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Reinventing the client advisor interaction model is the future of wealth management

Insights on Business

As the rise of digitalization continues to transform wealth management, and firms attempt to keep pace, the ways in which financial advisors and clients interact are evolving as well. In the past, clients managed their finances in silos. And, clients are demanding that these interactions happen digitally.

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Banks Should Make 2024 a True ‘Year of Digital’

Gonzobanker

Fiserv has worked to consolidate multiple digital platforms, and after disappointments from previous aspirations of its Corillian, Retail Online Banking and Architect platforms, the company is now working to build credibility with its “Experience Digitalstrategy. Due diligence is your friend.

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J.P. Morgan Looks Toward Payments Modernization

PYMNTS

Whether businesses were establishing their modernization roadmaps for the first time or simply accelerating the plans they already had in place, the COVID-19 crisis drove organizations to embrace technology at unprecedented levels in order to manage a remote workforce, supply chain disruptions and economic uncertainty.

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Reinventing Financial Services

Insights on Business

From pressures around data security, a constantly evolving regulatory environment, and disruptive new players (fintechs)—all amplified by cost pressures and diminishing margins—it’s clear that business models need to quickly adapt. Want to learn more about how insurance institutions can adapt to the evolving marketplace?

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AI and the rise of digital humans in financial services

Insights on Business

“AI is not going to replace managers, but managers who use AI will replace the managers who do not,” Rob Thomas, IBM General Manager of Data and AI predicted at IBM Think 2019. [1] Gartner credits this to the “maturation” of AI capabilities and how rapidly AI has become an “integral part” of digital strategies. [2]

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Cisco Financial Services welcomes imimobile

Cisco

Earlier this year Cisco completed its acquisition of imimobile, adding an enterprise-grade, digital-first client interaction management platform to Cisco’s industry-leading collaboration and contact center solution portfolio. Meeting customers where they are has been a common phrase and goal that customers share with us.

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15 Twitter accounts every bank executive should follow

Abrigo

4) @KarenGMills – Former SBA administrator in the Obama administration, Mills is now a senior fellow at Harvard Business School, writing and Tweeting about small business, lending and fintech. 11) @FinancialBrand – The Financial Brand is a digital publication focused on marketing and strategy issues affecting retail banks and credit unions.