Darrin Courtney retweeted
Wealth firms need to accelerate digital optimization so advisors can provide the integrated, automated and digital experience that clients in all wealth bands have come to expect, writes @dmcour. #wm2044 ow.ly/V1Ut30nDgTZ
Darrin Courtney retweeted
Technology will not displace the advisor but instead will empower them to deliver, at scale, the concierge-like services currently available to only the wealthiest of clients, according to @Gartner_inc 's @dmcour. #wm2044 ow.ly/W9vS30nBzy3
Visualizing the Global Millionaire Population lnkd.in/eysBZ8K
Darrin Courtney retweeted
The Forgotten Generation X fb.me/4zgFvGPQp
A little interesting data on Fiduciary perception from both advisor and client. lnkd.in/ev-eMjH
Used right, technology will help wealth managers keep costs down, comply with regulation, and serve clients better lnkd.in/dbCXRs8
Darrin Courtney retweeted
What can #financialadvisors expect in the new world? #Digital #WealthManagement @Fiserv #Fiservforum
Tirdad Shojaie moderates panel on digitization with @InvestedgePA,@HelloGoldBean and @MarstoneInc #fiservforum
Industry experts weigh in on top wealth issues @cherylnash2,@AshminShah,@TheRudinGroup, Jim Seuffert @ #fiservforum
Cheryl Nash, President IS kicking off Investment Services:Wealth Management Mega Trends session @ #fiservforum
Wealth Managers Using Tech to Catch Massive Asset Wave lnkd.in/dQ2ukiN
Wealth Managers Using Tech to Catch Massive Asset Wave thinkadvisor.com/2017/04/03/…
Tim Welsh @NexusStrategy 48% growth in millionaires in the next 5 years, 10k baby boomers retire every day. #megatrends @firstrateperf
HNW individuals are not put off by robo-advisors, but also don't see them as a replacement for in-person advice. lnkd.in/de2uASW
How AI is helping call center reps predict customer behavior and handle more complex queries. lnkd.in/dez7fFU
Truly digitizing your business requires two things: systems thinking & brave souls. lnkd.in/dtRth6i
Greatest loyalty gains come from an integrated personal and digital experience that motivates clients to take action lnkd.in/dnffi2Q
CEB Joins Gartner: company will have unmatched insight into technology, talent and key drivers of performance. lnkd.in/dVcyr6W






