The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

From left to right, Mary Ellen Egan of American Banker, Sindhu Joseph of CogniCor, Claudia Cypher Kane of Raymond James Financial Services and Stacy Francis of Francis Financial spoke in a session at ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

Simon Roche, senior vice-president, division executive, head of Capital Markets Business Process Services, FIS: We lead with an intellectual property (IP) and technology-first approach, and then BPaaS ...

With every click and swipe, the way we live, work and connect has been reshaped by technology. As our clients' expectations evolve, so too must our approach to meeting their needs. Technology is ...

WHY IT RATES: BlenderSolutions launched BlenderWallet, a mobile travel assistant designed to improve client services, enhance travel experiences and generate additional revenue for travel agencies by ...

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Netsmart announced it has been recognized as the top overall client-rated post-acute technology platform by Black Book Market Research (Black Book) for the ninth ...

The volume and detail of data demanded by investors from their asset managers has grown steadily over the past two decades, allowing them to generate/receive more immediate and transparent views of ...