Posts Tagged ‘Mobile’

Robo-advising will likely never take over wealth management, but there are certain elements it could replace. For example, tax-loss harvesting and digital account opening can be streamlined through technology and automation. Any tasks that serve as barriers to receiving services should be accomplished by machine. Financial advisors should instead do more of what they do […]

Many robo-advisors are thriving with growing customer bases. Not only are they flourishing, they’re partnering with – and in some cases being acquired by – traditional institutions that offer wealth management services. Take UBS, for example. The company’s wealth management division recently formed a strategic alliance with SigFig, a robo-advisor that will help develop solutions […]

As much as they are disruptors of sorts, traditional banks view robo-advisors as healthy. They represent a challenge for incumbents, one that will ultimately result in better customer experiences. Financial institutions believe that the foundation of what they do is not going to go away; however, it puts pressure on them to focus on the […]

Effective and efficient financial reporting is crucial for the success of semiconductor companies.  It is critical to track revenue, shipments, and order backlogs in order to properly utilize company assets.  In addition to understanding the current financial position of the company, there needs to be visibility into company forecasts in order to do proper financial and manufacturing planning. Data […]

“To stay relevant, financial advisors are recognizing that technology has to be a big piece of their pitch to this generation.” That statement came from a CNBC article that discussed the critical role technology plays in the financial services industry. The author, Ilana Polyak, points to a recent report from Fidelity, which indicates that financial […]

Back in March we spoke about how AEM Mobile can bring a fresh approach to mobile apps. AEM Mobile combines Adobe’s Digital Publishing Suite with PhoneGap. This combination creates a mobile solution that provides easy app maintenance with native functionality. Adobe has brought multiple new features to AEM Mobile in the last six months. We’ve highlighted the more significant features […]

Digital transformation is the means of modernizing the systems that businesses use to create, deliver, and sustain meaningful customer experiences. This modernization ensures that businesses remain attuned to their most digitally savvy customers. Businesses that embrace mobile as a critical piece of a larger digital transformation plan will take the lead in their marketplace. In […]

I had a fun conversation recently about a patient population that is near and dear to my heart. Near because, well, I am a member of this particular patient population, and dear because, even though I grew up in San Diego, I consider myself a Cincinnatian by heart. Long live the Queen City. The conversation […]

While your clients may have never obtained advice from traditional wealth management companies, the times are changing through the introduction of robo-advisors. Unlike traditional human-to-human financial advice, robo-advisors provide personalized, automated financial advice based on algorithms. They work without the need for human intervention, making such advice cost-friendly and ultimately eliminating common high-net-worth membership figures. […]

The future of business is in your hands right now – or on your wrist or in your pocket. More than two-thirds of consumer shopping and almost 40 percent of purchases occur with either a smartphone or tablet, according to Forrester Research. About 90 percent of e-commerce originates from mobile devices, and a growing segment […]

Membership in loyalty programs continues to rise, and it isn’t surprising. There are options everywhere. Sometimes all it takes is giving an email address or checking a box, and congrats – you’re a loyalty member! But even though membership is up, fewer people are actually engaging with these programs. The average person is a member of around […]

There are quite a few fallacious assumptions made in the construction of digital strategy. One of the most common ones I witness is confusion between strategy and roadmap. When I take the necessary time to review an organization’s existing digital strategy documentation, more often than not I am presented with a document that outlines an […]