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

MAY 31, 2019

When it comes to their digital lending capabilities, community banks and credit unions are coming up short in three key areas: 1. Technology Utilization. This exercise will reveal not only the number of times the same element is rekeyed in disparate systems, but also the number of times these elements may actually increase.

Lending 125

Lending Community Bank Community Data 125

PYMNTS

OCTOBER 14, 2020

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. There is a renewed, or revised, recognition by many companies about the need for a clear and direct digital strategy,” he noted.

Retail 141

Retail Case Study Apple Exercises 141