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.
Unlock the potential in your data to create meaningful client connections with IBM Client Insight for Wealth Management with Watson. Analyze data from many sources with sophisticated, prebuilt industry-designed analytical models, personalize offers to match the changing needs of clients and
Efficiently monitor trading-related activities and complex trading scenarios by using IBM Surveillance Insight for Financial Services, a solution designed to boost your ability to safeguard your company’s reputation. Surveillance Insight’s sophisticated analytics can help you generate proactive
Watch this two-minute demo to learn how you can better understand your clients and better manage their portfolio. Clients want to receive personalized advice and tailored portfolio recommendations. How can wealth management firms leverage data to not only enhance the client experience, but to also
Customer relationships built on loyalty and trust are extremely important for wealth management industry organizations. Advanced data and analytics help financial institutions drive tangible business results based on retaining long-term customers and understanding their behaviors, needs and
Graph database technology powered by open source initiatives is helping fraud detection units catch intruders in the act of breaching data security. Tune in for an enlightening discussion of how modern approaches to analytics are bringing descriptive and predictive analytics together to help stop
Many financial advisors still use archaic methods of segmenting their clients, but a new era of advanced analytics can help advisors and their firms understand their clients better than ever, providing ever more personalized advice as they discover new segments and microsegments in their client
Tune in to this podcast to hear Margaret Hartigan and Lowell Putnam, the respective CEOs of Marstone and Quovo, discuss how their companies’ solutions use account aggregation to give financial investors a holistic view of clients. Moderator Rob Stanich and host Alex Baghdjian will join these CEOs
Financial institutions of all kinds are seeking ways of catering to the influx of millennials who are filling workplaces at record numbers. Tune in as Jon Stein, CEO of Betterment; Priya Malani, cofounder of Stash Wealth; Carolyn Baird, noted author of papers analyzing the millennial phenomenon;
Wealth management firms are beginning to adopt digital technologies to stay competitive in the marketplace and offer their clients a peerless financial planning experience. But what does the future of the industry look like?