In a recent webinar, “The Explosion of Data: How To Harness It Into Holistic Wealth Advice,” Darrin Courtney, Research Director at CEB TowerGroup, referenced a survey showing that affluent investors are looking for more than simply a strong return on their investments.
Home » Executive Summaries » Surviving the Shift to Holistic Goal-based Wealth Advice: Why Aggregated Data is Key to Maintaining Your Firm’s Primary Advisor Status
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Most Recent Flipbooks
Leveraging Alternative Data to Energize Your Lending Portfolio Executive Summary
Financial Institutions are confronting the reality that many potential customers lack the traditional banking sources typically used to evaluate credit worthiness.
Top Trends Driving Change in Retail Lending
In this webinar, we explored how leading financial institutions are using data and analytics to better compete in the consumer and small business credit markets.
Using Transaction Data to Increase Customer Engagement
Which can provide the simple and accurate account and transaction data financial institutions need to understand customer spending trends and better target their offerings.
Creating A Personalized Banking Experience
In this webinar we explored how consumers are embracing digital banking, and also discussed the limitations of banks’ current digital strategies and how they can evolve to achieve greater growth.
Capitalizing on Innovation: The Top 10 Trends in Wealth Management
A recent webinar, hosted by American Banker and sponsored by Envestnet | Yodlee, examined the trends and opportunities driving financial institutions to compete in the wealth management.
Engaging Gen X and Y Investors