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
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
Generational change is transforming the wealth management industry, which will aid the transfer of more than $30 trillion during the next few decades. But in a world in which as many as 66 percent of heirs dismiss their parents’ financial advisors, those who work in the wealth management industry
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?
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
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.