Insights on Business

MAY 3, 2019

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.

Management 87

Management Data Meeting Branding 87

PYMNTS

FEBRUARY 7, 2020

There is real value for us in being a brand that uses Afterpay,” Weinstock said. The company believes it has achieved a lot of transparency with its customer base when it comes to its products, getting its philanthropic message out there, and the cost it pays in terms of items and tax.

Digital Strategies 168

Digital Strategies Strategy Data Customer Experience 168

Independent Banker

OCTOBER 31, 2021

The pandemic accelerated the adoption of digital lending for both banks and consumers. The transformation has been phenomenal,” says Prabhash Shrestha, ICBA group executive vice president and chief digital strategy officer. Hands down, this is the future, and we are seeing a bigger move to digital lending across the industry.”.

Lending 91

Lending Community Bank Community North Dakota 91

CB Insights

MAY 10, 2018

Bain worked with the company to help define its digital strategy, using data to analyze the competitive landscape as well as identify existing internal digital strengths and weaknesses. High tax rates on corporate gains meant that the best way to spend profits was to make acquisitions.

Strategy 78

Strategy Management Analytics Tools 78