Last year, distribution enablement changed overnight as the industry went virtual. In this on-demand session, we present our recent survey results as Financial Advisors navigate the post-COVID landscape, face new needs and expectations, and engage with Asset Management firms differently than before.
Stormproofing against upstarts
The Power of Digital Readiness Financial Advisors (FAs), and almost all professionals used to in-person business relationships, experienced a dramatic shift in 2020 in terms of how they interact and operate. Virtually overnight, advisors had to adapt their go-to-market practices to ensure business-as-usual and client service. As the pandemic continued to unfold, we saw the […]
Our market intelligence team listened to 1,000’s of digital conversations this Fall around Open Enrollment to identify the top topics and themes that emerged. We combined this digital listening with client insights, competitive analysis, and our expertise to arrive at several key go-to-market themes that we believe will be critical to driving growth in the 2021 group benefits market, and beyond. An Industry Rocked to the Core As with many industries, COVID-19 has certainly […]
This blog is based on an interview conducted by Bill Hortz, Founder of the Institute for Innovation Development with Bill Sheldon, SVP at MarketBridge Disruption breeds change, but the right kind of change is driven by building from your customers’ needs and perceptions. In a business environment of accelerating change, it is especially important to […]
Digital transformation across many industries has seen leaps and bounds in advancements over the past 10-12 months, largely due to COVID-19. And although COVID-19 has ushered in a new emphasis on the adoption of technologies, consumers have not displayed a significant increase in the desire to migrate fully to digital banking. Download our report containing six major statistical findings as consumers navigate Banking options, services, and solutions.
As digital transformation continues to reshape many industries, the auto insurance industry faces unprecedented disruption from Fintech contenders. Download our report containing five major statistical findings as consumers navigate Auto Insurance options, services, and solutions.
2020 brought a wave of massive change to how carriers, brokers, employers, and employees sell, consider, and buy various benefits. Access our on-demand webinar for a summary of our observations during the Open Enrollment period including four core strategies for 2021 growth.
This blog is based on an interview conducted by Bill Hortz, Founder of the Institute for Innovation Development with Steven Lewis, SVP at MarketBridge. In any important endeavor, the proverbial rubber hits the road in its attempted execution. While “execution” per the dictionary has a primary definition of carrying out or putting into effect a plan […]
Fintech disruptors – like Betterment, Wealthfront, Robinhood, and others – are revolutionizing the industry, leading with digital-first offerings. Despite the rise in these disruptors, our research found many consumers are unwilling to give up “traditional” services and offerings. Download our report containing six major statistical findings as consumers navigate Investment Management options, services, and solutions.
This blog is based on an interview conducted by Bill Hortz, Founder of the Institute for Innovation Development with Steven Lewis, SVP at MarketBridge Fintech entrants are creating financial services industry disruption by changing the customer value equation and causing a major impact on consumers’ behavior. Fortunately, the history of innovation and the design thinking […]