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Monday links: changed communication

Abnormal Returns

on.ft.com) Big banks are going to struggle making up the revenue lost to private lenders. (msn.com) Silk Road Bitcoin are in motion. coindesk.com) Crypto is a 24/7/365 enterprise. howardlindzon.com) Private credit The private credit industry how has its own data companies. bloomberg.com) Finance Why ServiceTitan has to go public.

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Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan

The Big Picture

The transcript from this weeks, MiB: Melissa Smith, co-Head of Commercial Banking at JPMorgan , is below. Melissa Smith is co-head of commercial banking for JP Morgan. Previously she was co-head of the bank’s Innovation Economy Group. And just to define that middle market sort of means in, in the commercial banking, right?

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Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

Nerd's Eye View

FINNY AI, an AI-powered prospecting tool, has raised $4.2

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Adviser links: our greatest value

Abnormal Returns

wealthmanagement.com) Bank of New York Mellon Corp. ($BK) advisorperspectives.com) A lot of communication is non-verbal. (latticework.com) Ben Carlson and Michael Batnick discuss how to break into the wealth management business. podcasts.thecompoundnews.com) iCapital iCapital just raised another $820 million at a $7.5

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Recognizing and Avoiding Emerging Fraud Tactics: What You Should Know

Tobias Financial

The fraudster convinces the recipient to allow remote access to their computer, then poses as a bank employee and fabricates false threats (such as fraudulent charges or identity theft). Communicate openly. Be skeptical of unexpected requests for money, account access, or secrecy. Verify identities independently.

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Treasurys vs. Treasuries — Which is the right spelling?

Investment Writing

Follow this advice, no matter what you decide It’s important to use your words consistently in your corporate communications. My thanks go to David Glen for raising this question when he was a senior vice president at Boston Private Bank. Refer to Treasury bonds, Treasury notes, and so on. It’s bit wordy, but correct.

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This Unicorn Startup Launched India’s first UPI-Powered Bank Branch in Bengaluru

Trade Brains

Synopsis- The Bengaluru-based fintech startup Slice has launched its first-ever UPI-powered digital branch, modernizing the banking sector. This move sets the beginning of a significant revolution in the banking services industry in India. Paperless Ecosystem: As said before, Slice has most of its services paperless. Why Bengaluru?