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.
The DOL fiduciary regulation spells ‘significant change management’ for many incumbent Financial Institutions. Find out how Predictive Analytics insights can make their current change management go further. Video link and link to free Perspective Papers.
The current IBD scenario is like that of a fast moving train, carrying full load of passengers, that suddenly realizes that its wheels need replacing to complete the journey. This blog discusses various reinvention options available to IBD firms.
While Independent Broker Dealer (IBD) firms have seen their share of changes, unless they invest and transform, they may not stay relevant in the coming years. Since the current business model does not support large scale investments, it may be time to rethink the business model.
Broker/Dealers need to look beyond robo-advisors when developing a FinTech strategy to compete effectively in tomorrow’s market place. While robo-advisors seem like an immediate threat, they are just the tip of the iceberg.
Financial services firms have traditionally considered their intangible financial services as products: loans, mutual funds, bonds, etc. If they include technology products in their solution set, it could help them thrive in the future.
Analytics can help Independent Broker Dealer incumbents effectively address potential regulation, counter FinTech disruptors and successfully evolve for the future. Read why it is important to (re)invest in analytics, now more than ever.
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.