Insurers today have access to more data than ever before, enabling them to improve risk assessment, reach untapped markets and deliver outstanding customer experiences. Technology is the key to unlocking these fresh opportunities, but building new busi…
As new entrants continue to scale their offerings and win customers, carriers will need to respond to competitive threats by leveraging more data than ever and opening up their ecosystems to next-generation technologies and innovative partners. Compani…
As more and more people approach their golden years, you may see a shift in your practice—from a focus on accumulation and growth to one of income and distribution. It’s important that you’re prepared to not only ensure that your clie…
Date: Wednesday, June 8, 2022 Time: 2pm ET | 11am PT Sponsored by: TIS Managing a global business is always complex, but operating in restricted or emerging markets ups the ante — and the level of challenge. Successfu…
In February, the Securities Exchange Commission (SEC) announced new cybersecurity requirements for registered investment advisors. The proposed changes, which are currently in the comments phase, are likely to be formalized and published before the end…
The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of the two solutions sets on organizations for sales force automation (SFA) and customer service management (CSM) needs." Requ…
Date: Wednesday, June 1, 2022 Time: 2pm ET | 11am PT Sponsored by: DOMA Is your credit union struggling to strike a balance between the push for digital mortgages and your promise of 1:1 member service? Traditional title and es…
Now more than ever, it is critical for project-based businesses to be profitable. In fact, since the pandemic, professional services firms have had to look at the profitability and delivery status of each project even more carefully than ever bef…
One of the most vexing issues finance departments face is attracting and retaining accounting talent for the finance back office. Many of the entry-level jobs that new college graduates typically did in the past are of little interest to younger, less …
Exploiting new data driven insights will ensure banks are set up for long term success and are equipped to serve their customers throughout their migration efforts.Request Free!
