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?
Computer matching services are beginning to replace word-of-mouth as the main driver of new client acquisition for financial advisors. Advanced analytics can help wealth management industry executives make sure they're the best matchmakers for their team.
The wealth management industry is lagging behind in terms of technology adoption. What does the future of the wealth management industry look like? April Rudin of The Rudin Group and Steve Dunlap of Stratym Strategic Consulting discuss industry trends and how financial advisors can take advantage
Digital disruption is your new best friend. IBM Insight 2015 attendees learned why they should embrace transformational technologies during the conference’s day three general session. Discover how to make your mark in your industry from the top stories and use cases for key technologies such as the
The opening session of IBM Insight 2015 electrified attendees with the story of how IBM Watson is transforming businesses in sectors ranging from healthcare to transportation. By bringing cognitive computing to the insight economy, IBM Watson is helping organizations seize the analytics advantage.
Satisfying the high expectations of customers in banking and clients in wealth management means organizations need to adopt technologies that make them highly efficient, data driven and customer-centric. Learn more at IBM Insight 2015, or sign up for IBMGO to see live streams of highly essential
By banishing “bankers’ hours,” mobile technology has transformed the banking industry. Learn how one New Zealand bank is using digital tools, real-time data and a reimagined strategy to strengthen customer relationships.
As a financial advisor, you probably hear your clients, but do you really listen to them? When you develop a superior listening ability, success follows. Fortunately, analytics offers a new and better way to listen to your clients, resulting in unprecedented insight based on data from client
Upcoming changes to the lease accounting standard are expected to compel organizations to record recent and existing leases on balance sheets, which have traditionally been off balance sheet. Find out the latest word on the street about these changes, and how they are expected to impact
Identifying and preventing fraud is a daunting task for anyone. But what happens when the criminals seem to be getting smarter every day? Learn what Annie Analytics recommends for those in search of some peace of mind.