How Robos Are Gaining Traction By Providing Critical Digital Advice
Wealthy millennials and experienced investors look to capture the mass market
Robos are catching on with wealthy millennials and more experienced investors in a highly competitive marketplace where only robos with distinctive value propositions that meet “new” customer needs will survive, according to a new report by Hearts & Wallets. read more
Why Are Insurer’s Struggling To Find Value In Their Data?
Embracing cloud computing, data analytics and artificial intelligence (AI)
Four big obstacles are blocking insurers from reaping the value of their data and becoming data-powered companies. Insurers are fast realizing that their data is a critical asset that can give them a big edge on their competitors. But many carriers struggle to unlock the value trapped in their data. Our research shows that big… read more
Making It Work In The New Virtual & Hybrid Workplaces
What we are learning in crisis about our ability to ‘return to work'
An international Boston Consulting Group (BCG) survey on employee sentiment reveals that productivity can be maintained surprisingly well in a virtual or hybrid work setting, according to a new BCG article, What 12,000 Employees Have to Say About the Future of Remote Work. read more
The Two Types of ROI: Return on Investment vs. Return on Influence
Considering the impact of your social-media presence
by Christopher Tompkins
In the marketing world, many businesses focus on ROI (return on Investment). However, when they don’t get the immediate monetary results they desire, they begin to pull away from social media marketing. read more
Reimagining The Post Covid-19 Workforce
Pandemic-style working from home may not translate easily to a “next normal” mix of on-site and remote working
As the pandemic begins to ease, many companies are planning a new combination of remote and on-site working, a hybrid virtual model in which some employees are on premises, while others work from home. The new model promises greater access to talent, increased productivity for individuals and small teams, lower costs, more individual flexibility, and… read more
Reshaping The Cybersecurity Landscape
How digitization and the COVID-19 pandemic are accelerating cybersecurity needs at many large financial institutions
Cybersecurity for financial institutions was critical before COVID-19 hit—and likely even more so now. This year’s Deloitte and FS-ISAC survey reveals why firms may need to prioritize and reinvest in cyber protection programs read more
Powering the Great Reset
During COVID-19, we have had to learn how to live differently – to learn, work, socialize, shop, worship and collaborate in different ways. And many of us are doing all this virtually. The pandemic is therefore a watershed moment for the digital transformation of business. The rules for success have changed, and are ever more… read more
MDRT Brings Industry-Leading Conference Experience To Cyberspace With 2020 Virtual Event
MDRT members have access to the full MDRT experience from the comfort of their homes
Rising to the challenge of bringing financial advisors together to help clients during the COVID-19 pandemic, MDRT will welcome members to its 2020 Virtual Event starting on August 3. Registered attendees will learn how to guide their clients and businesses to success, even in the midst of social turbulence, with over 200 pieces of content… read more
Are You Putting Yourself at Risk for Identity Theft?
It’s often your own habits that make you susceptible
Identity theft – it’s as easy as getting out of the car and dropping your driver’s license or being careless with your passwords. Best case – you hope for good luck, spend valuable time retracing steps and canceling accounts. Worse-case scenario, you suffer financial loss. Identity theft is that simple. read more
Investment in Technology Key to Winning War for Financial Advisor Talent
What are the deliverables that meet today’s advisor needs?
Wealth management firms have been making huge investments in new advisor workstation technologies designed to coalesce market data, client information, account servicing tools and AI-powered analytics into a single interface. According to the J.D. Power 2020 U.S. Financial Advisor Satisfaction Study, released today, the successful execution of that investment will be key to firms’ ability… read more
Transforming The Talent Model Of The Insurance Industry
Insurers that succeed in the coming years will be those that recognize talent strategy has the same importance as core business strategy.
Talent strategy requires the same rigor and focus as business strategy, especially as the insurance industry sees accelerated change. At many insurers, however, talent takes a back seat to business strategy. As carriers pursue strategic ventures such as entering new markets or undergoing digital transformations, HR might be involved, but rarely to the extent necessary. read more
The COVID-19 Effect: 5 Opportunities it Created for the Digital Banking Sector
Alongside the unforeseen difficulties, new opportunities for growth and innovation
The novel coronavirus has had an immense impact on a range of industries, including the digital banking sector. In parallel to the difficulties it posed, the unforeseen circumstances have opened up new opportunities for increasing industry security and enhancing customer experience, as well as accelerating further development of FinTech companies and the digital banking market… read more
Is Your Company Vulnerable To Cyber-Threat?
Top 10 scams targeting small businesses
Scams can impact every business, regardless of location, size, or industry. But they are especially a problem for small businesses. Local businesses and start-ups often don’t have the cyber security support or established accounting processes of larger companies. This can make them more vulnerable to scams. Fortunately, knowledge is the best protection. If you own… read more