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Archives

Author Archive for: "aserman"
Home » Archives for Alex Serman
 Build-Operate-Transfer:  How Tech Start-Ups Can Leverage Outside Experts While Maintaining Control
By Alex Serman
In Blog
Posted May 31, 2023

Build-Operate-Transfer: How Tech Start-Ups Can Leverage Outside Experts While Maintaining Control

Alex Serman( Managing Director, Wealth )Alex Serman, CIPM, has been with First Rate since 2016 in a number of client-facing roles and is responsible for the strategic direction and growth of the [...]

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 Natural Language Generation: Sailing Through Your Data Lakes
By Alex Serman
In Blog
Posted March 23, 2023

Natural Language Generation: Sailing Through Your Data Lakes

Alex Serman( Managing Director, Wealth )Alex Serman, CIPM, has been with First Rate since 2016 in a number of client-facing roles and is responsible for the strategic direction and growth of the [...]

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By Alex Serman
In First Rate Clients
Posted February 7, 2023

Protected: First Rate Wealth Quarterly News Update – Q4 2022

There is no excerpt because this is a protected post.

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 The Transformation to Digitization: A Journey Without a Destination
By Alex Serman
In Blog
Posted November 23, 2022

The Transformation to Digitization: A Journey Without a Destination

Alex Serman( Managing Director, Wealth )Alex Serman, CIPM, has been with First Rate since 2016 in a number of client-facing roles and is responsible for the strategic direction and growth of the [...]

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 Protected: First Rate Wealth Quarterly News Update – Q3 2022
By Alex Serman
In First Rate Clients
Posted November 22, 2022

Protected: First Rate Wealth Quarterly News Update – Q3 2022

There is no excerpt because this is a protected post.

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 Technology with a Heart: How AI and Machine Learning Can Enhance Client Relationships
By Alex Serman
In Blog
Posted September 15, 2022

Technology with a Heart: How AI and Machine Learning Can Enhance Client Relationships

Alex Serman( Managing Director, Wealth )Alex Serman, CIPM, has been with First Rate since 2016 in a number of client-facing roles and is responsible for the strategic direction and growth of the [...]

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 3 Reasons Not to Stress the New SEC Regulations
By Alex Serman
In Blog
Posted August 3, 2022

3 Reasons Not to Stress the New SEC Regulations

Alex Serman( Managing Director, Wealth )Alex Serman, CIPM, has been with First Rate since 2016 in a number of client-facing roles and is responsible for the strategic direction and growth of the [...]

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 Not Your Ordinary WealthTech Provider
By Alex Serman
In Blog
Posted May 12, 2022

Not Your Ordinary WealthTech Provider

Alex Serman( Managing Director, Wealth )Alex Serman, CIPM, has been with First Rate since 2016 in a number of client-facing roles and is responsible for the strategic direction and growth of the [...]

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