Insights on Business

MAY 3, 2019

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.

Management 87

Management Data Meeting Branding 87

Gonzobanker

MARCH 28, 2024

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 Digital” strategy. Due diligence is your friend.

Digital Banking 134

Digital Banking Customer Experience Strategy Exercises 134

PYMNTS

OCTOBER 14, 2020

The other trend that was already in motion was buying alcohol – wine in particular – online. This has left Brandenberg with a case study in management, as he gears up for what he expects will be continued high levels of the digital-first economy for wine. The online penetration is still much lower than it should be,” he said.

Retail 141

Retail Case Study Apple Exercises 141

Gonzobanker

MAY 31, 2019

While online lenders Kabbage and OnDeck lent $2 billion and $2.5 billion, respectively, to small businesses in 2018, PayPal is now the largest online small business lender in the United States, with over $4 billion funded in 2018. Eliminate paper applications and utilize an online portal. Opportunity Identification/Training.

Lending 126

Lending Community Bank Community Data 126