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Panelists: Danielle Fava, Director, Product Strategy and Development, TD Ameritrade Institutional; Andrew Manning, MBA, FCSI®, Head of Wealth Management Intermediaries Marketing, Americas Invesco; and Max G. Winthrop, CEO, Winthrop Wealth Management.
July 11 -
“I’m perennially scared of overwhelming our customers,” Acorns CEO Noah Kerner says at the InVest Conference.
July 11 -
Needs of wealthy clients are "a lot more complex," says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management.
July 10 -
New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab.
July 10 -
Don’t let this opportunity slip away, says Ilan Davidovici from Salesforce.
July 10 -
Data about client behavior will drive better user experiences.
July 10 -
There are serious consequences for firms that do not embrace the latest tech tools, says Kelli Keough, the global head of digital wealth management for JPMorgan Chase.
July 10 -
In focus testing for its digital-only app, Finn, Chase learned users wanted a standalone brand that still offered some traditional features, such as paper checks.
June 22 -
Onboarding technology isn't enough if the account opening process is too cumbersome, a J.D. Power survey finds.
May 4 -
Banks should rethink even existing services, such as the branch experience, said top executives at the Oracle Industry Connect conference.
April 13