Nutshell

MAY 21, 2024

Whether you’re a wealth management advisor, accountant, insurance broker, or financial representative, a solid tech stack is essential for your financial services business. Software for financial services companies helps to determine investment opportunities, identify risks, forecast returns, and much more.

Financial Services 71

Financial Services Software Software Cybersecurity 71

Red Star Kim

APRIL 24, 2023

Telephone Confidentiality Some forms of communication are known to be confidential – for example: email (assuming good cybersecurity) and WhatsApp (encryption). However, there can be concerns about the environment for taking and making telephone calls – with concerns about “Can you be overhead?”.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Digitalization 26

Flevy

JUNE 17, 2024

The Fintech industry is transforming the financial services landscape by leveraging technology to provide innovative solutions that enhance the efficiency, accessibility, and security of financial transactions. According to Deloitte, the global Fintech market is projected to grow at a CAGR of 24.8%

Cybersecurity 52

Cybersecurity Artificial Intelligence Financial Services Innovation 52

Showpad

FEBRUARY 16, 2021

Coordinating efforts between the two with improved sales content management , training and coaching and analytics drove smarter, data-driven decision making around content strategy and creation and improved sales performance evidenced from faster rep ramp time to accelerated deal cycles. Enablement impact across the organization.

Sales 59

Sales Cybersecurity Financial Services Manufacturing 59

SmartKarrot

MAY 19, 2023

In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. What are the reasons for preferring conversational AI and ChatGPT in financial services?

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10

SmartKarrot

MAY 19, 2023

In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. What are the reasons for preferring conversational AI and ChatGPT in financial services?

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10