Digital Strategies, Fintech, Management and Taxes

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

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. The industry is shifting to a digitally-enabled, holistic advice model , where clients are seeking advice on a variety of topics.

Management

Management Data Meeting Branding

Is Small Business Lending Facing a ‘Moment of Reckoning?’

Gonzobanker

MAY 31, 2019

article , former Small Business Administration administrator Karen Mills said community banks with strong small business customer bases that don’t find new ways to serve them digitally are going to face a “reckoning.” Institutions are “spreading” financial statements for electronically provided tax returns or financial statements.

Lending

Lending Community Bank Community Data

Community Banking Brief

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

Is Small Business Lending Facing a ‘Moment of Reckoning?’

Webinars

Stay Connected