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Scivantage OptionsPlay Ideas Overview

Staying competitive in today’s market requires delivering an excellent value to retain clients, while at the same time capturing new clients and younger generations of investors. Innovative new tool OptionsPlay® Ideas can enchant both groups and generate new revenue in the process.

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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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Scivantage Builds a Powerful Online Brokerage Platform for Leading Financial Services Provider

Scivantage Builds a Powerful Online Brokerage Platform for Leading Financial Services Provider, Meeting Complex Branding and Functional Requirements to Deliver a Seamless Client Experience.  This Fortune 500 financial services organization was seeking to expand its brokerage footprint, extend the product offering and enhance features for clients. The company turned to Scivantage to deliver a powerful […]

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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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Scivantage Investor Overview

Watch our latest video featuring Scivantage Investor™, the next generation of online investment technology. Investor’s revolutionary user centered design and feature rich collection of tools  is designed to help financial institutions take leadership position in online brokerage and deliver unified consistent client experience.  

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Bank of the West Differentiates Brand and Provides Seamless Customer Experience with Integrated Online Brokerage Platform

Facing competitive pressure from traditional and online brokerage firms, banks are increasingly looking to the self-directed brokerage space for new opportunities to acquire, develop and retain customers, especially next-gen clients who have grown to expect access to their investments from anywhere, at any time. Investor trends, both self-directed and advisory, are looking toward consolidating and […]

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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 […]