Tag: Financial Services
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Re-envisioning the insurance industry with the use of intelligent tech
Data is the driving force behind recent innovations in many industries, insurance being one of them. The innovation that we’re seeing currently—and will continue to observe in the years to come—is being driven by data and the tools that will enable data to be stored, collated, analyzed, and utilized.
Four disruptive strategies for leading in finance
Chief financial officers (CFOs) and other finance leaders have an incredible opportunity to create value for their organizations. As workforces across industries pivot to adopt hybrid environments, finance plays an important role in defining how organizations build resilience in the face of significant challenges and uncertainty.
How fund companies can stay in compliance with SEC Rule 18f-4
What does it take for fund companies to stay in compliance within a shifting risk management landscape? Risk management has entered uncharted territory. Amid global disruptions caused by COVID-19, it’s essential for financial services institutions to review model strategies.
The next wave of AI innovation in financial services
The rapid pace of innovation in artificial intelligence has led us to the next stage of AI development, which we call “industry verticalization”: designing AI products to meet the needs of specific industries.
How financial advisors can build better client relationships on social media
Financial advisors know all about the value of developing relationships with prospects and clients. Whether you’re providing banking services, investment vehicles, or insurance products, you know that the number one way to get business is through personal connections and referrals. You rely on word of mouth and warm introductions to help you win people’s trust.
Contact centers: Intelligent bots can increase average handle time
All things being equal, reducing average handle time (AHT) in contact centers is a good thing. Any content center manager will tell you how critical this metric is. It is easy to understand why that is the case.
Personalized customer experiences courtesy of the cloud
Major brands have quickly learned that consumers drive today’s business environment and that yesterday’s efforts to create a customer-centric operating model are out of date. Consumers have also evolved to want more, so product and service personalization has now taken center stage.
Learnings from GreenBiz 21: Just How Big is the ESG Data Challenge?
At this year’s GreenBiz 21 conference, the drive to act to address climate change and social equity challenges was palpable. Bill Gates highlighted the ambitious goals for Breakthrough Energy, followed by a thoughtful discussion about human rights and social justice with Sanda Ojiambo, CEO of the United Nations Global Impact.
Delivering differentiated client experiences in asset and wealth management
The asset and wealth management industry continues to experience a lot of consolidation with deals such as Morgan Stanley/E*Trade/Eaton Vance, Schwab/TD Ameritrade, and Franklin Templeton/Legg Mason. Scale is becoming an important competitive advantage in this winner-takes-all environment.
Better together: Technology partnerships open the doors to open banking
Customers are increasingly approaching banking with a digital-first mindset: they expect to be able to perform a range of financial activities from any device. Digital disruptors in the financial services space are offering these services, creating new competition for banks.