The first post in this three part series on Digital Foundations introduces the concept of Customer 360 or Single View of Customer (SVC). We will discuss the need for & …
“Millennials want “finance at their fingertips”..they want to be able to email and text the financial advisors and talk to them on a real-time basis,” – Greg Fleming, Ex-Morgan Stanley The …
“If you don’t like change, you will like irrelevance even less.” -General Eric Shinseki, Former US Secretary of Veterans Affairs This blog has spent time documenting the ongoing digital disruption across the industry especially financial services. …
Wealth Management is the highest growth businesses for any medium to large financial institution. It also is the highest customer touch segment of banking and is fostered on long term (read extremely lucrative advisory) relationships. This three part series …