Cyrielle

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The Top 10 Online Wealth Management Services

Online wealth management services — often called robo-advisors or online financial advisors — use computer models to automatically tailor portfolios …

Reputation Management + Wealth Management Correlate in Digital

<b>Wealth.</b><p>We all want it, work for it and strive for it throughout lives and careers.<p><b>Reputation.</b><p>We all have one. It us up to us to define it, scale it and defend it.<p>Which one is more valuable? Which one brings more of the other?<p>This is a two sided question. To some people, money is everything. To …

User Experience: Beyond the Basics

User experience is at the core of every organization, from businesses based in e-commerce to those that serve customers face-to-face each day.<p>The …

UX Design

9 ways project management software can simplify complex projects

When you’re building your business, you want to make sure everyone is on the same page. But that can be most difficult when large-scale, complex technical projects with multiple teams or stakeholders involved are underway. That’s why I asked nine members from Young Entrepreneur Council (YEC) the …

The six laws of customer experience

Will you trust a robot to manage your money—when you’re 64?

Companies that deliver automated online investment advisory services, the so-called robo-advisors, have proved they can effectively compete for …

How Betterment built ‘impulse saving’ into the Apple Watch - New York Business Journal

By Michael del Castillo <br>– Reporter, New York Business Journal<p>Jun 8, 2015, 2:08pm EDT<p>To help kick off Apple’s Worldwide Developers Conference today, …

Apple Watch

Robo up or get left behind

Steve Sanduski: Growth-minded advisors are digitizing their businesses before someone else digitizes them out of business.<p>Robo advisors seem to get …

How to balance visual consistency with beauty on the web

Visual consistency in web design may have started as an idea or abstract concept – something along the lines of, 'wouldn't it be nice if the site …

3 key market drivers for the wealth management industry

Wealth managers would be wise to embrace digital transformation, as it is the essential ingredient underlying much of the current evolution the …

Private Banking in the Era of “Digital Wealth”

<i>By Peter Schramme, CEO of Objectway Financial Software NV</i><p>During the last decade, the shift to digitalization has had an increasingly strong impact on …

The robo adviser

If you are just starting to dabble in investing, have a small portfolio or if your investment needs are simple, there is a way to get professional …

The Unbundling Of Finance

Scott Walchek Contributor<p>Scott Walchek is the founder and CEO of Trov<p>In a world where everything is being unbundled, allowing consumers to pick and choose from things like television shows and college courses, financial services are becoming à la carte, as well. People, particularly millennials, …

Writing value propositions that work

A well-defined problem is half solved. But getting there is harder than you’d expect.<p>Enter the world of value propositions. Projecting “Here is why you should buy from us” seems easy from the company’s perspective: it already knows its product and may be over-valuing the perceived benefits. The …

10 Customer Experience Quotes That Spell Business Success | Inc.com

Today, customers seem to know more about products than a company's own sales people; more about pricing than a company's own finance department; more about support challenges than a company's customer care team.<p>Social networking and open information sharing have shaken up the customer-brand …

Large Financial Research Website Finviz Adds Bitcoin To Forex Charts

<b>Finviz plainly states its mission on their website: “to provide leading financial research, analysis and visualization.”</b><p>In the case of Bitcoin, …

On Stage, a Face Off Between Traditional Players and Digital Firms

The worlds of traditional wealth managers and upstart digital competitors collided on the same stage during the LinkedIn FinanceConnect conference in …

Millennials Embrace Upstart Financial Brands

Tarik Ancrum, 27, began saving for retirement when he was 21 years old. He has a handful of go-to finance blogs and books, dabbles in the stock …

Would you trust a robot to manage your money?

Would you trust a robot to manage your money?<p>More and more investors are turning to so-called "robo-advisors," or automated investment services, …

Robo Advisors Take On Wall Street

By<p>May 23, 2015<p>Financial advisors have always enjoyed the fanciest of digs; but their plush offices and high-end art are being upended by software …

5 Unexpected Steps to Building Wealth

Building wealth isn’t rocket science, but it isn’t always obvious, either. While the foundation of building wealth is in smart savings habits, there …

Here is Why Traders Should be Using Trading Platforms

Many entrepreneurs turn to investing to supplement their existing income. Flexible, accessible, and easy to access online and on the go, it’s the …

TABB Accounts

Copyright

Robo-advisors here to stay: EY report

Latest news In Industry News<p>Scotiabank takes 51% controlling interest in Peru’s Banco Cencosud<p>The agreement will make Scotiabank the second-largest …

Finovate Spring 2015: Fintech innovation for banking and wealth management

We are back for Day 2 of the Finovate Spring 2015 conference in San Jose. Today’s agenda has a number of standouts from prior conferences: Kofax, …

New robo-adviser offers more than just ETFs

The battle of the bots is heating up in Canada's wealth management industry with the newest robo-adviser, Invisor Investment Management Inc., entering the marketplace.<p>The online portfolio manager launched Tuesday in Ontario and Manitoba offering clients the ability to open an investment account …

7 Ways Wealth Management Client Attitudes Are Shifting

The landscape of how wealth is managed is changing. If you need any evidence, just look at the emergence in recent years of “robo-advisors” like Betterment, Personal Capital, and Wealthfront. The growth of these new entrants has gotten the attention of incumbent players like Charles Schwab, which …

Infographic Friday: The Customer Experience

It’s time for another edition of Infographic Friday. Today’s content comes to us from Revel Foundry regarding customer experience and loyalty. While …

Is your refrigerator running? Someday soon your bank may want to know

The Internet of Things—a world where most working objects are online in some fashion—promises to change everyday life and boost the economy. But who knew it could make it cheaper to buy a fridge?<p>That’s the conclusion of financial innovation consultants at Capco who developed a theory about how the …