Tag: Financial Services
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Improving the customer experience with empowered RIAs
Even before our current season, wealth management firms have relied more and more on the flexibility, localized knowledge, and self-motivated efforts of registered investment advisors (RIAs). These independent financial professionals bring a unique book of clients to larger houses in exchange for better marketing assets, technological capabilities, and even trade execution.
Microsoft shares perspectives on driving insight in insurance
Leading insurers gather at Insurance AI and Innovative Virtual Tech Event The insurance industry continues to evolve at a breakneck pace. What were once long-term development strategies have become more immediate action plans as carriers bring new digital solutions to more demanding policyholders. Insurers who need to stay competitive are seeking out thought leadership and technical innovation to help them keep pace with a change-driven market.Customer intimacy at a distance
Dr. Marie Hartwell-Walker defined intimacy as follows: “Intimacy means deeply knowing another person and feeling deeply known.”1 We may not be able to precisely define intimacy, but it’s a feeling we know when we experience it. With the backdrop of human intimacy, what is customer intimacy?
Business resiliency and elastic infrastructure in financial institutions
Business resiliency and elastic infrastructure in FIs The impact of the COVID-19 pandemic will continue to be felt by financial institutions (FIs) around the world. Operational challenges resulting from increased demand for certain services, social distancing and remote work are pushing resiliency plans to their limits.
Innovating in a period of uncertainty
As an on-going celebration of growth, innovation, and acceleration across the finance industry, this year’s Money Management Institute Summit focused on The Value-Add Imperative — how financial service providers can go beyond their traditional services to positively impact the lives of their customers.
Measuring your way to failure: Thinking beyond your model metrics before deployment
Companies across the Financial Sector are using AI and Machine Learning to model customer behaviors, avoid risk, and streamline critical business processes. Consequently, building and testing Machine Learning models has become an important discipline for many financial institutions.
Maintaining performance and productivity with Power Platform
Whether they’re self-selected, HR mandated, passed on by old leadership or insisted on by the CIO, the tools we use every day shape our productivity.
Banking on AI: How the banking industry is adopting tech to take on the future
David Koscheski | Director of Industry, Banking Ten years ago, it would have been tough to imagine today’s banking landscape. With rapidly evolving technological innovations and changing customer expectations, competition from fintech, Big Tech, and smaller, niche institutions has turned up the heat on the industry as a whole.Call Center Virtualization – 5 Critical Guidelines Insurance Execs May Miss
Many insurers are realizing a need for transitioning their call centers to operate under remote work models. The technological challenges associated with this type of undertaking are compounded by the need to drive those workloads under compressed timelines.
Securing AI and ML projects: Data and cyber risk management
As Artificial Intelligence and Machine Learning continue to cement themselves as foundational resources for growth and transformation across the financial services industry, organizations must account for the added influx of data flooding into their enterprises.