Data and information management

Firms like J.P. Morgan Chase, Stash and M1 are aiming to serve clients with advice and new tools for all ages and income levels.

An intruder made off with email addresses of about 5 million users, as well as full names for a separate group of about 2 million.

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 firms failed to update their cybersecurity policies immediately after client data was exposed.

The bank says plaintiffs cannot connect instances of identity theft or fraud to incidents at the bank, giving the case no standing.

The San Francisco data aggregator has committed to minimizing how much data it extracts from bank accounts.

The exposed information includes customer names, dates of birth, Social Security numbers and company names.

Wealth management should be aware of these factors and how they impact products and processes.

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

It’s time to revisit your firm’s protocols to ensure they make sense given widespread tech adoption during the pandemic, writes Wes Stillman.

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.