Digital Transformation is More than Just Automation

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.

Multi-Generational Wealth: Why Your Firm Will Lose the Next Generation

 

Meet the Experts: KYC SiteScan

In our new series, Meet the Experts, we interview top industry influencers and innovators who are shaping the future of the financial services industry.

Fintech 2016 Year In Review

The Single Biggest Threat to Banking

What is the single biggest threat to the financial services industry?

The most important aspect of the customer onboarding process

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...

The Ultimate Summary of Money20/20 2016

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.

Straight-Through Processing for Faster Merchant Onboarding

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...

Becoming a Digital Wealth Firm: The Client-Advisor Experience

This is Part 4 in a series called “Becoming a Digital Wealth Firm”. You can read Part 1 here.

Becoming a Digital Wealth Firm: Compliance

In Part 1 and Part 2 of this blog series “Becoming a Digital Wealth Firm”, we covered the basics of why Wealth Management is becoming digital, and how to build a strong foundation for a digital future.