wealth management

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Published By: Salesforce     Published Date: Nov 19, 2015
Over the next 50 years, more than $41 trillion in assets will be transferred from one generation to another. The non-profit Center on Wealth and Philanthropy sets the bar even higher--$58.1 trillion by 2061. Whatever the final figure, the generational shift of wealth represents an extraordinary opportunity for financial advisers.
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investing, finance
    
Salesforce
Published By: Salesforce     Published Date: Nov 19, 2015
We are entering a new era in financial services, and there is a massive opportunity on the horizon. Some $2 trillion1 in wealth will change hands in the next five years, with $30 trillion being shifted in the next 30 to 40 years. What exactly does this mean for financial advisors?
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salesforce, client expectations, wealth management, investing, finance
    
Salesforce
Published By: Salesforce     Published Date: Nov 19, 2015
Based on responses from more than 1,100 adults who currently have investments, the research found the wave of millennials (ages 18-34) entering the market is not only putting pressure on financial advisors to use newer technologies in managing their money, but also pushing even Gen Xers (ages 35-54) and baby boomers (ages 55+) toward more modern financial tools, such as modeling on mobile devices or online portfolio rebalancing.
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investing
    
Salesforce
Published By: NFP Advisor Services     Published Date: Feb 27, 2015
Clients, especially those with a high net worth, are increasingly demanding guidance for all of their financial needs from a single source. A multidiscipline practice enables you to provide them with complete wealth management solutions, resulting in higher rates of client satisfaction, retention and referral. Learn how to exploit social media opportunities, build a strategy that's right for you, design online profiles that match your goals and much more.
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business models, growth performance, advisor services, multidiscipline practices, business owners, complex mdp, iinvestments, insurance
    
NFP Advisor Services
Published By: NFP Advisor Services     Published Date: Feb 27, 2015
Stuck in the insurance pigeonhole? Learn the top 5 ways to get out.
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insurance, pigeonhole, nfp advisor services, wealth management, ibd advisor survey, asset management
    
NFP Advisor Services
Published By: Juniper Networks     Published Date: Oct 19, 2015
This leading global financial services firm provides a wide range of investment banking, securities, investment management, and wealth management services. It has offices in countries around the world and serves corporations, governments, and institutions as well as individual investors.
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investment software
    
Juniper Networks
Published By: IBM     Published Date: Jul 21, 2016
This e-book explores the many uses of client insights for banking and wealth management. By using sophisticated analytics and cognitive capabilities, your organization can gain deep understanding of what matters most to your clients. Knowing them well helps to provide targeted, personalized service that they value and increases their loyalty. It’s a smart pathway for reducing churn and generating new revenue models through meaningful cross-selling opportunities in today’s customer-centric world.
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ibm, banking, client insight, financial services, engagement, client insights, knowledge management, enterprise applications
    
IBM
Published By: IBM     Published Date: Jan 30, 2017
Analytics has permeated, virtually, every department within an organization. It’s no longer a ‘nice to have’. It’s an organizational imperative. HR, specifically, collects a wealth of data; from recruiting applications, employee surveys, performance management data and it sits in systems that remain largely untapped. This data can help drive strategic decisions about your workforce. Analytic tools have, historically, been difficult to use and required heavy IT lifting in order to get the most out of them. What if an analytics system learned and continue to learn as it experienced new information, new scenarios, and new responses. This is referred to as Cognitive Computing and is key to providing an analytics system that is easy to use but extremely powerful.
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ibm, talent analytics, cognitive computing, analytics, engagement
    
IBM
Published By: Polycom     Published Date: Mar 13, 2015
As the financial services industry moves away from its historic focus—on high margin business, banking, brokerage, insurance, trading, wealth management, and payment companies—they must rethink and strengthen the ways they interact with markets and customers. Organizations that fail to provide personalized services for their clients or to satisfy increasingly demanding customers will struggle to keep their position as competitors innovate at every turn.
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investment, security, financial transmission, profits, innovative technology, unified communication, data management
    
Polycom
Published By: Polycom     Published Date: Mar 13, 2015
The Dominion Group of Companies offers clients a wide range of professional services, including investment advising, trust services, wealth management, and insurance. Based in Virginia Beach, Virginia, the company has three main offices as well as independent affiliate offices in multiple locations throughout the United States. Dominion is a small but growing company, currently employing 40 people. A recent opportunity for expansion of the trust side of the business required Dominion to branch out from its Virginia Beach headquarters, opening an office in Florida and relocating one of the firm’s principals to that location. A top priority during that transition was maintaining effective communication, despite the distance, to limit any disruption to existing client services and workflows.
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investment, security, financial transmission, profits, innovative technology, unified communication, data management
    
Polycom
Published By: IBM     Published Date: Mar 28, 2016
Analytics has permeated, virtually, every department within an organization. It’s no longer a ‘nice to have’. It’s an organizational imperative. HR, specifically, collects a wealth of data; from recruiting applications, employee surveys, performance management data and it sits in systems that remain largely untapped. This data can help drive strategic decisions about your workforce. Analytic tools have, historically, been difficult to use and required heavy IT lifting in order to get the most out of them. What if an analytics system learned and continue to learn as it experienced new information, new scenarios, and new responses. This is referred to as Cognitive Computing and is key to providing an analytics system that is easy to use but extremely powerful.
Tags : 
ibm, talent analytics, kenexa talent insights, workforce science, talent insights, human resource technology
    
IBM
Published By: IBM     Published Date: Jun 13, 2016
Analytics has permeated, virtually, every department within an organization. It’s no longer a ‘nice to have’. It’s an organizational imperative. HR, specifically, collects a wealth of data; from recruiting applications, employee surveys, performance management data and it sits in systems that remain largely untapped. This data can help drive strategic decisions about your workforce. Analytic tools have, historically, been difficult to use and required heavy IT lifting in order to get the most out of them. What if an analytics system learned and continue to learn as it experienced new information, new scenarios, and new responses. This is referred to as Cognitive Computing and is key to providing an analytics system that is easy to use but extremely powerful.
Tags : 
ibm, talent acquisition, talent acquisition technology, human resources, recruiting, talent acquisition technology
    
IBM
Published By: IBM     Published Date: Jul 20, 2016
Analytics has permeated, virtually, every department within an organization. It’s no longer a ‘nice to have’. It’s an organizational imperative. HR, specifically, collects a wealth of data; from recruiting applications, employee surveys, performance management data and it sits in systems that remain largely untapped. This data can help drive strategic decisions about your workforce. Analytic tools have, historically, been difficult to use and required heavy IT lifting in order to get the most out of them. What if an analytics system learned and continue to learn as it experienced new information, new scenarios, and new responses. This is referred to as Cognitive Computing and is key to providing an analytics system that is easy to use but extremely powerful.
Tags : 
ibm, talent acquisition, talent acquisition technology, human resources, recruiting, talent acquisition technology, human resource technology
    
IBM
Published By: SAP     Published Date: Feb 10, 2011
Tap directly into the findings of an exclusive survey by IDG Research and Sybase with this new white paper that define the current state of mobility. More importantly it underscores specific ways IT can and should behave to proactively deal with the fast-developing world of enterprise mobility. Download it now to learn more about how the "Consumerization of IT" presents a wealth of business opportunities for IT management.
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sap, mobility, competitive edge, greenfield, enterprise mobility, mobile, applications, iphone
    
SAP
Published By: IBM     Published Date: Nov 03, 2015
Read this whitepaper to see how cogntive technologies are transforming the wealth management landscape.
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ibm, watson, application, powerful information, networking, software development, it management, enterprise applications
    
IBM
Published By: Salesforce     Published Date: Nov 19, 2015
Over the next 50 years, more than $41 trillion in assets will be transferred from one generation to another. The non-profit Center on Wealth and Philanthropy sets the bar even higher--$58.1 trillion by 2061. Whatever the final figure, the generational shift of wealth represents an extraordinary opportunity for financial advisers.
Tags : 
    
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