Digital Strategies Management Online Taxes 
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.
Independent Banker
OCTOBER 31, 2021
In early 2021, the $490 million-asset community bank launched its Finastra Consumerbot product, which offers online applications for consumer loans for items like boats and vehicles. In order to stay competitive, we thought it was important to have various digital loan offerings available for our customers.”.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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.
CB Insights
MAY 10, 2018
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.
Javelin Strategy & Research
JANUARY 12, 2022
Banner Section Home Rss.xml 2022 Trends & Predictions Javelin’s Trends & Predictions reports look at the coming year across the range of Javelin Strategy & Research’s specialty areas—digital banking, fraud and security, payments, and wealth management—and highlight the compelling challenges and opportunities likely to emerge from each.
Expert insights. Personalized for you.
87 
Let's personalize your content