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12 Must-Have KPIs of Sales Enablement

12 Must-Have KPIs of Sales Enablement

Chris Monaco
Written by Chris Monaco January 5, 2017

One of the main purposes of any sales enablement strategy is to help your sales and marketing teams become more efficient and effective in their performance. To assist in the operational integration of said functions, Seismic previously published The 12 Must-Have KPIs of Sales Enablement. This guide details and measures the 12 key performance indicators…

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Sales Enablement
Highlights from PwC’s 2017 Digital Banking Survey

Highlights from PwC’s 2017 Digital Banking Survey

Chris Monaco
Written by Chris Monaco June 15, 2017

The third installment of this blog’s banking report series looks at the impact and trajectory of what PwC calls the omni-digital age. Whereas the EY authors took a high-level survey of global banking in 2017 and Accenture’s report a tighter evaluation of technology’s place within the industry, this piece is primarily concerned with evolving consumer…

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Banking
2017 Tech Trends to Watch in Wealth Management

2017 Tech Trends to Watch in Wealth Management

Chris Monaco
Written by Chris Monaco April 13, 2017

CEB TowerGroup recently released a report on the biggest technological trends occurring within wealth management for 2017. The industry push towards adopting fresh technologies is driven by a culmination of factors like slowing AUM growth, increased regulation, fee compression, and a major shift in client demographics and behavior. Because of these tougher market conditions, pre-tax…

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Wealth Management
Trends in Asset Management: Interminable Consolidation

Trends in Asset Management: Interminable Consolidation

Chris Monaco
Written by Chris Monaco May 4, 2017

In an interview with FundFire in February, Dan Fuss, vice chairman and portfolio manager at Loomis Sayles, talked about the continued transformation of asset management, detailing what he saw as the fourth industry change during his lifetime: I doubt if wages are going to be going up in the asset management business. I really do.…

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Asset Management
EY’s Global Banking Outlook for 2017

EY’s Global Banking Outlook for 2017

Chris Monaco
Written by Chris Monaco April 20, 2017

With articles questioning the role of traditional bank branches, and bylines encouraging institutions to adopt AI and machine learning technologies, 2017 is considered by many to be a pivotal year for banking—a year of action and regeneration. Gauging what lies ahead for an entire industry is no easy task, but EY recently released its 2017…

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Banking
The Proliferation of AI and Automation in Banking

The Proliferation of AI and Automation in Banking

Chris Monaco
Written by Chris Monaco January 26, 2017

As investigations into Wells Fargo’s systemic banking fraud continue, new findings show that retail branches were given notice of internal audits a day or three in advance of them taking place. This allowed for managers and employees to scrub, purge and modify documents and data, which, by most firsthand accounts, probably looked something like this.…

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Banking
Millennials: The Greatest Generation for Wealth Management?

Millennials: The Greatest Generation for Wealth Management?

Chris Monaco
Written by Chris Monaco May 25, 2016

An astonishing amount of time and money is being spent on researching and understanding the habits and needs of what has become America’s enigmatic consumer segment: Millennials. It seems every month brings another vital report or article espousing an absolutely correct theory on the behavioral and financial characteristics of the much-discussed generation. Heck, even business…

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Marketing Performance, Wealth Management