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5 Considerations When Seeking a Financial Advisor

Perficient

However, those not in the wealthy or close to retirement-age categories – i.e., Gen Z-ers, millennials, and low to mid-income individuals – could greatly benefit from a financial advisor’s assistance, and financial advisors can stand to profit by diversifying their business books, as well. 25% to 1% of the client’s managed assets.

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Trending: Meeting The Millennial Need For AI-Powered Visual Shopping

PYMNTS

Makeup marketplaces like NakedPoppy, for one, are using AI-enabled personalization tools to match their customers to the right products, simplifying the user experience. This is one of the ways that platforms are working with AI tools to differentiate themselves from their competition.

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Addressing the Need for Personalization in the Financial Services Industry

Perficient

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. From these key values, customer journeys and the experiences they deliver bring these brand values to life for the consumer.

Industry 294
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Easing Recurring Collections For Tech-Averse SMBs

PYMNTS

While user experience is key, these tools must also be agile enough to rise to small- to medium-sized businesses’ (SMBs’) digital-native foundations. But when platforms can promote automation without adding complexity to the user experience, these technologies will be able to find traction within SMBs everywhere.

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Bank Marketing AI – Our 14 Favorite Applications That Will Change Your Bank

South State Correspondent

These tools can give a bank marketing team of five the power of 20. The benefits of the industrial revolution accrued to shareholders, management, and workers that could be trained to become operators. The Basics If you are a reader of this column, you are already aware of the basics of tools that we love (starting HERE ).

Marketing 195
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Wealth Management In The Post-Covid World: Tech Is Reshaping How We Save And Invest Money

CB Insights

Change has been long overdue for the wealth management industry, which is facing growing competition, outdated legacy tech , thinning margins , and an aging client base. Digitization will be crucial for wealth managers looking to capture or retain this generation of clients. Source: Deloitte. Source: Bloomberg.

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Zacks Trade Brokerage Review: Access to Powerful Trading Tools

MyBankTracker

When you trade with Zacks, you get access to expert research tools and advanced trading customer support. Zacks Trade is good for… Active traders who enjoy hands-on investing Investors seeking advanced research and analysis tools People who are interested in trading internationally Investors who want to trade on margin with low costs.

Tools 52