As disruptive technologies increase in prevalence within wealth management, traditional firms face a growing need for meaningful digital transformation. While research reports are published daily on the best way to “go digital,” firms are still struggling with getting started.
In our new series, Meet the Experts, we interview top industry influencers and innovators who are shaping the future of the financial services industry.
What is the single biggest threat to the financial services industry?
Anyone who has opened a merchant bank account can attest that the client onboarding process is slow and complex. As margins decrease and merchant attrition increases, bank executives responsible for customer experience are searching for ways to remain competitive by understanding the problem...
Money20/20 Las Vegas has become a keystone event for the payments industry. Industry-changing announcements are made every year and the whole payments ecosystem comes together to stay ahead of the curve.
Recent research by Capgemini and MIT has found that “old-world operators with traditional processes” are losing to competitors with faster, more streamlined back-office operations. One of their top recommendations to organizations who want to survive is to adopt Straight-Through Processing as a...
This is Part 4 in a series called “Becoming a Digital Wealth Firm”. You can read Part 1 here.