Croesus has been providing wealth management solutions since 1987. Currently, more than 10,000 investment professionals use its solutions to manage $900 billion in assets. Croesus offers an evolving platform that delivers portfolio management and business intelligence solutions as well as integration tools.
- As you know, the financial industry is evolving fast and regulatory compliance is an increasingly important issue. Several changes and adjustments are foreseen for advisors, brokerage firms, and banks.
- Business trends come and go. However, there is one trend that has remained consistent over the decades: client service excellence. We have come a long way in terms of how clients are viewed. Where client satisfaction was once the mantra of successful organizations, we have now seen a definitive shift to client experience.
- Competitive forces and industry trends have come to a head. Financial advisors are seated at the heart of an industry in constant flux, where they are faced with increasingly fierce internal and external competition, financial market automation, and demanding clients. How do you, as an advisor, position your business for growth over the next five to ten years?
- Big data, digital transformation, and business intelligence are all phrases that have become increasingly popular over the last few years. Financial institutions have embraced this new trend and have adapted business models to integrate data analytics into daily operations.
- The Importance of Portfolio Management and Analytics in Adapting to a Changing Regulatory Environment
- Taking on the “robo-advisors” won’t be easy. That’s why providing “product pitchers,” “assets allocators,” “model matchers” and “stock pickers” with the right tools is so important.
- Finding and servicing clients is harder than ever. Investors have increasing ways to invest, places to go to for help, as well as products and services to choose from.
- The advisor business is changing, and four trends will create a new advice model that will force advisors to focus on building a business, instead of a traditional practice.
- To remain competitive, financial institutions must create a client and advisor experience that is unique, scalable and that can adapt and quickly integrate the most current technology
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