5 Keynote Takeaways from the 2018 Digital Banking Conference

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

invest 2015 conference

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 […]