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 87

Management Data Meeting Branding 87

Bobsguide

SEPTEMBER 5, 2022

So how can financial services operators build trust in this digital age? One approach is to ensure technology is being utilised to automate simple tasks, allowing bank staff to take on new more complex responsibilities. This means they can make payments, such as pay a utility bill or tax, using these workstations.

Video 97

Video Digital Strategies Digital Banking Security 97

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.

Trends 40

Trends Fraud cryptocurrency Austin 40

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. Institutions are “spreading” financial statements for electronically provided tax returns or financial statements. Distinguishing Between Small Business and Commercial Loans.

Lending 125

Lending Community Bank Community Data 125

Independent Banker

OCTOBER 31, 2021

started developing its digital lending platform about three years ago—and the bank is really glad it did. The pandemic accelerated the adoption of digital lending for both banks and consumers. The transformation has been phenomenal,” says Prabhash Shrestha, ICBA group executive vice president and chief digital strategy officer.

Lending 91

Lending Community Bank Community North Dakota 91

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. The four functions of consulting. ” —Michael Porter. . ” —Michael Porter.

Strategy 78

Strategy Management Analytics Tools 78