wealth management

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Learn how Cisco Webex can enhance a manual onboarding process and play a role in the digital delivery of a full range of financial services for wealth management clients. Listen to the latest research from Celent and what Cisco can do to create holistic solutions.

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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.

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

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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 […]

3 min read

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 […]

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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? […]

3 min read

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 […]

3 min read

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 […]