Sources say it’s partly due to the growing popularity of ESG investing, but there’s a lot more going on to fuel the trend, from increasing market complexity to the emergence of new regulations. Download the interview to learn: …
Navigating such a dense and varied market is overwhelming. Trying to find the right solution? It feels hopeless. Here’s the good news: We’ve done all that heavy lifting, so you don’t have to. We’ve analyzed thousands of re…
Financial advisors, planners and associates need to be responsive and connected to keep clients happy. Ooma Office helps you better manage calls while working from anywhere and reducing monthly costs. With Ooma Office — the #1 rated business p…
Don’t miss this session if… You’re facing challenges with aligning workloads to cloud types, budget attainment, missing deadlines, mis-alignment amongst stakeholders, and the demand for scale and pace. Experts from the …
At this point, it seems like a no-brainer that any organization is digitizing their processes to make them more efficient. However, as unbelievable as it sounds, there is still a divide between forward-thinking insurers and those who have yet to embrac…
2020 was a record year for both hurricanes and severe convective storms. To better plan for the cost of natural catastrophes, many insurers are turning to new weather analytics tools and models. On-demand data solutions can integrate analytics directly…
The challenges of the recent global crisis have exposed the fact that the events and trends in Financial Services that impact risk move fast. Financial institutions need Digital Intelligence so that they have the velocity necessary to keep up. In a wor…
According to the LexisNexis 2020 True Cost of FraudTM Study, every dollar of fraud results in $3.25 of cost for financial services firms—and the monetary impact is just part of the problem. Fraud also damages company image and erod…
Without the overhead of a physical footprint, Fintech and Big Tech financial services and other digitally native financial institutions (FIs) may appear to have greater flexibility than traditional FIs. While they sometimes win with their ability to at…
After the economic downturn of 2020, credit unions can’t afford to overlook opportunity segments “hiding” in plain sight. In this episode of The Marketing Insider: A Claritas Podcast, host Monique Ruiz joins Coopera Consulting’s…
