The current politically charged environment provides opportunities for financial advisors to demonstrate that they truly understand their clients in ways that straight automated solutions can’t. They’ll need the help of technology to do that efficiently.
When the industry is moving towards FinTech-FinServ collaboration, how do you build an effective B2B FinTech solution and company? This post explores that topic with insights from a FinTech Entrepreneur.
Financial Services industry regulations are usually burdensome for Financial Institutions (FIs) to implement. But they provide an opportunity for the FIs to up their ante when it comes to customer experience. With the right client-centric approach, FIs can serve up refreshing lemonade and create loyalty even when they are handed lemons.
You are probably aware of these three program management/ project management best practices on team composition, collaboration and implementation, but do you know why they work? Read on for rationale and application.
Mid-year business evaluations can be effectively used to maximize ROI, even with constraints, by applying these four practices. **BONUS** A 7-page mid- year business evaluation worksheet.