As the new year approaches, it’s a good time to look back and evaluate what blog posts and topics have resonated most with our readers. It’s also a convenient way to get caught up on the top posts, if you missed them.
Guide to Working with Financial Technology Vendors
It is increasingly important for leaders in financial services firms to be well versed in technology so they can make informed decisions about buying vs. building technology solutions, choosing the right partners and, most significantly, realizing a positive outcome or return in a timely manner. With this in mind, I have assembled some key insights to help guide you to make better technology decisions for your company.
Four future-proofing strategies for financial advisors
The successful financial advisor of the future will be a whole new breed of professional – a team player that is integrally connected to their clients’ financial lives, leverages technology to work flexibly and has systems and processes in place to ensure their clients’ interests are always paramount.
Why advisors should avoid communicating with clients via email
Email has become one of the most prominent ways for advisors to communicate with their clients in the digital age. Although it may seem like a quick and convenient way to correspond with clients, email is not as secure and private as many advisors assume. Ticoon's Secure Messaging tools address the need for convenient and private communication with clients.
Does the silo-based regulatory compliance model really work for advisors or consumers?
As technology emerges as essential to being competitive in the 21st century, financial services businesses need a new way of thinking about their technology platforms – one that addresses growing regulatory compliance challenges while freeing up organizational resources and energy to focus on servicing clients and growing the business.
A comprehensive view of your client makes you a better advisor
Advisor Guide to Online Security
Hackers are regularly in the news these days for attacks on large business and government websites. However, it’s not just large organizations that are being targeted. Financial advisors – and their clients – are the targets of regular hacking attacks as well. In this short guide to online security, we show you ways to protect your clients' security and privacy by protecting yourself.
Preparing for the digital future of financial product distribution
Digital technology is not only transforming how we communicate and stay informed, it is also reinventing how we shop and purchase products and services – including financial products and advice. To better understand what lies ahead, let’s take a brief look at some industries that are further along in this digital transformation.
Fintech terminology that CEOs and business leaders need to know
With innovations in financial technology comes a new set of lingo and terminology to describe new ways of doing old things. Because it can get confusing out there, we’ve compiled a list of key terms and definitions directed to business leaders, as technology talk in financial services is no longer something that can be relegated only to the IT department.
