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Leveraging Portfolio Analytics to Transform the Online Investment Experience

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 […]

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Evolving Priorities: Digital Strategy a Rallying Call for Financial Institutions

Digital technology continues to expand with remarkable speed and ever-broadening scope.  As it does, it is rapidly and permanently altering consumer’s expectations about their relationships with financial institutions.  Given the fast-changing environment, firms are understandably prone to being consumed by short-term, piecemeal tactics.  However, to meet and exceed consumer expectations over the long haul, it […]

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A Tactical Framework: Integrating the Online Channel into your Wealth Management Strategy

Today’s Investor is more sophisticated and demands a multi-faceted client experience. Financial institutions face increased competition across business lines, as well as steep challenges to retain assets and grow their client relationships. To compete, financial firms need to deliver advanced, multi-channel offerings, that appeal to a wide range of investors. The latest research from Aite […]

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Extend Your Wealth Management Business with Online Brokerage

A fully integrated self-directed investments channel has become an essential component to a comprehensive wealth management strategy. The latest research from Aite Group and Riperian titled, “Extend Your Wealth Management Business with Online Brokerage,” guides financial institutions through the development of a self-directed brokerage platform. Referencing research on online trading platforms, investor trading behavior, and […]

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Enhancing the Client Experience to Capture the Self-Directed Investor

BISA OneSource – With increased regulatory pressure and fluctuating market conditions, banks continue to search for new ways to generate revenue. As the self-directed investment channel continues to grow at a rapid pace, banks are being forced to re-evaluate their wealth management strategy to support the increased demand among investors for more self-service tools that increase […]

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Client Experience Matters: Making the Case for the Mobile Brokerage Channel

Not that long ago, mobile technology was a revolutionary new force.  Today, it’s already become an integral part of the lives of more than 126 million Americans, with uses that extend throughout the full range of both everyday and not-so-everyday activity.  Among online brokers, mobile trades via mobile apps have more than doubled since the […]

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The Race for Self-Directed Investors: Developments in Online Trading Among Brokers and Banks

Recent research from Celent titled, “The Race for Self-Directed Investors: Developments in Online Trading among Brokers and Banks,”  takes a look at the evolution of self-directed technology and it’s usage among online and bank brokerages. The report reviews the current state of the online brokerage industry, identifies trends and developments for trading activity in online brokerage and […]

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Investor Mobile

Scivantage Investor™ offers a full suite of mobile applications that enable financial institutions to extend their online brokerage strategy to clients on the go. Consumer reliance on mobile technology has dramatically changed the game for investing. Now, both buy-and-hold investors, as well as active traders, are seeking, and in many cases expecting, their brokers to […]

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Defining a Digital Brokerage Strategy: Improve the Client Investment Experience Across Mobile & Social Channels

What would your clients say about their investment experience with your firm?  For brokerage firms and banking institutions alike, continually improving the client experience is arguably the most essential element in gaining or maintaining a competitive edge. The ubiquitous nature of smartphone and tablet technologies and the growing reliance on community recommendations and support, provide […]