How can a new generation of wealth management advisors enhance their offerings with advanced technology? Hear wealth management experts Alex Baghdjian, April Rudin and Bill Sullivan discuss cognitive technology for financial advisors that can automate mundane tasks and help them deliver enhanced
Historically, Master Data Management (MDM) projects have focused on creating a single view of the truth that can be consumed by business processes. Learn more about how the evolving need to utilize MDM serves as catalyst for a new solution extension offering a managed data preparation and data
Companies that compete in the modern business environment increasingly look to sophisticated analytics and cognitive capabilities to help them gain a deep understanding of what matters to their clients. By knowing their customers well, organizations can provide targeted, personalized service that
In this episode of the Finance in Focus podcast, listen as wealth management experts Marc Andrews and April Rudin discuss ways that financial institutions can use cognitive computing to find solid ground in shifting regulatory terrain.
Extraordinary costs of misconduct can be a daunting challenge for financial services institutions. In a recent episode of Finance in Focus, hear wealth management experts Marc Andrews and April Rudin discuss a cognitive and holistic solution for monitoring complex trading scenarios. Learn how it
A holistic and dynamic surveillance system that looks across the trading activity, specific actions and communications of the trader goes beyond traditional, rules-based surveillance systems. See how IBM Surveillance Insight for Financial Services provides a cognitive system that takes surveillance
Customers’ desires have changed dramatically through the years. Most notably, modern consumers expect organizations to know them—and, what’s more, to anticipate their needs. In such an environment, traditional approaches to customer segmentation are giving way to new methods of engaging with
This industry customer panel was recorded live on Wall Street at the IBM Forum for Financial Services in New York City on 20 September 2016. It includes comments on the business benefits of IBM Customer Insight Solutions from Pershing, Southern Farm Bureau, USAA and US Bank. IBM Customer Insight
A demonstration of the IBM Customer Insight solutions for banking, wealth management and insurance was recorded live on Wall Street at the IBM Forum for Financial Services in New York City on 20 September 2016. IBM Customer Insight solutions are based on industry-specific models and can effectively
IBM Watson and financial services go hand in hand at IBM Insight at World of Watson 2016. Tune into this podcast to hear Jim Gahagan, Kim Minor and Susan Visser discuss the banking, insurance and wealth management sessions available at IBM Insight at World of Watson 2016 that serve as your guides
IBM is out to transform how financial services organizations market, sell to and service their clients. IBM Watson, which has been transforming the healthcare industry, is now setting its sights on Wall Street. Tune in to hear Jim Marous describe the changing dynamics of the market as he outlines
How does blockchain and cognitive computing affect fraud? Listen to the latest Finance in Focus podcast featuring Alex Tapscott, a blockchain expert and coauthor of a best selling book on the topic, who discusses how these technologies have the potential to eliminate fraud.
As they compete in the modern business environment, companies are increasingly looking to sophisticated analytics and cognitive capabilities to help them gain an deep understanding of what matters to their clients. By knowing their customers well, organizations can provide targeted, personalized
A new regulation is coming to the US on 10 April 2017, and it will affect wealth management advisors and investors alike. This regulation means that investment recommendations need to be in the clients' best interest rather than simply being suitable for them.
Mandatory fiduciary rule compliance looms, and yet wealth management firms are confronting a dearth of technology options to aid compliance. Hear what experts on this subject have to say about the critical need for surveillance technology to adequately monitor wealth management firm compliance.