Data Analytics

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.

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.

Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.

Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.

It's no exaggeration to say rock-bottom fees are an existential threat to many asset managers. However, technology could still save the day.

The Phillips Curve is in doubt, the bond market is distorted and a tweet can shift the trajectory of global markets in a matter of seconds.

AdvisoryWorld will operate as an independent subsidiary under the No. 1 IBD while adding new offerings for its 30,000 advisor and institutional clients.

Charles Schwab's new chief of advisor technology says custodians are overlooking these basics. Also, what's needed to make big data work.