Four inspirational women in the Financial Services industry met on International Women's Day to discuss how being a woman played a role in their career paths. Listen to this podcast to hear Cheryl Nash, Noreen Beaman, April Rudin, and Sara Stanich discuss why women make the wealth management
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
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
Technology is transforming the financial services industry through advanced analytics, behavior finance, mobile computing, predictive analytics, robo advisors and now cognitive computing. Industry experts were recently asked to answer this question: “What is the most exciting change you anticipate
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
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