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). Surveyed a variety of accountants and other financial service businesses and revealed they now receive 31% more calls. This can be of equal importance for consumer (e.g.

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. Now, it promises to bring further disruption and fundamentally alter the way businesses grow, manage their finances and most importantly, meet the needs of their customers.

Cybersecurity 49

Cybersecurity Finance Financial Services Innovation 49

Showpad

FEBRUARY 16, 2021

CEOs are demonstrating that enablement technologies are no longer a “nice to have ” but a “must have” for any company looking to dominate its sector and meet growth targets. The time to close deals has decreased, our rep ramp time has decreased significantly and the number of new business meetings we’re setting has increased significantly.

Sales 59

Sales Cybersecurity Financial Services Manufacturing 59

SmartKarrot

MAY 19, 2023

What are the reasons for preferring conversational AI and ChatGPT in financial services? Although ChatGPT shows promise for the future, it is premature to assert that it will transform the banking and financial services industry. Ensuring operational efficiency, precision, and customer satisfaction at a high level.

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10

SmartKarrot

MAY 19, 2023

What are the reasons for preferring conversational AI and ChatGPT in financial services? Although ChatGPT shows promise for the future, it is premature to assert that it will transform the banking and financial services industry. Ensuring operational efficiency, precision, and customer satisfaction at a high level.

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10