According to real estate data firm Co-Star, over 90 million square feet of retail space is slated to close this year, leading observers to point to an obvious truth: empathy matters in customer service.
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
The spreadsheet is arguably the most popular business tool ever invented, but it’s not well suited to large-scale, collaborative planning, budgeting and forecasting. Business needs to go beyond spreadsheets to planning analytics solutions that enable data-driven decision making. Take a look at key
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
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?
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
The corner punch represents a time when CFOs depended on manual technology to do their jobs; today, they have automated, advanced analytics that deliver greater insight and collaboration than ever before. See how far financial planning, budgeting and forecasting have come even since spreadsheets
Join more than a thousand finance professionals at a complimentary virtual conference. This forum will let you take advantage of peer networking and give you an advanced look at the latest performance management analytics and solutions.
Discover the five steps on the road to financial planning and analysis (FP&A) enlightenment. Learn financial performance management best practices such as strategies for leveraging historical data and the importance of understanding key risk factors. Follow the FP&A path and explore how to
IBM Cognos TM1 on Cloud provides CSOB Insurance with agility unprecedented in the organization, enabling the company to quickly align business priorities with new corporate directives. Business users at CSOB Insurance, who no longer need to wait for IT support, can create plans and model potential
Over the last half-century, perception of the strategic planning process has shifted from corporate panacea to organizational albatross. However, expect a renaissance in strategic planning thanks to new technologies that emphasize three major advantages of having insightful and actionable plans.
How do you decide what offer to present to a client, let alone when? Use Behavior Based Client Insight for Wealth Management to generate advanced customer segmentation based on a client’s behavioral profile. You never need to market in the dark again.
CFOs, business leaders, and line-of-business managers can enhance their budgeting decisions with solid, insightful forecasting. Learn from the leading experts in this area to understand the clear path toward making organizations future ready.