GreenLine Consultants partner, Lisa Smith in conversation with Rachael Macaulay, Head of Servicing at a New York based bank, where she led the team that successfully transitioned servicing operations to one of the largest home loan servicers in the country.

Hilda Wong-Doo, sits down with Susan Goldie, Senior Vice President of Consulting Services at Norima Consulting, for an insightful discussion on business, leadership and career paths.

Undoubtedly, AI is changing how we do everything, from how we work to how we play and live. The shiny new thing—AI—mustn’t distract you from your organization’s mission, goals, and clients. It’s vital to be clear about these because AI is evolving exponentially. To keep pace, today’s organizations will need to integrate IT/AI strategies frequently to ensure continued alignment with business and client aspirations.

Partners Mark Guglielmo and Hilda Wong-Doo shared  that the key to building customer trust is the integration of the digital experience, human interaction, and AI. 

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Success! What now?

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Your Wealth Management practice is thriving.  Your holistic, fiduciary approach has resulted in more clients and assets than you had ever planned for.  So, what now?  How do you position your firm to best meet the future needs of your clients and your practice? 

Page Clark, sits down with Margaret J. Hartigan, Chief Executive Officer and Founder of Marstone, Inc., for an insightful discussion on business, leadership superpowers and her journey as a founder.

Magdalena Pandiloska is the Chief Marketing Officer at iCapital where she leads global marketing and communications, including brand, PR, media, advertising, content, digital strategy, events, market intelligence, and marketing operations. She is also a member of the company’s Managing Committee and Operating Committee. Magdalena is truly a woman who is making her mark in business. 

A “skinny” approach to lean 6 Sigma

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Understanding and selecting the right project management approach can make or break a technology implementation. Depending on your depth of experience, you may have encountered any number of disciplines over your career with potentially varied success. No doubt you have experienced the “Six Sigma” program. What is interesting today is that there are now evolved approaches to the original program that make it more accessible and practical for more situations. To understand how this “Skinny” approach works, it is helpful to take a look at the evolution of Six Sigma. 

Mark Guglielmo, sits down with Amy Webber, Chief Executive Officer and Co-Chairman of the Board at Cambridge Investment Group, for an insightful discussion on business, leadership and career paths.

AI isn't just the latest trend—it's embedded in everything we do. Its potential is clear, but the real challenge lies in leveraging its capabilities while ensuring human oversight and judgment isn’t lost along the way.
 

What is your technology integration strategy?

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The growth of Fintech solutions is both exciting and dizzying at the same time. New technology trends, such as AI, low code/no code, and data sharing to name a few, are enabling new solutions all the time. Each may fill a critical or novel need for advisors and their clients. But, taken as a whole, these individual solutions may introduce new inefficiencies for your wealth management firm.