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Can Content Automation End the Quarterly Update Crisis?

Can Content Automation End the Quarterly Update Crisis?

Chris Monaco
Written by Chris Monaco September 28, 2017

With average industry margins falling from 34 to 31 percent over the past decade, and most experts forecasting a continued slide to 20 percent over the next five years, it’s critical for asset management firms to foster productivity in conjunction with improving operational efficiency. Last year Seismic surveyed over 100 individuals from 37 asset management…

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Asset Management, Marketing Efficiency
Converting AI into ROI: A Banking Strategy

Converting AI into ROI: A Banking Strategy

Chris Monaco
Written by Chris Monaco September 21, 2017

A few months ago we looked at Accenture’s Banking Technology Vision 2017, and of the report’s numerous highlights, those centered on AI were particularly noteworthy: Seventy-nine percent of respondents agree that AI will revolutionize the way banks gain information from and interact with customers Twenty-nine percent believe it is extremely important to offer their products/services…

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Banking, Sales Enablement, Technology & Data
Increasing Asset Managers' Operational Efficiency

Increasing Asset Managers’ Operational Efficiency

Chris Monaco
Written by Chris Monaco September 14, 2017

Asset managers are under the gun to adjust their operational models and expand margins in the face of prevailing headwinds. This isn’t some 2016 narrative; it’s language adapted from a FundFire article published today. In the piece, a survey commissioned by State Street and conducted by Longitude Research cites that 66 percent of institutional investors…

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Asset Management, Content Strategy, Technology & Data
Delivering a Digital Banking Experience

Delivering a Digital Banking Experience

Chris Monaco
Written by Chris Monaco August 24, 2017

The evolution of banking is at a major inflection point. With the groundwork for diminishing returns in play, it’s imperative for banking institutions to consider new technologies and digital pathways that will allow them to compete in an age of low rates and, more critically, provide current customers with an efficient, omni-channel experience. In a…

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Banking, Sales Enablement
Asset Management News and Trends Trivia

Asset Management News and Trends Trivia

Chris Monaco
Written by Chris Monaco August 3, 2017

It’s August. The oft-celebrated dog days of summer are in full swing, so let’s be honest with ourselves. Most folks are on vacation doing absolutely nothing productive, and those who are actually in the office, presumably reading this post, probably aren’t doing a whole lot either. No. That’s unfair. They are, but not really. Hey,…

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Asset Management
Sales Enablement and Fintech in Banking

Sales Enablement and Fintech in Banking

Chris Monaco
Written by Chris Monaco July 27, 2017

Let’s talk sales enablement. Let’s talk fintech. Let’s talk about the potential of both within banking. And make no mistake; they are not mutually exclusive. EY recently released a pair of reports on the rise of fintech and how its growth can be nothing but beneficial for banks and their clients and customers. The caveat,…

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Banking
Asset Managers: Reducing Risk with Smart Data

Asset Managers: Reducing Risk with Smart Data

Chris Monaco
Written by Chris Monaco July 20, 2017

Risk: An innate characteristic of asset management that all firms must measure and mitigate. How this occurs and to what extent it can occur is a topic of interminable discussion among managers, analysts, and regulators alike, particularly since 2008. For example, the SEC’s amendments to rule 204-2 and Form ADV, among others, aim to provide…

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Asset Management