Energy Stations Loyalty Programs
Publications
Articles, research and insights.
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Article 5 minutes read
Virtual Advice: A Call Center Based Approach to Managed Accounts
Is your firm on board the Virtual Financial Advisor train? New technologies and changing customer preferences have created opportunities for a new approach to wealth management.
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Article 9 minutes read
T+1 Operational Impacts: Today and Beyond
In 2022, the SEC proposed to shorten the current two-day trade settlement cycle to a one-day cycle. This change will require early action to achieve a full transition by the end of 2024. It is critical for firms to make operational and technological enhancements to meet the demands of T+1 settlement
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Article 8 minutes read
Alternative Investment: the road ahead
We examine the road ahead for Managers, Fund Administrators and Broker-Dealers as well as industry challenges and potential operational improvements
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Article 4 minutes read
Sia Partners 2022 International Mobile Banking Benchmark
A study on the current state of mobile banking in the world and a peek into the future.
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Research and Report 16 minutes read
The Role of Artificial Intelligence in the Asset Management Industry
This guide will shed light on the different uses of AI in the Asset Management industry, by analyzing the impact on different aspects such as ESG, data and reporting.
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Article 5 minutes read
Digital Wealth Management Tools and Transformation
As wealth management firms invest in the digitization of tools and applications, there is an opportunity for firms to increase efficiencies and improve profitability for their advisors and the clients they serve.