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

Insights on Business

The industry is shifting to a digitally-enabled, holistic advice model , where clients are seeking advice on a variety of topics. We’re beginning to see investment advisory firms expand their brands into non-financial areas such as nutrition, health, wellness and exercise, forming complete centers of influence for their clients.

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Bombas: Socking Up With A DTC Digital Strategy

PYMNTS

However, Bombas was somewhat different — though it began, like many startups, with looking to fill a market hole. There is real value for us in being a brand that uses Afterpay,” Weinstock said. As it heads into 2020, however, the question Bombas is tackling is how to do more with that in terms of the digital experience.

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The case for end-to-end digital lending

Independent Banker

Demand for digital banking products and services is on the rise across different geographic markets and customer demographics. “In In order to stay competitive, we thought it was important to have various digital loan offerings available for our customers,” Jundt says.

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Killing Strategy: The Disruption Of Management Consulting

CB Insights

Before BCG and McKinsey and Bain, most business people dismissed “strategy” as something for generals and political campaigns. They used every available resource to understand industries, markets, consumer sentiment, and companies’ product lines. Consultants did this because clients weren’t.