Publications

Key findings include:  Robo-advisors in the U.S. invest more aggressively than in Germany Robo-advisors use on average 10 ETFs to compose an investment portfolio  Read more »

In the Sibos 2017 and Money20/20 edition of Financial IT magazine, we are pleased to include our survey of digital banks, as a part of our commitment to identifying global pioneers at the intersection of technology and financial services. Read more »

Does payment security matter? Ask yourself a simple question: would you be more likely or less likely to do business with a company that has been the victim of a data breach? Few of us would say more likely. Payment card security matters. Read more »

Claims Transformation Forum recently conducted a survey with Claims Directors from UK and European Insurers to ask for their insight on the top priorities for improving the claims process! See their answers below. Read more »

A shift is underway in the insurance industry, insurtech companies are raising the bar for the industry’s giants as they pave the way for a new generation of insurance which is highly specialised and tailored to the customer needs. Read more »

80% of reps think they are good at qualifying opportunities, but 51% of forecasted deals do not close The most pressing challenges amongst leaders were lead quality & quantity (46%), rules and procedures (11.5%), and training and development (8%) Read more »

Read the eBook and learn why gaining complete visibility of the customer and business processes is crucial when pursuing operational excellence https://www.bpmonline Read more »

In today’s fast-paced and ever-changing business environment, the keys to success are being agile and innovative to remain competitive and relevant – which applies to all industries. Read more »

In a world defined by its interconnectedness, any mistakes or malevolent activity taking place in the trillion dollar asset management industry will cause ripples of consequence across continents and societies. Read more »

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