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

There have been many requests recently for inhouse training on telephone skills to support client service and selling both for fee-earners and support staff. Earlier in April I ran a public MBL “Pick up the phone – Client service and sales opportunities for professionals in the digital age” online training workshop.

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. Product development and innovation focus on creating new financial solutions that meet these needs.

Cybersecurity 52

Cybersecurity Artificial Intelligence Financial Services Innovation 52

Planview

AUGUST 29, 2017

Though the hype may have initially outpaced reality, the fledgling movement has rapidly evolved in recent years to become a force in the financial services space. Improving Cybersecurity. As commerce and finance move progressively into the digital space, cybersecurity has become an ever-growing concern.

Cybersecurity 49

Cybersecurity Finance Financial Services Innovation 49