Top Ten Blogs of 2019 Top Ten Blogs of 2019


Top Ten of 2019

As we start the New Year in 2020, we invite you to take a look back at our most popular blogs posts from 2019. Check back often as we will be regularly posting new blogs in 2020 and adding more information on industry trends, AgilLink developments and what we are up to at Datafaction.

1.       Six Trends that will Impact the Family Wealth Industry in 2019

The beginning of the New Year is a great time to reflect back on the year and to look ahead at what the future might hold. If 2020 is anything like 2019 we know for certain that the rate of change will continue to increase. With change comes uncertainty, but also opportunity. Read more here about six technology trends that will impact the family wealth industry in 2019 and beyond.

2.       The Future of WealthTech: Part One

What are some of the major changes in the WealthTech industry that are impacting family offices? Click the link to read part one of a three part series exploring the changes in technology that are impacting the market today.

3.       Payment Methods, Workflow and Documentation

Bill Pay seems so simple, but like any other process there is risk and complexity that can impact your business. Click the link to read more.

4.       The Future of WealthTech: Part Two

We hear a lot of about artificial intelligence (AI), blockchain and machine learning. How can family offices use this technology and what should firms be aware of? Find out more as we explore these topics in Part Two in a three part series: The Future of WealthTech.

5.       Technology, Transformation and Value Added Work

In today’s business world, moving your employees from mundane manual repetitive tasks to more value added work can bring a host of benefits to your firm. Read more here on how advanced accounting software such as AgilLink by Datafaction has allowed accountants to eliminate most daily manual accounting tasks.

6.       Are You Serving your Clients Alphabet Soup

All industries have abbreviations, acronyms and slang terms specific to their business. What is important in creating great software is the same in creating a great client experience. It is critical to use plain and descriptive language. Learn more here why it's important.

7.       Test Driven Development

At Datafaction, we have recently implemented the Test Driven Development (TDD) approach for all of our teams. Read more on why this approach has many advantages in the agile software development process.

8.       The Growing Threat of Cyber Security

Cyber security prevention is not a set it and forget it type issue. Firms need to be constantly updating their technology and people all the while testing both. Read more here on reasons why.

9.       The Future of WealthTech: Part Three

With all the technology choices, how should a firm put a plan in place that allows them to meet their needs today and ensure continuous innovation for the future? Find out more in our conclusion of our three part series: The Future of WealthTech.

10.   Three Steps to Takes Before Selecting a Technology Vendor

Purchasing technology and selecting the right vendor can be a confusing and messy process. Do some up front homework can make the process easier and more effective. Click on the link to learn more about choosing the right technology vendor for your business.