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Distribution & Marketing Blog for Financial Services

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KBC Uses Blockchain to Transform International Trades
Posted on June 20th, 2017

KBC Uses Blockchain to Transform International Trades

The Efma-Accenture Distribution and Marketing Innovation Awards give the industry the opportunity to evaluate and celebrate...
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The investment advisor response to shifts in consumer behavior
Posted on June 19th, 2017

The investment advisor response to shifts in consumer behavior

In my previous blog, I discussed three emerging consumer personas:  Nomads, Hunters and Quality Seekers.These new consumers...
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How can investment advisory firms harness the benefits of robo-advice innovations?
Posted on June 6th, 2017

How can investment advisory firms harness the benefits of robo-advice innovations?

As discussed in my previous blog, traditional investment advisory firms need not sit back and lose market share to the robo-advice...
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Sberbank’s Smart Management System Boosts Bank Performance
Posted on May 31st, 2017

Sberbank’s Smart Management System Boosts Bank Performance

The Efma-Accenture Distribution and Marketing Innovation Awards give the industry the opportunity to evaluate and celebrate...
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Three Emerging Investment Advice Consumer Personas
Posted on May 26th, 2017

Three Emerging Investment Advice Consumer Personas

As we explored global consumer attitudes, three distinct consumer personas emerged from our 2017 Global Distribution &...
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Embracing a “Phygital” Bank Experience
Posted on May 15th, 2017

Embracing a “Phygital” Bank Experience

Most banks today started their digital transformation journeys by migrating customers to digital, rightsizing their branch...
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