With over 40 million self-directed investors as of 2012, banks and brokerage firms alike are faced with significant opportunities for growth in the online brokerage realm. For some firms, this entails important enhancements in online and digital capabilities and strategies—others will look to fully integrate an online brokerage offering to existing clients. Joe Stensland of Scivantage contributes expert commentary on effectively integrating an online brokerage strategy to keep existing clients and attract new ones. Read the full article here.
Scivantage EVP of Product and Delivery Management, Joe Stensland and Riperian President Jim Goodwin outline four steps that can help keep a bank brokerage integration project focused and on task. Part II of this Wall Street & Technology series explores the critical path elements and challenges for authentication, account linkage, balance display and money movement when integrating online brokerage capabilities. Read the full article here.