wealth management

April 4, 2018

FINANCIAL SERVICES

Enabling your workforce can dramatically enhance your customer experience.

While I enjoyed the  incredible basketball played this year; what jumped out to me, was how much the NCAA has changed the fan experience. And the lessons we could draw from this and mirror to financial service firms.

October 11, 2016

FINANCIAL SERVICES

Disruption and Opportunity ahead for the Wealth Management Industry and the 3 things you need to know

Live #CiscoChat October 18th – Disruption and Opportunity ahead for the Wealth Management Industry and the 3 things you need to know Keyword: #CiscoChat

September 21, 2016

FINANCIAL SERVICES

Everyone With A Bank Account Is Going To Become An Investor

The Wealth and Asset Management industry is about to undergo unprecedented disruption according to new industry research by Roubini ThoughtLab in partnership with Cisco and 16 prestigious industry firms.  Get your seat belts on! The three main takeaways from this research are: this is the first research piece that combines economists, technologists, providers, and investors […]

December 17, 2014

FINANCIAL SERVICES

Big Data Analytics Remains a Big Opportunity for Wealth Managers – Part I

Wealth Management firms are spending billions on IT to differentiate in the market place. Yet the question remains, can “Big Data” have a material impact on the business? Can it deliver business outcomes by reducing risk, increasing assets under management, driving profitability, client satisfaction, products per client, client and financial advisor retention, all while improving […]

July 23, 2013

FINANCIAL SERVICES

Connecting Experts to Customers with Omnichannel Delivery

Are you familiar with the bank of yesterday? One where trying to meet with an expert can translate into being required to travel across town or deal with lengthy wait times and lines? Where it can take days and even weeks to receive and sign documents to close a mortgage or open a new account? […]

Next Generation Wealth Management: Mobile Technology Enhances the Customer Experience

The wealth management industry is under transformation. In an effort to win back trust, attract new customers and retain existing ones, firms are investing in new collaborative technologies that support their business model transformation from transactions to interactions focused on client centricity. Various McKinsey research and studies have shown that those who adopt more client-centric […]

December 6, 2012

FINANCIAL SERVICES

Reinventing Wealth Management with Technology-Enabled Video Services

The wealth management industry continues to face many challenges as it recovers from the financial crises of the past few years. And while financial markets have recovered most of their losses since 2008, investor confidence has not yet returned and volatility remains high. Against this backdrop, investors now have access to a wide variety of […]