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3 Highlights from Celent’s Innovation & Insight Day

3 Highlights from Celent’s Innovation & Insight Day

Chris Monaco
Written by Chris Monaco April 6, 2017

This past Tuesday over three dozen wealth and asset management professionals gathered in Boston to hear from a team of Celent analysts on topics like artificial intelligence, robo-advisors, behavioral traits of Millennials, and the most pressing challenges facing firms today. The symposium’s format consisted of a mix of presentations and panels, with a robust Q&A…

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Asset Management
Three Keys to a Coherent, Consistent Corporate Narrative

Three Keys to a Coherent, Consistent Corporate Narrative

Chris Monaco
Written by Chris Monaco March 30, 2017

Regardless of which space a financial services firm occupies—banking, asset or wealth management—creating, maintaining and disseminating an effective corporate narrative is critical to conveying a coherent, differentiating message to the market—especially one in the midst of a massive transformation—and delivering a consistent level of value and service via the statement’s users—a firm’s employees. The CEB…

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Asset Management
Taking Back the Quarter with Content Automation

Taking Back the Quarter with Content Automation

Chris Monaco
Written by Chris Monaco March 22, 2017

Seismic recently surveyed asset managers to better understand their strategic priorities for 2017, how they harness or plan to harness the value of content automation, and life with and without access to technologies that streamline processes and personalize client experiences. While the survey’s complete findings won’t be officially released for a couple of weeks, the…

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Asset Management
Are Banks the Innovators Financial Services Needs?

Are Banks the Innovators Financial Services Needs?

Chris Monaco
Written by Chris Monaco March 2, 2017

Recently, The Financial Brand featured a piece on the future of AI, data analytics and machine learning in banking. Quite the popular topic as of late, it seems once that glittery crystal ball touched down in Times Square, the financial services world turned its attention to the promise of budding technologies like AI. While the…

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Banking
3 Highlights from the T3 Technology Conference

3 Highlights from the T3 Technology Conference

Chris Monaco
Written by Chris Monaco February 23, 2017

Dozens of vendors and hundreds of attendees gathered for the T3 Advisor Conference in Garden Grove, California, last week. Their mission: to share and gain knowledge on the technologies available to wealth management firms today and what the future could bring, in terms of increased competition and costs, for those who don’t proactively embrace innovation…

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Wealth Management
5 Highlights from the DCIO Leadership Summit

5 Highlights from the DCIO Leadership Summit

Chris Monaco
Written by Chris Monaco February 2, 2017

Last week fifty-plus managers and executives convened in Boston for the Defined Contribution Investment Only (DCIO) Leadership Summit. The attendees discussed topics like robo platforms, the DOL Fiduciary Rule, passive products and everything in between. Each session provided a thorough analysis of its respective topic, and panelists were quite engaging and open to dialogue with…

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Asset Management
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
Sales Enablement in Life Sciences: An Interview, Part 2

Sales Enablement in Life Sciences: An Interview, Part 2

Chris Monaco
Written by Chris Monaco January 24, 2017

Below is part two of my conversation with Dr. Jeff Dutremble, senior director of enterprise sales for life sciences at Seismic, as we continued to discuss his background in healthcare, the role of sales enablement in life sciences and the internal and external factors currently affecting companies within the space. You can check out Part…

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Life Sciences
Socially Responsible Millennial Investors

Socially Responsible Millennial Investors

Chris Monaco
Written by Chris Monaco January 19, 2017

As if wealth management firms didn’t already have enough to contend with in terms of challengers, consolidation and compliance, they are also adjusting to the characteristics of the client marketplace itself, as the future of organic growth is hinged to the financial rise of Millennials—quite possibly the greatest generation of investors yet. However, attracting an…

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Wealth Management