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Distribution & Marketing Blog for Financial Services

Fintech

Posted on May 3rd, 2017

Innovative Offerings Can Help Meet Robo-Advice Challenge

As we discussed in our previous blog, investment advisory firms in Europe—including independent...
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Innovative Offerings Can Help Meet Robo-Advice Challenge
Posted on March 30th, 2017

Robo Advisors: Threat or Opportunity for Traditional Investment Advisory Firms?

Investment advisory firms are operating in an extremely challenging environment.  Interest...
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Robo Advisors: Threat or Opportunity for Traditional Investment Advisory Firms?
Posted on September 14th, 2016

Portfolio of Roles: Five Non-Exclusive Roles for Banks in a Digital GAFA World

In my previous two posts, I talked about how banks can take advantage of customer mindsets—customers’...
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Portfolio of Roles: Five Non-Exclusive Roles for Banks in a Digital GAFA World
Posted on June 7th, 2016

Digital Transformation: Transforming More Than Our Social Lives

What do we mean by “digital” and how is it transforming financial services today? Since the...
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Digital Transformation: Transforming More Than Our Social Lives
Posted on June 6th, 2016

Digital Agendas Loom Large for Financial Institutions

Whether I am conferring privately with clients in their offices or attending an important conference...
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Digital Agendas Loom Large for Financial Institutions