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Blog

Home » Blog
 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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 Enhancing Financial Inclusion: How a SaaS KYC Due Diligence Firm Builds Data-Driven Relationships Across Borders
By Marshall Smith
In Blog, Ventures
Posted May 10, 2023

Enhancing Financial Inclusion: How a SaaS KYC Due Diligence Firm Builds Data-Driven Relationships Across Borders

Marshall Smith( EVP, Services )Marshall Smith CIPM, EVP of Services, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect via LinkedIn. [...]

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 From Local to Global: How First Rate Is Changing the Game with Its Mission-Driven Approach
By Marshall Smith
In Blog, Ventures
Posted April 12, 2023

From Local to Global: How First Rate Is Changing the Game with Its Mission-Driven Approach

Marshall Smith( EVP, Services )Marshall Smith CIPM, EVP of Services, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect via LinkedIn. [...]

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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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 3 Ways AI Can Provide Long-Term Value and Help Meet Business Goals
By First Rate
In Blog, Ventures
Posted March 8, 2023

3 Ways AI Can Provide Long-Term Value and Help Meet Business Goals

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

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 QA: Inside the Day & Life of the First Rate Wealth Managing Director
By First Rate
In Blog
Posted January 10, 2023

QA: Inside the Day & Life of the First Rate Wealth Managing Director

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

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 3 Ways Faith-Driven Investing Helps Audacious Entrepreneurs Create Social Impact
By Marshall Smith
In Blog, Ventures
Posted December 14, 2022

3 Ways Faith-Driven Investing Helps Audacious Entrepreneurs Create Social Impact

Marshall Smith( EVP, Services )Marshall Smith CIPM, EVP of Services, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect via LinkedIn. [...]

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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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 4 Ways FinTech Startup Proves Longevity Prioritizing Customer Over Capital
By Marshall Smith
In Blog, Ventures
Posted November 9, 2022

4 Ways FinTech Startup Proves Longevity Prioritizing Customer Over Capital

Marshall Smith( EVP, Services )Marshall Smith CIPM, EVP of Services, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect via LinkedIn. [...]

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 3 Ways First Rate Ventures Helps Cultivate Win-Win Relationships
By Marshall Smith
In Blog, Ventures
Posted October 11, 2022

3 Ways First Rate Ventures Helps Cultivate Win-Win Relationships

Marshall Smith( EVP, Services )Marshall Smith CIPM, EVP of Services, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect via LinkedIn. [...]

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