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FinTech

Enterprise IT / Featured Tech / FinTech

Tips for Your Small Employer Clients to Plan & Achieve a Digital Care Transformation Journey

Virtual care offers incredible power and potential for small employers. Done well, it can address many of the healthcare challenges organizations face, such as improving affordability, connecting people to the appropriate level and combination of care,…

Enterprise IT / Featured Tech / FinTech

Pioneering a Successful Whole-Person Strategy: Better Outcomes and Improved Member Experience

On average, people living with one health condition tend to have two or three others. To address this trend, companies must seek a comprehensive solution that can support a wider range of health and well-being needs for employees. This case study explo…

Enterprise IT / Featured Tech / FinTech

Quick Start Guide to Building an Insurtech MGA in 2022

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…

Enterprise IT / Featured Tech / FinTech

Making Passive Investing Personal

More and more people are discovering the benefits of passive (index) investing. For many, passive investments form the core of their holdings, helping reduce overall portfolio risk by adding broader market exposure to complement the individual securiti…

Enterprise IT / Featured Tech / FinTech

Perils & Promise for the Modern Insurer: 5 Best Practices for Navigating Digital Transformation

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…

Enterprise IT / Featured Tech / FinTech

The Ultimate Retirement Income Planning Guide for Advisors

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…

Enterprise IT / Featured Tech / FinTech

Prepare for the New SEC Cybersecurity Requirements

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…

Enterprise IT / Featured Tech / FinTech

Best Practices in Restricted & Emerging Markets

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…

Enterprise IT / Featured Tech / FinTech

Have your Cake and Eat it Too: Balance White-Glove Member Service with Digital-First Mortgages

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…

Enterprise IT / Featured Tech / FinTech

The Total Economic Impact Of SAP Sales Cloud And SAP Service Cloud.

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…

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