There is no denying that the traditional role of a wealth manager or a financial advisor has been put to a test by the widespread use of technology. But is the rise of the robo-advisers really a deadly threat to them or simply a wake-up call?
Over the last few years, all financial services organizations could familiarize with the concept of Big Data. Widespread digitalization has also made your workplace a proud owner of such an asset. But isn’t it time you consider its usefulness for the business?
In the near future, we will not be looking into magic balls but in freaky-looking glasses to see other dimensions of reality. It will also be more than rollercoasters and monster fights – banks and insurers are getting ready to open their virtual shops’ doors.
If we agree that the role of sales reps in financial services is transforming with the spreading of online services and that it becomes more of a consultancy in making decisions in complex problems that require a longer process than we have to reconsider what tools we use for this purpose. PSD2 now allows for brand new ones to try.
Offline first is the next best thing to mobile first. What if we told you that by taking an offline first approach will guarantee both a maximum productivity gain and a maximum employee engagement?
Many things are going on in innovation in financial services we just can’t ignore. At the same time, trillions of questions arise concerning the types, the means, and the threat levels of innovation. We’ve made a roundup of some recent articles that might offer valuable answers for these questions. So read and decide: Is it time to trick or treat?
[spb_text_block animation="none" animation_delay="0" simplified_controls="yes" custom_css_percentage="no" padding_vertical="0" padding_horizontal="0" margin_vertical="0" custom_css="margin-top: 0px;margin-bottom: 0px;" border_size="0" border_styling_global="default" width="1/1" el_position="first last"] Financial services companies are constantly haunted by the competition but it has been proved…