The needs of the retail investor are rapidly changing as technological advances continue to push the boundaries of investment transparency, and social interaction. With increased competition, the race for investor assets has never been more intense and it has financial institutions searching for new and innovative ways to transform their online investment experience. From advanced portfolio analytics to community-based social investing initiatives, firms that are able to capitalize on this dramatic shift will realize game-changing ROI.
Discover the latest in portfolio analytics.
Hear industry experts Ashley Globerman, Analyst, Celent, and Greg Alves, Senior Vice President, Investment Analytics, Scivantage, as they discuss the evolving expectations of the retail investor and the technology imperatives firms face in order to remain competitive.