Analytics

With today’s generation of home buyers so rooted in a digital world, how will the financial services industry need to change to meet their needs? What new consumer technology will they need to adopt to meet consumers where they are? How will those approaches differ from how things have been done historically in the industry? Join us in a discussion with Blend’s Founder, Nima Ghamsari as we chat through how banks and financial institutions need to think through these questions.

Join Janet King, Arizent VP of Research and Brian Elkins, Senior Director of Strategy at Monigle for a discussion of a new, prescriptive framework that helps banks and other financial institutions identify why customers choose to bank with one financial institution over another. Developed in conjunction with creative experience agency Monigle, the Humanizing Customer Experience research from American Banker draws on more than 5,000 customer responses to show what matters most in customer experience and ranks which financial institutions do it best. Join this discussion to learn more about how you can optimize your bank's approach to CX to improve customer satisfaction and earn higher net promoter scores.

How technology is enabling new types of payment transmission and what this means for banking.

In the future, advisors will be able to support their clients by offering more personalized guidance as well as insights on what "people like you" are doing, writes Bill Parsons.

Necessity, and a connection to holistic advice, has been the mother of new revenue streams, new clients and new offerings.

Fee pressure and improvements in data and analytics are among the leading issues the industry faces today, executives say.

A new research company from the rock frontman and TPG Investments will gauge the effectiveness of sustainable investments.

It's unclear how automated investment platforms will perform during a major market downturn and what that could mean for advisors' bottom lines.

It is not uncommon for asset managers to view these three functions as separate and distinct units with entirely different missions and goals.

The firm remains in transformational flux, but the results of its "Project E" evolution are beginning to show.

Analytics for retirement readiness

The largest IBD network is integrating data analytics into its recruiting and client leads after embarking on other major changes in recent months.

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.

Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.

Let technology help your practice increase customer retention and find better prospects.

Even though the rule has been delayed, the issues raised by it still need to be addressed by advisers, according to industry insiders.

Salesforce is the latest to offer advisers data-driven insights into clients.

The two major technology enhancements are set to benefit RIAs, says our tech columnist.