5 Keynote Takeaways from the 2018 Digital Banking Conference
If you couldn’t make it to beautiful Austin, TX for American Banker’s Digital Banking Conference 2018, you’re in luck! We prepared a quick summary from some of the most interesting keynote speakers at the conference right here for you! The Future of Digital Banking Jim Marous on Twitter The opening keynote by @BrettKing at #DigBanking18 […]
Too Digital to Fail: InVest 2015 Conference – Day 2 Summary
While the first day of the In|Vest 2015 Conference was devoted to startups and their potential to disrupt the traditional financial services landscape, day two turned the tables and gave the too-big-to-fail banks and other large wealth management firms a chance to show off their digital mojo and explain why they won’t be the ones to become disrupted. After […]
Why Haven’t Advisors Embraced Unified Managed Accounts?
This is an overview of a session from the MMI 2012 Tech & Ops Conference held in Jersey City, NJ. Moderator: Jay Link, Managing Director, Managed Solutions Group, Merrill Lynch Panelists: Andrew Clipper, Managing Director, Head of Wealth Management Services, NA, Citi John Capelli, Managing Director, COO, Managed Account Advisors, Merrill Lynch Rob Klapprodt, President […]
Empowering Consumers in the Digital Age – Part 2
This is a summary of a panel session from the Fiserv Spring 2012 Client Conference and is part 2 of a two part series. You can read Part 1 here. Moderator: Don MacDonald, Executive VP & Chief Marketing Officer, Fiserv Panelists: Benny Higgins, CEO, Tesco Bank Jonathan Carson, CEO Digital Nielsen – leads their digital business since they acquired his company, BuzzMetrics, […]
Empowering Consumers in the Digital Age – Part 1
This is a summary of a panel session from the Fiserv Spring 2012 Client Conference and is part 1 of a two part series. Moderator: Don MacDonald, Executive VP & Chief Marketing Officer, Fiserv Panelists: Benny Higgins, CEO, Tesco Bank Jonathan Carson, CEO Digital Nielsen – leads their digital business since they acquired his company, BuzzMetrics, in 2007. Debra Hopkins, […]
How Citigroup is Trying to Leverage Social Networking
This post is a summary of a session from the FRA’s 8th Annual Managed Accounts Summit. The speaker was Chandresh Iyer, Managing Director and Head of Global Custody & Investment Services, Citigroup. Chandresh began by stating that Citigroup is looking at social networking as a means of delivering advice, since you’re more likely to do something […]
