The financial services industry is slow to change. The high stakes inherent in the management of money, including the ever-present risk of decreased assets, has stilted the willingness to think outside the box in other areas. In addition, we cannot discount the fact that government regulation makes it difficult for financial services to innovate. We […]
Fintech: Opportunity or Disruption for Financial Services? Read More »
Financial technology, or fintech, as it is more popularly known, is one of the hottest areas for investment in Silicon Valley, attracting $12 billion in capital in 2014, up from $4 billion in 2013. Financial services, with its strict regulation, has always been thought of as an untouchable behemoth when it comes to transformation. Fintech
Can Fintech Turn the Financial World Upside Down? Read More »
It is clear that there are far fewer female than male portfolio managers. Morningstar recently analyzed US mutual fund companies and found that about 10% of managers are women. Yet, a WSJ article highlights some interesting statistics. There are more female chartered financial analysts (CFAs) than mutual fund managers. Additionally, women increasingly have more control
Paving the Way for More Female Portfolio Managers Read More »
Marketing in financial services has typically centered on products: white papers, fact sheets, and brochures have formed the basis of marketing strategy. However, with the rise of content marketing in recent years, the trend is shifting.
Using Content Marketing in Financial Services Read More »
Social media has rapidly changed the business landscape over the last several years. Between marketing directly to customers on Facebook to networking on LinkedIn, businesses have the ability to connect with customers and engage with employees in ways not possible in the past. However, financial services companies have been largely unable to access this shift
Leveraging Social Media in Financial Services Read More »
