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 …Read More
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 …Read More
The history of fintech (financial technologies) may be rightfully traced to 1915 with the advent of wire funds transfer via telegraph and Morse code. The ensuing confluence of technology, digitization, and globalization throughout the twentieth century revolutionized all aspects of global financial systems…Read More
In 2019, Forrester stated that the indirect channel was transformed more in the previous 18 months than the almost 40 years preceding – combined. And according to a recent Accenture survey of channel professionals, 76% think the channel will be unrecognizable in the next 5 …Read More
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