement.com's Mid Year Outlook - sharing insights from conversations with wealth management firms to discuss the evolving landscape of technology.
Very pleased to have my latest article, "Leading Wealth Management Firms Reveal Tech Stack Goals and Issues," out in the latest https://lnkd.in/e9tXighc?MidYear Outlook. Recent discussions with billion-dollar AUM Registered Investment Advisors (RIAs) have revealed that the demand for more integrated and flexible tech stacks is growing. Wealth management firms like StraightLine, Bogart Wealth and Revolve Wealth Partners are seeking solutions that align with their operational preferences and support future growth. ?? Key Insights: - The importance of interoperability in tech stack integration. - The role of data as a valuable asset across multiple tech platforms. - Challenges and opportunities in achieving seamless integration and enhanced customer experience. Daniel Katz, CFP? of Revolve Wealth Partners is leading a tech stack transformation to create a more flexible customer experience, with similar goals echoed by industry leaders Rob Rickey, CFP? and Mike Duffy I invite you to explore the full article and share your thoughts on the evolving landscape of wealth management technology. Read the full article here:??https://lnkd.in/eDPcGefN #WealthManagement #Fintech #TechInnovation #CustomerExperience #DataIntegration
Wealth Management 2024 Midyear Outlook Page 190
bluetoad.com
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Unlock the potential of your advisory practice with our latest blog post: Unleashing Advisor Insights with the Power of Predictive Analytics Discover how predictive analytics can transform your decision-making process by uncovering hidden patterns and anticipating client needs. Key highlights include: ● Transformative Insights: Enhance your advisory strategies with data-driven decisions. ● Real-World Applications: Explore case studies of successful implementations. ● Future Trends: Stay ahead with insights into the evolving landscape of advisory services. Dive into the full article here: https://lnkd.in/g49WRTBQ #PredictiveAnalytics #AdvisoryInsights #DataDrivenDecisions #SoftLab360
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Thank you Jeff Berman and the Wealth Solutions Report for sharing the key takeaways from last week's webinar. Softlab360's CEO Henry Zelikovsky joined other industry experts to discuss AI in wealth management. Read the full article:
Wealth management firms should already be using AI tools to remain competitive, save time and offer clients more personalization, industry experts said during a webinar in which they also explained how firms could maximize their AI investments by using “Moneyball” principles. Participating in the webinar were Craig Iskowitz, Founder, Ezra Group, LLC; Lee Davidson, Chief Data and Analytics Officer, Morningstar; Sindhu Joseph, CEO, CogniCor Technologies; and Henry Zelikovsky, CEO, Softlab360 - Engineering Ideas Since 2000. Data analytics provided by AI can uncover hidden opportunities in portfolio construction, risk assessment, client segmentation and personalized financial advice, they said. READ MORE: https://lnkd.in/gh9nz-XP #WealthSolutionsReport #WealthManagement #AI #wealthtech
How Wealth Management Firms Can Get The Most AI Bang For Their Bucks?
https://wealthsolutionsreport.com
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Moneyball for AI: How Wealth Management Firms Can Get The Most Bank for Their AI Bucks is coming up tomorrow with CEO Henry Zelikovsky and other industry experts! This insightful webinar introduces “Moneyball” principles to help wealth management firms maximize their investment in artificial intelligence technologies. Learn how data analytics can uncover hidden opportunities in portfolio construction, risk assessment, client segmentation, and personalized financial advice. Discover practical strategies to effectively allocate your AI budget, measure ROI, and scale up successful initiatives across your organization. https://lnkd.in/g32uq_-T
Moneyball for AI Webinar Registration - Ezra Group LLC
https://ezragroup.com
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Thank you citybiz for sharing our upcoming webinar exploring how #moneyball principles help wealth management firms maximize investments in technology. Joining Henry Zelikovsky are industry experts: Dani Fava Craig Iskowitz Lee Davidson, CFA #webinar #wealthmanagement #AI
Henry Zelikovsky of Softlab360 to Speak on AI Use and Best Practices in the Financial Services Industry - https://lnkd.in/gzz74KXB Follow Citybiz on LinkedIn - https://lnkd.in/gStBXi2X Henry Zelikovsky, Craig Iskowitz, Lee Davidson, CFA, Dani Fava, Dori Thomas, Softlab360 - Engineering Ideas Since 2000, Ezra Group, LLC, Morningstar, Carson Group #citybiz #citybiznews #ITServices #ITConsulting #softwareengineering #WealthManagement #ElectronicPayments #ElectronicTrading #RiskManagement #ConversationalAI #softwaredeveloper #financialsoftware #fintech #WealthTech #webinar #financialwebinar?
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Excited to share Softlab360 CEO Henry Zelikovsky will be joining some of the industries leading wealthtech experts for this upcoming webinar "Moneyball for AI: How Wealth Management Firms Can Get The Most Bang for Their AI Bucks" Craig Iskowitz Dani Fava Lee Davidson, CFA Topic:?How AI can transform wealth management Date:?Tuesday, July 23, 2024 Time:?2:00 p.m. ? Key topics covered in this webinar include: ? Exploring how “Moneyball” principles help firms maximize investments in technology ? Utilizing data analytics to uncover hidden opportunities in portfolio construction, risk assessment, client segmentation, and personalized financial advice ? Discovering practical strategies to effectively allocate budgets, measure ROI, and scale up successful initiatives Read all about it here: https://lnkd.in/gHVEBc5C
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Our quarterly newsletter shares the two insightful articles by CEO Henry Zelikovsky and Ezra Group, LLC's Craig Iskowitz, plus our new introductory video, latest blogs, and other news. We hope you enjoy!
Softlab360 Quarterly Newsletter
Softlab360 - Engineering Ideas Since 2000，发布于领英