Adapted from our new report, Technology Landscape: 3 Approaches to Advisor-Client Texting Solutions for Financial Services Financial services firms text their customers for a number of different reasons, and many already have corporate-driven texting programs in place. These programs might include sending automated security-related notifications like password resets and two-factor authentication, account and policy alerts, […]
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This is part one of a two-part series on gender inclusion in the financial services industry Diversity and inclusion are hot topics throughout the business world, but the stark lack of either topic is particularly noticeable in the financial services industry. With all the changes happening in the industry, including evolving client demands and expectations, […]
Whether you believe in a specific new year’s resolution or not, people tend to set some sort of goal for themselves at some point in the year. I asked my team what they wanted to accomplish over the next year and found out some awesome things about them. We also revisited last year’s resolutions and […]