-
The technology that powers ChatGPT can sift through and even synthesize massive amounts of data, though it must overcome doubts over reliability, transparency and regulatory risk before it can be harnessed to conduct useful research.
June 29 -
The argument in favor of a formula long supported by advocates gets weaker in light of new data, according to a report by retirement experts.
November 24 -
Tools such as a “recommendation engine” in the works at Envestnet | Yodlee could soon be giving financial advisors an edge with clients.
November 16 -
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.
-
The Internal Revenue Service is focusing on cryptocurrency tax evasion with virtual currencies like Bitcoin and nonfungible tokens, employing data analytics to uncover transactions that crypto users assumed were hidden.
June 25 -
How technology is enabling new types of payment transmission and what this means for banking.
-
Refinitv’s Workspace will power the wirehouse’s investment research and risk assessment capabilities.
October 23 -
Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.
August 6 -
Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.
December 16