In recent years, there has been a growing recognition that financial institutions can play a pivotal role in addressing global challenges while also driving business growth. This shift represents a significant opportunity for firms across the financial services spectrum.
This article explores the rise of social innovation in finance and identifies the best ways firms can make a significant social impact.
As with other types of organizations, driving innovation at an investment firm is often a matter of effective collaboration, effective workflows, and strategically placed technology.
Here, we’ll explore how investment firms leverage specific technologies, enhance collaboration, and drive innovation to improve firm performance and deliver superior results for clients.
As consumers continue to do the bulk of their financial activities online, banks and credit unions are focusing on branch strategies that foster long-term customer relationships, both at the local level and beyond. This is leading banks and credit unions to rethink not only how their branches are designed but also what types of services they have on offer. Here, we explore the branch’s future role in developing long-term customer and member relationships.
According to Microsoft’s research, Copilot users were 44% more accurate and 26% faster across all tasks when using the tool. Most users said Copilot reduced the effort needed to complete a task (83%) and made them more productive (86%).
Here, we’ll explore the different ways investment firms can use this solution to automate operations and improve overall strategic decision-making.
Artificial Intelligence (AI) is transforming the world of B2B marketing, sales, and operations, offering innovative solutions to common challenges. For B2B executives and sales leaders, AI represents an incredible opportunity to not only streamline operations but also to gain a competitive edge. This article explores how AI is reshaping B2B sales and marketing by automating tasks, personalizing buyer experiences, and empowering decision-making.
Financial services firms face an increasingly complex regulatory landscape when it comes to operational resilience and security, especially in terms of information and communication technology (ICT) risk management. In this article, we explore the key components of a robust ICT risk management framework for any hedge fund, private equity firm, or similar financial services organization.
DIY marketing requires a lot of work, but it can help you maintain brand authenticity and save on costs. Here are some tips for smart DIY marketing.
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Artificial Intelligence (AI) is transforming the world of B2B marketing, sales, and operations, offering innovative solutions to common challenges. For B2B executives and sales leaders, AI represents an incredible opportunity to not only streamline operations but also to gain a competitive edge. This article explores how AI is reshaping B2B sales and marketing by automating tasks, personalizing buyer experiences, and empowering decision-making.
The landscape of cybersecurity compliance has shifted dramatically for public companies since the U.S. Securities and Exchange Commission (SEC) adopted its July 26, 2023 rules, which require public companies to disclose material cybersecurity incidents under Item 1.05 of Form 8-K. But in 2024, the SEC released additional guidance and clarification on the rule change, providing public companies with a better understanding of their responsibilities and how to comply.
In this article, we discuss key elements of the SEC’s cybersecurity incident disclosure rule change and how financial firms can adapt.
New advances in intelligent, back-office automation technologies are reshaping the operational landscape of modern financial firms. Through the deployment of intelligent automation and sophisticated artificial intelligence (AI) techniques, these firms are achieving new results in efficiency, compliance, risk mitigation, and success. This article explores the different ways in which financial firms can leverage new intelligence automation technologies to streamline their back-office operations and enhance their overall performance.
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