What to read today: Digital Wealth Managementt: Insider Intelligence explains what the current digital wealth management market looks like, what makes the segment worthwhile for incumbents, and how they can find success in the space. The report profiles four biggest digital wealth managers in North America in detail to provide insight into their onboarding process, portfolio management, and pricing, as well as how they've been affected by the pandemic and what they're doing to accommodate changing customer needs..
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| | | | | Charles Schwab launches cross-channel algorithm to boost user experience. | Charles Schwab is launching an algorithm to better understand client needs and boost their digital journey.
The cross-channel analytics tool will provide a more seamless client experience and drive Schwab's operational efficiencies. The algorithm processes billions of pieces of client data, and is able to discern what clients want or are trying to do in real time, which allows the broker to offer more personalized services much faster.
As incumbent brokers like Schwab increasingly use their wealth of data to gain customer insights, smaller players will also need to acquire data analytics tools or risk falling behind.
Business Insider Intelligence's Victor Chatenay has the full story. | | | | | | | | | | | | | | | | | | | | | | | | | | | | Digital Wealth Managementt | | Insider Intelligence explains what the current digital wealth management market looks like, what makes the segment worthwhile for incumbents, and how they can find success in the space. The report profiles four biggest digital wealth managers in North America in detail to provide insight into their onboarding process, portfolio management, and pricing, as well as how they've been affected by the pandemic and what they're doing to accommodate changing customer needs. | | Get the full report → |
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| | | | US Banking Tech Spend Forecast | | Insider Intelligence explores underlying factors we expect to impact on US banks' IT/tech spending through the entire forecast period, including cybersecurity spending, IT infrastructure maintenance, and economic slowdown; factors specific to each expected phase of the pandemic; and finally factors unique to each of the nine banks included in this forecast. | | Get the full report → |
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| | | | The Online Grocery Report | | The coronavirus pandemic has brought online grocery — a promising but formerly niche industry — to the fore. This report looks back at how online grocery adoption was progressing prior to the coronavirus pandemic to understand the state of the industry before the shopping method became vital to many consumers. | | Get the full report → |
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