Client Servicing

MiFID II Level 2: Sales, Distribution & Marketing…are you miffed?

By Mash Patel on October 3, 2016
MiFID-II Level 2

Firstly, I’d like to start with a disclosure: This blog is not about the legal interpretation of MiFID or an analysis of the detailed prose of the directive and associated legislation. If you do want to…

Women in ETFs: More than Meets the Eye?

By Courtney McQuade on July 7, 2016
Women in ETFs logo

Recently there’s been a lot of talk surrounding the increasing numbers of women having a hand in designing cars. When you think about it, it makes sense. Women buy the majority of automobiles and they influence 80%…

FinServ: How Women Perceive It

By Sarah Mardiney on May 9, 2016
FinServ Women

This blog post will examine some financial services (FinServ) that are marketed towards women in hopes of encouraging financial literacy among females (especially millennials like myself), as well as spreading the word on the financial resources…

Q&A: MyPrivateBanking’s Report on Fund and Asset Management Websites

By Luke Hinchliffe on February 17, 2016
fund-and-asset-management-websites

The foundation of any financial firm’s digital experience starts with a well-designed, data-driven website. MyPrivateBanking conducted extensive research to compile the ultimate report on desktop and mobile websites for fund managers. The report analyzes the strong and weak…

How to Effectively Ride the Data Tsunami

By Deepa Fernandez on February 9, 2016
wave-of-data

A poster caught my eye during a recent visit to the Big Bang Data exhibition in London. The poster prompted me to think about this digital age, and was a reminder of my constant, total immersion in a…

Asset Management in 2016 – Your Predictions

By Luke Hinchliffe on January 7, 2016
asset-management-in-2016

2015 was an exciting year for the global asset management industry. The popularity of robo-advisors, the rise of Millennials and the growth of ETFs were just a few drivers of change in the asset management sector…

Why Financial Services Can’t Afford a TalkTalk Disaster

By David Prosser on December 15, 2015
cyber-security-talk-talk

TalkTalk thinks this autumn’s cyber attack could cost it £35m – and that’s before the reputational damage that the telecoms company has suffered at the hands of its tormentors. To which leading financial services companies –…

6 Elements of the Perfect Secure Portal [INFOGRAPHIC]

By Gerritt Graham on November 24, 2015
6 Elements of the Perfect Secure Portal for wealth management

If you are a wealth manager or fund administrator, then you probably use a secure portal to distribute data and documents to your advisors and investors. But as users become increasingly tech-savvy and almost two-thirds (65%) of…

Asset Management in the Digital Age

By David Prosser on November 12, 2015
asset-management-digital-age

Who wants paper from their asset manager or wealth management firm? In most markets, customers are charged to upgrade when new services become available, but in the investment business, this model has been turned on its…

Digital Marketing at Asset Management Firms [INFOGRAPHIC]

By Paul Fawcett on November 10, 2015
digital-marketing-asset-management

Recently on our blog, we posted a roundup of the findings from our digital marketing survey that had been conducted globally through e-mail. The survey results uncovered valuable information on the challenges and goals of digital marketers at…

Developers Push the Envelope with New Financial App Launches

By Hannah Smith on November 5, 2015
financial-apps

It’s been an exciting time for app developers lately, with two interesting new financial apps coming to the market and setting the bar high for future launches. In October, wealth manager and stockbroker Charles Stanley unveiled…

2015 Digital Marketing Practices at Asset Management Firms

By Luke Hinchliffe on October 22, 2015
digital-marketing-survey

What are the top challenges for digital marketers at asset management firms? What are the goals of digital marketing programs at firms? What are the most important channels for digital marketers? All of these questions and…

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