Financial Services 5 financial services tech trends to keep an eye on in 2020 What trends should you keep your eye on in 2020? We have a few thoughts.
Financial Services Overcoming siloed software solutions in wealth management High-net-worth individuals use three or more digital devices daily; most expect you to offer the convenience of online and mobile banking.
Financial Services Why customers control your digital lending transformation – and what you can do about it The amount of paperwork required to apply for a mortgage can become enough of a frustration that some consumers will back out of the process altogether.
Financial Services Is your institution digital-ready? While there is a critical need to modernize, choosing a holistic solution eases the transition at an achievable rate.
Financial Services Connecting people by connecting systems The right digital optimization plan can save time and money, reduce staff training, save on vendor due diligence and enhance the customer experience.
Financial Services Technology at T3: Integrated client needs and customer experience Technology, including AI, is meant to build an environment in which the human element can better thrive professionally.
Financial Services 4 MBA Annual19 conversation starters If you’re looking for a few conversation starters during MBA Tech, we have some ideas.
Financial Services 4 steps to creating successful reports Reporting can be a daunting task. Before jumping in and creating a report, here are four steps to follow to ensure success.