If you’ve worked in the financial industry for any length of time, you know what a transformative effect the digital revolution has had on regional and super-regional banks. Approximately 70% of senior banking executives report that partnering with financial...
If you’ve worked in the financial industry for any length of time, you know what a transformative effect the digital revolution has had on regional and super-regional banks. Approximately 70% of senior banking executives report that partnering with financial...
With more than 23.5 million U.S. households engaging in mobile banking, regional and super-regional banks have no choice but to explore ways that innovative technologies can help them set themselves apart in the digital world. The search for opportunities to elevate...
What’s the most important way for a bank to differentiate its wealth management division today? Once upon a time, the answer might have been its number of investment strategies or more competitive fees. Those are still important factors for a consumer when choosing a...
Most financial advisors can complete a discounted cash flow analysis or rebalance a portfolio with a few clicks, but marketing and growth strategies may be completely foreign. Even if you know what you should be doing, you may have trouble deciding where to focus or...
Have you ever thought of booking a beach holiday and then, the very next day, every Google ad you see advertises a beach vacation? You know you didn’t search beach vacations online and you rack your brain as to how Google knows. Before you know it, you’re booking a...
Learn how to improve client relationships and retention rates by implementing a feedback loop.
Technology is rapidly changing the competitive landscape for financial advisors, from blockchain technologies that improve data distribution to consumer-facing technologies like mobile apps and client portals that enhance the client experience. With the rise of...
Would you turn away a referral from an existing client with over $1 million in investable assets and a long investment time horizon? The answer to that question may seem obvious, but more than three-quarters of financial advisors ignore these valuable referrals. In...
One of the most difficult parts of prospecting is getting all of the information you need from a client in a simple, digital format. At the same time, the rise of robo-advisors has made data aggregation the new standard when it comes to offering clients...
