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Geo-Specific Insights and Emerging Trends in Global Wealth Management: How Technology Providers Are Transforming the Global Landscape

Everest Group

The region prioritizes digital advisory platforms and seamless client engagement tools, with firms increasingly leveraging artificial intelligence (AI) and data analytics to offer hyper-personalized services. For example, Broadridge has integrated AI-powered solutions to enhance portfolio management and client advisory capabilities.

Advisory 130
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Head of GBS – India | Research and Advisory

Everest Group

Job Title : Head of GBS Research and Advisory, India. Industry : Research and Advisory Services. The Head of GBS Research and Advisory, India will provide leadership to Everest Group’s GBS service offering in India as a member of the overall global GBS team. APPLY ON LINKEDIN. Location City : Gurgaon or Bangalore. Job Overview.

Advisory 100
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5 Trends to Look Out for in the Banking Business

Redial

Is no news that the banking and finance industry ae facing some constant needs to adapt and continue to offer modern solutions. Staying ahead of the curve is crucial for banks and financial institutions to remain competitive, as clients, rightfully so, don’t forgive bad experiences, especially in terms of their money.

Banking 100
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The Future of the Wealth Management Industry: The S-curve Shift and the Modernization Opportunity | Blog

Everest Group

The wealth management industry has evolved over the years, transitioning from reputation-driven models to technology-led advisory services. The wealth management industry has witnessed several s-curve shifts in the past and has evolved from being a reputation-driven business to a technology-led advisory model.

Advisory 147
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Top 5 Automation Use Cases for the Front Office

Automation Anywhere

The front office represents the customer-facing roles of a company — sales, customer service, field marketing, and advisory service experts. For example, in an investment bank , the front-office departments consist of sales, investment banking, private equity, equity research trading, and wealth management.

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IBM Connected Trade Platform helps power the digitization of trade and supply chain financing

IBM Services

With the increasing demands of global trade, organizations are starting to embrace digitization, standardization and collaboration to accelerate time to value and reduce costs. It is also abstracted at a common infrastructure control plane that aims to make it easy for banks to adopt and consume.

Finance 87
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BPO Philippines Reshaping The Retail & Banking Industry For 2022

Magellan Solutions

BPO Philippines Reshaping The Retail & Banking Industry. Retail banks , like most companies, face an urgent imperative to reimagine themselves. . Consumers’ banking preferences are rapidly evolving. But many banks have yet to fully transition due to limitations of their digital capabilities. .

Banking 52