Let’s talk about the one change we know for certain robos will bring about: a better investor experience.
The wealth management industry is faced with an evolving landscape of generational shifts, changing client expectations, regulatory pressures, and technological advances. In light of these unprecedented changes, firms are heeding the call for differentiation, enhancing their trading platforms and dedicating resources to continuous digital strategy innovation. Register today and join industry experts Isabella Fonseca, Research Director […]
Now more than ever, consumers are accessing content through a multitude of digital platforms, and the financial services industry is expanding its models of information consumption in order to maintain and grow the retail investment space. Account accessibility and ease-of-use have become standard points of measurement when evaluating a product’s likely success in today’s market, […]
Common challenges of remaining competitive and capturing younger generations of investors remain constant. Financial institutions also face a need to address plateauing profits and look for new, creative sources of revenue. Advanced trading, with options trading at the top of the list, has become a transaction driver for firms that are able to achieve highly visual and […]
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.
Scivantage makes it easy and cost-effective to deliver personalized, brokerage services to the range of mobile devices used by today’s investors, including iOS and Android devices. A feature rich, HTML5-based trading and investment account management platform, Investor Mobile links to your order routing and back office management systems, allowing clients to access up-to-the-minute account details, […]
While the growing retail investor segment gains increasing market and technology sophistication, the online investment experience is being transformed to meet a litany of client concerns and expectations—among these are transparency, account aggregation, social investment, and greater self-service capabilities. Performance reporting has emerged as an answer to these calls, bringing higher levels of analysis and […]
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 […]
Financial firms are faced with the challenge of not only targeting top-tier wealth, but also capturing the masses in order to remain profitable. The mass affluent segment (comprising individuals having US$100,000 to US$1 million of investable assets) owns over 42% of global wealth, making this segment responsible for a majority of the world’s investable assets […]
Looking back at the past few years, wealth management firms have had to focus a great amount of time and resources on compliance and regulatory mandates. Now that compliance challenges have begun to alleviate and wealth management firms have systems in place to meet regulatory requirements, a new challenge has risen. How do firms remain […]