BetaNXT

In a recent Q&A with Financial Advisor Magazine, Bob Santella, CEO of BetaNXT, shared his vision for the future of wealth management. He described how cutting-edge technologies like AI and blockchain are revolutionizing the industry, enabling wealth enterprises to connect data, deliver hyper-personalized advice, and streamline operations. “Connected wealth is what underpins everything we do,” he noted. Read more about BetaNXT’s mission to power the next generation of frictionless, end-to-end wealth management. https://lnkd.in/eT6Makqz #ConnectedWealth #WealthManagement #Innovation #AI #Blockchain

Tech-forward firms need to find the balance in their daily operations with modernization initiatives. Hear BetaNXT’s Nicole Lynch and fellow panelists discuss this and more during “Transfer of Assets - Balancing Modernization with Client Experience and Day-to-Day Operations” at SIFMA Ops on Tuesday, September 17 at noon. #SIFMAOps #Fintech #ConnectedWealth #ConnectedData

We’re looking forward to SIFMA Ops next week! BetaNXT's CTO Don Henderson will discuss data modernization with Snowflake's Christopher J. Napoli, CFA, and Hakkōda's Anand Pandya. Catch them on the main stage at 11 a.m. (PT) next Tuesday, September 17, and meet the BetaNXT team at booth #205. See you in San Diego! https://hubs.la/Q02PtL3B0 #SIFMAOps #Fintech #ConnectedWealth #ConnectedData

BetaNXT has joined forces with GlobeTax to enhance tax recovery services for financial institutions. This partnership integrates GlobeTax's cross-border tax reclamation capabilities into BetaNXT's comprehensive wealth management platform, providing broker-dealers and financial institutions with efficient tax recovery solutions. This collaboration aims to maximize returns on dividend and interest income while reducing administrative burdens and processing times. Read the full release here https://hubs.la/Q02PjT8X0. #ConnectedWealth #TaxRecovery #WealthManagement #Innovation

“Follow the data,” according to BetaNXT executive chairman Stephen C. Daffron. He shared some advice to rising stars in the industry in the latest installment of the “Change Agents” series by Connect Money. Don't get distracted by the latest trends or tools, but always keep the ultimate objective in mind: does your solution provide the right answers, at the right time, to the right people? Read more of Steve’s thoughts here: https://hubs.la/Q02MBjnN0 #ConnectedWealth #DataQuality #Governance #ClientExperience #WealthManagement

Data modernization isn't just the latest trend, it's a critical and competitive element of success for wealth enterprises. Hear what BetaNXT's CTO Don Henderson and Snowflake's Head of Wealth and Asset Management, Chris Napoli, have to say about it when they chat at SIFMA Ops on Tuesday, September 17. Visit BetaNXT at Booth #205 to learn about our innovative solutions. https://hubs.la/Q02MB6dZ0 #SIFMAOps #Fintech #ConnectedWealth #ConnectedData

In the latest from the “Change Agents” series by Connect Money, BetaNXT’s executive chairman Stephen C. Daffron highlighted the transformative impact of AI on the wealth management industry. "Artificial intelligence (AI) gets most of the headlines these days—as it should,” he noted. He discussed how the landscape is evolving rapidly to keep up with client demand for better products, faster and more accurate reporting, and tailored advice. “Such hyper-personalization becomes economically feasible only with the level of detail and near real-time responses that AI can provide," he said. Read his views on AI and more here: https://hubs.la/Q02MlRtZ0

We're pleased to announce that Don Henderson, Chief Technology Officer at BetaNXT, will speak on the main stage at SIFMA Ops in September. He'll be joined by Chris Napoli, head of wealth and asset management at Snowflake for an engaging session on the future of connected data. Hope to see you in San Diego! https://hubs.la/Q02M9SM90 #SIFMAOps #Fintech #ConnectedWealth #ConnectedData

SIFMA Ops is the premier event for operations and technology leaders from across the financial industry. We’re excited to be a part of it as a Presidential Sponsor – and we’re looking forward to meeting clients, colleagues, and friends in San Diego. Hope to see you there! https://hubs.la/Q02LYb9q0 #SIFMAOps #Fintech #ConnectedWealth #ConnectedData

In an article for WealthManagement.com’s Midyear Outlook, BetaNXT CEO Bob Santella describes how clients are demanding more from their wealth management advisors – including accurate reporting and personalized advice. “Connected Wealth is the answer to these demands,” he notes. “By utilizing Connected Data, advisors can provide their clients with real-time information and personalized advice.” Read more here https://lnkd.in/gDTx6F6D and connect with us to find out how BetaNXT can help. #ConnectedWealth #ConnectedData #WealthManagement #MarketOutlook