financial advisor

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Published By: Samsung     Published Date: Dec 18, 2015
Download this whitepaper to learn how mobile technology can redefine banking, improve the customer experience, and empower financial advisors.
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Samsung
Published By: Salesforce     Published Date: Nov 19, 2015
We are entering a new era in financial services, and there is a massive opportunity on the horizon. Some $2 trillion1 in wealth will change hands in the next five years, with $30 trillion being shifted in the next 30 to 40 years. What exactly does this mean for financial advisors?
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salesforce, client expectations, wealth management
    
Salesforce
Published By: Salesforce     Published Date: Nov 19, 2015
Based on responses from more than 1,100 adults who currently have investments, the research found the wave of millennials (ages 18-34) entering the market is not only putting pressure on financial advisors to use newer technologies in managing their money, but also pushing even Gen Xers (ages 35-54) and baby boomers (ages 55+) toward more modern financial tools, such as modeling on mobile devices or online portfolio rebalancing.
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Salesforce
Published By: Salesforce     Published Date: Jan 08, 2016
In the next five years, more than $2 trillion is expected to transfer between generations. To capitalize on this massive redistribution of wealth, financial advisors need to meet the demands of today’s clients who are social, mobile, more connected, better informed and looking to collaborate with their advisors when they want, where they want. In fact, according to the Salesforce Connected Investor report, 55% of investors want to work more closely with their advisors. To succeed, advisors must have relationships with their clients that are deeper than just the numbers, and focus on individuals and their unique needs.
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cloud, financial, salesforce, investors
    
Salesforce
Published By: VMware AirWatch     Published Date: Jul 19, 2017
How can your business support new identity-defined workspaces across a variety of users — retail store associates checking inventory on a PC and a smartphone, hospital clinicians entering test results into a mobile workstation and an iPad, or financial advisors placing trades from Android devices and laptops? The answer is the digital workspace.
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VMware AirWatch
Published By: VMware     Published Date: Jul 24, 2017
How can your business support new identity-defined workspaces across a variety of users — retail store associates checking inventory on a PC and a smartphone, hospital clinicians entering test results into a mobile workstation and an iPad, or financial advisors placing trades from Android devices and laptops? The answer is the digital workspace.
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VMware
Published By: Smarsh     Published Date: Dec 07, 2016
Text messaging is simple, concise and compatible with virtually every mobile device, operating system and wireless carrier, making it very appealing to financial advisors and their customers. However, if used for business communications, texts can create tremendous risk. Less than a third of financial firms have a text supervision solution in place according to the Smarsh 2016 Electronic Communications Compliance Survey, the largest compliance gap facing financial firms today. Text messaging can’t be ignored by firms any longer.
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Smarsh
Published By: Salesforce.com     Published Date: Jul 02, 2014
With today's financial advisors and wealth managers facing such tough competition, the ability to thrive comes through maximizing efficiency and finding innovative ways to maintain and grow business. This white paper highlights how technology is a great partner for meeting this need: • Create more relevant interactions with customers by tracking your business in the cloud • Connect to your customer information from any mobile device • Increase sales to your customers with a deeper understanding of their needs Download this white paper to learn more!
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salesforce.com, customer tracking, business in the cloud, financial advisors, wealth managers, mobile devices, data center
    
Salesforce.com
Published By: TIBCO Software     Published Date: Jul 22, 2019
FINANCIAL SERVICES’ HISTORY OF DISRUPTION Financial Services is an industry driven by disruption. Transformative business models such as low-cost brokerages, innovative investment products like ETFs, and the huge regulatory mandates like Gramm-Leach-Bliley are but a few examples. Here are some others: • New fintech firms such as a recent nine billion dollar investment in Ant Financial Services Group and myriad other venture capital-led fintech startups targeting well established segments across the financial services industry • Robo-advisor services powered by artificial intelligence and machine learning intermediating financial advisors and portfolio managers alike • Ever changing regulatory and risk management mandates, such as GDPR, Basel III, and Open Banking, transforming customer engagement and capital allocation Read this whitepaper to learn how you can overcome these and other disruptions.
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TIBCO Software
Published By: BNY Mellon | Pershing     Published Date: Aug 22, 2018
Download our report to learn more about key decision points to manage and grow your RIA business
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clearing and custody, practice management, financial advisor, ria, registered investment advisor
    
BNY Mellon | Pershing
Published By: BNY Mellon | Pershing     Published Date: Aug 22, 2018
Learn about key factors that should be top-of-mind for advisors considering an independent business model
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breakaway advisor, independent ria, financial advisor, financial advisor
    
BNY Mellon | Pershing
Published By: Kestra Financial     Published Date: May 30, 2019
ndependent advisors make up one of the fastest growing segments in the financial services industry. If you’re curious about breaking free, you may want to consider these advantages that independent advisors can offer their clients
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Kestra Financial
Published By: TIBCO Software     Published Date: May 16, 2019
Financial Services is an industry driven by disruption. Transformative business models such as low-cost brokerages, innovative investment products like ETFs, and the huge regulatory mandates like Gramm-Leach-Bliley are but a few examples. Here are some others: • New fintech firms such as a recent nine billion dollar investment in Ant Financial Services Group and myriad other venture capital-led fintech startups targeting well established segments across the financial services industry • Robo-advisor services powered by artificial intelligence and machine learning intermediating financial advisors and portfolio managers alike • Ever changing regulatory and risk management mandates, such as GDPR, Basel III, and Open Banking, transforming customer engagement and capital allocation Read this whitepaper to learn how you can overcome these and other disruptions.
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data, applications, analytics, algorithms, innovation, cloud, technology, customer, banking
    
TIBCO Software
Published By: Intel     Published Date: Mar 19, 2019
Technology has drastically transformed the banking industry and the way in which consumers transact. Mobile banking is now the new normal. Many consumers, especially millennials prefer to do most if not all of their financial transactions via smartphone due to the convenience in which it offers. Even so, the popularity of mobile banking does not imply that the end of retail banking is near as research has shown that consumers still prefer retail banking for complex services such as loan applications, new account openings and advisory services. Download the whitepaper to learn— • How to build a bank of the future by leveraging the Internet of Things • How to increase security, ease system management and reduce operational costs • The benefits of migrating to a thin-client infrastructure and going paperless
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Intel
Published By: Cisco     Published Date: Jan 08, 2016
Financial services customers are increasingly going digital, but human assistance continues to play a pivotal role — especially in the purchase journey — and many banks still only allow customers to get this assistance over the phone or in a branch. To improve the customer experience, increase the productivity of frontline experts, and increase sales, eBusiness and channel strategy executives should consider weaving human advisors and digital technologies together with video banking. Success will require more than just a simple video call. eBusiness and channel strategy executives need to ensure that video banking capabilities let prospects collaborate effectively with an expert when and where they choose and that experts are supported by the right processes, tools, and training.
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cisco, video banking, driving digital sales, improving customer experience, best practices
    
Cisco
Published By: SAP     Published Date: Apr 07, 2011
In companies of all sizes, the chief financial officer (CFO) is the crucial link between strategy and execution. The CFO acts as a trusted advisor to the chief executive officer (CEO) in mapping out your company's strategic vision, and plays a key role in making sure that vision is realized in all business activities in a profitable way.
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financial planning, budgeting, forecasting, sap, business intelligence
    
SAP
Published By: DocuSign     Published Date: Apr 24, 2018
"In April 2016, the Department of Labor (DOL) released its final rule regarding financial and fiduciary disclosures. This rule significantly expands the definition of fiduciary, spanning financial advisors as well as plan sponsors, funds, and producers who provide incentives to advisors. The rule has far-reaching impacts on business, compliance, and operations/technology and the April 2017 compliance deadline is coming up quickly. View this on-demand webinar and learn how DocuSign can help you: • Satisfy the final rule requirements by automating disclosures with a tamper-proof audit trail • Delight clients and brokers by providing a greatly improved customer experience • Meet critical DOL deadlines with rapid implementation "
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DocuSign
Published By: IBM     Published Date: Apr 04, 2013
What is a workload-optimized system? Simply put, it is one that matches architecture to the needs it is purchased for. Systems performance is no longer defined only by the fastest processor or other leading benchmarks, but rather by the ability to deploy new services faster, with higher quality, and within financial objectives. Commoditization has led some to think that financial objectives will lead to Intel-based systems for all uses. In this Advisory, we show that this is not the case, and by way of example, we demonstrate how Power Systems can be less expensive for ongoing operational costs and initial outlay.
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business value, processor, new services faster, higher quality, financial objectives, intel-based, commoditization
    
IBM
Published By: Salesforce     Published Date: Nov 19, 2015
In the next five years, more than $2 trillion is expected to transfer between generations. To capitalize on this massive redistribution of wealth, today’s financial advisors need to meet the demands of today’s clients who are social, mobile, more connected, better informed and looking to collaborate with their advisors when they want, where they want.
Tags : 
salesforce, financial services, cloud, mobile, data, data center
    
Salesforce
Published By: TIBCO Software     Published Date: Jul 22, 2019
FINANCIAL SERVICES’ HISTORY OF DISRUPTION Financial Services is an industry driven by disruption. Transformative business models such as low-cost brokerages, innovative investment products like ETFs, and the huge regulatory mandates like Gramm-Leach-Bliley are but a few examples. Here are some others: • New fintech firms such as a recent nine billion dollar investment in Ant Financial Services Group and myriad other venture capital-led fintech startups targeting well established segments across the financial services industry • Robo-advisor services powered by artificial intelligence and machine learning intermediating financial advisors and portfolio managers alike • Ever changing regulatory and risk management mandates, such as GDPR, Basel III, and Open Banking, transforming customer engagement and capital allocation Read this whitepaper to learn how you can overcome these and other disruptions.
Tags : 
    
TIBCO Software
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