How can your mortgage brokerage use SaaS solutions in 2021?

Key quotes:

• "Their goals for 2020 are to hire more engineers and sales/marketing people, expand their SaaS product into the top 10 markets in the US, and reach $1.5M ARR by EOY What they need help with going into 2020: BLDUP is currently in growth mode, so be sure to reach out if interested."
• "What they need help with going into 2020: Be sure to connect with the Host team to learn more."
• "What they need help with going into 2020: The team is in growth mode again, so reach out if you’d like to learn more."
• "Original article in The Buzz from September, 2019 Update: The company launched its first employee wellness pilot focused on improving employee productivity while promoting their immediate and long term health in December, and has two more scheduled to launch in January."
• "What they need help with going into 2020: The company is in growth mode."
• "Original article in The Buzz from November, 2019 Update: The company, which helps rid the body of the painful effects of circadian disruption from jet lag and night shift work, is now an official sponsor of CCB Cycling."

Key quotes:

• "Despite investors widespread use of financial advisors, now it is time for the wealth management firms to pay utmost attention to its impact on future of investment advising and how to leverage technology to stay ahead of the curve."
• "Human advisors can take advantage of Big data and Machine learning technology to provide a better service to clients."
• "Conclusion Wealth management industry benefits by leveraging AI technology to scale financial planning services."
• "While Technology helps financial advisors scale, technology alone is not as powerful in delivering advice as it is when combined with trusted human interactions.Robo advisors low cost and simplicity make it a compelling value proposition, but it does not usually foster the customized experience that investors might expect."
• "This is why many wealth management firms are investing in Robo capabilities combining them with human interaction — a hybrid approach."
• "Podcast on finance focus cognitive technology References: Figure1,Figure 2, Figure 3, Figure 4 : Google search Video1: You tube video on PriceMetrix posted by Cision Creative Section 2: Definitions and statistics on data set from Investopedia and ScienceDirect Section 3: ICI Study- 55 Million US Households Own Mutual Funds Section 4: Statistical numbers from Consulting firm A.T."

Key quotes:

• "· Enterprise Security Operations Management · Cloud Security · Threat Detection and Intelligence · Identity and Access Management · IoT Security One of the most effective approaches to protecting a large organization’s digital assets is establishing a Security Operations Center (SOC), an organizational unit dedicated to handling security issues."
• "This provides immense opportunity for companies building platforms to enable organizations to establish the appropriate compliance practices, data encryption methods, and endpoint security solutions."
• "Cloud security providers have innovated to create a suite of solutions for enterprise customers to choose from, including but not limited to a Cloud Access Service Broker for SaaS applications (Netskope), Software Defined Perimeters (Vidder, acquired by Verizon in November 2018), and browser isolation / remote browsing (WEBGAP, Authentic8)."
• "Companies have been tackling network security issues through threat detection for a number of years."
• "California-based Armis provides an agentless IoT security platform that enables an automatic detection of compromised and unmanaged devices in the network."
• "Moreover, the evolving nature of cyberattacks require a security platform that uses an analysis of known malware and techniques to inform the machine learning models to detect future or unknown threats."

Key quotes:

• "If we look at the different layers of FinTech infrastructure the verticals that we’re predominantly focused on include: · AML / KYC · Banking Core Technology · Custody / Clearing · Data Aggregation · Distribution · Exchanges · Middleware · Payments AML / KYC Move fast & break things doesn’t work in financial services."
• "There is a view that they can be a distribution channel for the long tail of retail investors on a given IPO that has historically been held by some of the lower-middle-market investment banks, as well as the ability to put other banking products (savings accounts, credit cards, loans, etc…) in front of a sizeable amount of users who are experiencing a growth in discretionary and investable income."
• "As we look at FinTech 1.0 the early companies sought to improve these vertical experiences such as Neobanks focused on banking, new-age brokerage firms, retirement accounts, etc… all with the attempt of easing the user on-boarding experience, eliminating friction, and modernizing the rails in which individuals interact with the financial system."
• "These middleware platforms have 3 core client segments including 1) FinTech Firms 2) Incumbent Financial Institutions and 3) Non-Financial Brands (e.g."

Key quotes:

• "Institutional investors can transact via CME futures which continue to trade at new record volumes; and they have also added options which is further institutionalization of the asset class."
• "Starting next year BTC will have a higher “stock to flow” (the current amount fo supply available against the amount mined in a specific year) than gold for the first time ever."
• "If we see continued volatility over the balance of the year and BTC can remain both uncorrelated with a positive return drift it will have passed the “crisis” test in what can only be described as the most profound liquidity crisis the market has seen in decades."