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

Insights on Business

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.

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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.

Lending 91
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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. From one perspective, the position of management consulting as an industry has never seemed more secure. According to estimates, McKinsey makes about $8.8B Each one is still growing. ” —Michael Porter.