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Market Demand Drivers Transforming Online Investments

November 14th, 2014    Published by Dina Charchour

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,… Read More »

Defining and Targeting the Active Trader

November 7th, 2014    Published by Dina Charchour

The frequency of individuals’ trading, and the processes that inform these trading decisions, vary greatly across today’s global markets. Aite Group, a research and consulting firm for the financial services industry, conducted two separate quantitative surveys in six target countries (US, Canada, Japan, Russia, Brazil and India) in November 2013 to better understand self-directed trading… Read More »

RECAP – The Power Play: Leveraging Options Trading to Accelerate Customer Transaction Activity

October 30th, 2014    Published by Dina Charchour

The self-directed trader segment has more than doubled in the past 10 years; however, the number of overall traders has flattened out over the last three years, according to recent Aite Group findings. This market shift, alongside challenges of growing competition and plateauing profits, has tasked firms with re-engaging traders, encouraging active investment participation, and… Read More »

The Evolving ‘sqope’ of the Retail Market

October 23rd, 2014    Published by Dina Charchour

Retail investors have continued to expand in sheer numbers and levels of technological sophistication over the last several years. According to recent Celent data, the retail investor market is estimated to make up 38% of the current US adult population, with self-directed investors growing at a quicker rate then non-self directed investors. The expanded use… Read More »

Mobile Expansion, More Than Just a Rallying Call

October 17th, 2014    Published by Dina Charchour

Digital technology continues to expand with remarkable speed and ever-broadening scope across a number of technologies, devices, and channels.  As it does, it is rapidly and permanently altering consumer’s expectations about their relationships with financial institutions. The mobile channel, in particular, has become ubiquitous in the financial services sector—according to the Federal Reserve’s 2014 Consumers… Read More »

RECAP – The Race for Retail Investor Assets: Leveraging Analytics to Transform the Online Investment Experience

October 7th, 2014    Published by Dina Charchour

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… Read More »

Upcoming Webinar with Aite Group – “The Power Play: Leveraging Options Trading to Accelerate Customer Transaction Activity” Register Today!

October 3rd, 2014    Published by Dina Charchour

Advanced trading functionality with options trading at the top of the list, has become both a differentiator and transaction driver for firms that are able to achieve highly visual and intuitive market data research experiences. Empowering investors of all levels with an optimized options trading platform serves as a pathfinder to affordable and intelligent investment… Read More »

Scivantage FinTech Incubator Program Update

October 1st, 2014    Published by Dina Charchour

Following an eventful Incubator Pitch Day, our selected Incubator team has been hard at work establishing its forthcoming next generation financial technology-focused product, the first to be launched as part of our Scivantage FinTech Incubator Program. In collaboration with Stevens Institute of Technology and Scottrade, Inc., the Scivantage FinTech Incubator Program has connected this cycle’s start-up team… Read More »

OptionsPlay® Ideas, Latest Addition to Scivantage Investment Platform

September 24th, 2014    Published by Dina Charchour

As the self-directed channel continues to grow, banks and brokerages are seeking additional tools to empower active investors in order to both gather and retain assets in this highly competitive market. This task comes with its own challenges. In addition to staying competitive and capturing younger generations of investors, firms need to address plateauing profits and… Read More »

How to Service the Mass Affluent while Remaining Profitable

September 19th, 2014    Published by Dina Charchour

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… Read More »

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