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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
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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
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From AI to ROI — Using artificial intelligence to grow client relationships
July 10
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The mobile microinvesting company offers five basic products because it wants to be known for helping customers manage saving and spending — and that's it, Noah Kerner said at In|Vest.
July 10
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Data about client behavior will drive better user experiences.
July 10
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People welcome help managing their money, and they don’t mind their own data being analyzed, as long as the result is easy-to-digest information and recommendations they can act upon, JPMorgan’s Kelli Keough said at the In|Vest conference.
July 10
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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
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After the Cincinnati bank started a personal assistant service for new mothers, it learned new parents needed help with budgeting, and that motivated it to team up with a Goldman Sachs firm to establish a financial wellness program for all its employees.
July 9
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Founders of the startup digital bank Cogni say they have the formula for reaching Uber drivers and the like, but observers warn it's a group that won't be easily won over.
July 5
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FutureFuel.io CEO Laurel Taylor and Edmit.me CEO Nick Ducoff discuss approaches to helping students repay their loans and make good debt decisions.
July 3
