Learn how the top wealth managers are leveraging the software to their competitive advantage to grow their business and deliver better customer outcomes.
We cover approaches specific to the financial services industry, including AI and machine learning, to better understand customers in ways that makes it hard for others to compete.
Financial services are increasingly commoditized, yet banks are under more pressure than ever to differentiate and drive revenues.
In both social and digital engagement, content is currency. Engaging customers with the right content can transform your advisors and bankers from mere vendors to trusted partners.
Technology will be critical for firms to transform the business with an efficient operating model while demonstrating compliance. With only nine months remaining to become compliant, firms must act now to ensure their technology supports the changes.
Will Trout of Celent and Bryan Sachdeva of NexJ Systems discuss the fiduciary standard, its implications, and customer-centric technology solutions for meeting these new requirements.
Siebel was a prominent solution for CRM (Customer Relationship Management). But in the last 10 years, much has changed. New technology, interaction channels, and complex regulatory requirements have changed the way that financial institutions need to operate.
In the age of the customer, financial services firms cannot afford failed technology for customer experience initiatives.
Like many firms, you’re probably under intense pressure from your customers and competitors to evolve your digital capabilities. With opinions and initiatives coming from all directions, what can you do to stay on top of things?