ANALYST VIEWS

INSIGHTS

ANALYST VIEWS

Filter By:
E.g., 2020-08-04
E.g., 2020-08-04
June 4, 2018
TD Ameritrade launched a third tier in its client advice offering, giving investors access to a large array of model portfolios, advisors, and portfolio consultants to help construct investments that meet their goals. The new offering is called Personalized Portfolios and will give clients immediate access to a portfolio consultant who can construct highly tailored individual investments from...
Read Full Post
May 22, 2018
Artificial intelligence, blockchain, cloud deployment models, fintech, insurtech, regtech, robotic process automation, big data analytics, channel diversification, changing customer expectations, and an ever more detailed regulatory environment are all part of a growing list of dynamic forces transforming financial services. Each of these has the power to be disruptive on its own; combined, they...
Read Full Post
May 21, 2018
In this age of unending data breaches, it is not surprising that identity crimes are the biggest fraud challenges facing financial institutions (FIs). In early April alone, Saks, Lord & Taylor, and Panera Bread announced that they had data breaches that went on for months and leaked millions of records from their point-of-sale systems or websites. The faceless nature of the online and mobile...
Read Full Post
May 1, 2018
Next week will be my seventh time at the FinovateSpring event in Silicon Valley and the first one I’ll attend in the new four-day format. As always, I expect excellent industry networking and first-class demos of the latest technology solutions for financial services. But this year, there will be greater depth and discussion in the way of one-on-one “fireside” conversations and expert panels....
Read Full Post
Kristina Yee
April 4, 2018
I recently had the opportunity to attend MRC Vegas 2018 for the first time in many years. When I attended Merchant Risk Council meetings in the past, I was a fraud executive with one of the largest U.S. banks. I had found MRC to be a good event for networking and gaining a better understanding of the fraud-related concerns of the bank’s commercial clients. This was my first experience...
Read Full Post
March 19, 2018
Real-time payments have existed in some other countries for several years, and they are now a reality in the United States. Many financial institutions (FIs) are offering their customers the ability to send money in real time to family and friends quickly and easily and, in many cases, without a charge. New payment types are evolving—business-to-business payments as well as person-to-business...
Read Full Post
March 6, 2018
Once an afterthought, customer experience is now a focal point for not only banks but also their business and corporate customers. Customers consider it when selecting new bank partners and have higher expectations for it than ever before. Gone are the days when banks could use sophisticated functionality as an excuse for clunky, outdated systems and manual processes. Today’s customers—from...
Read Full Post
February 27, 2018
In recent years, several SWIFT member banks have been targeted by cyber fraudsters, resulting in accumulated thefts of many millions of dollars. Impacted banks in several different countries have been victimized, demonstrating that there are no borders when it comes to cybercrime and that any company can be targeted. Interestingly, SWIFT has been in the headlines broadcasting each of these...
Read Full Post
February 20, 2018
Clean shares are popping up in the U.S. Several firms, including Capital Group, Janus Henderson Investors, MFS, and T. Rowe Price, offer them. The shares came about from a Securities and Exchange Committee no-action letter issued on January 11, 2017, responding to Capital Group’s request for interpretative guidance on Section 22(d) of the Investment Company Act of 1940. A clean share is a...
Read Full Post
Denise Valentine
January 12, 2018
I had the opportunity to moderate a panel for the Digital Money Forum, an all-day session that is part of the Consumer Electronics Show (CES), this week in Las Vegas. Attending CES was a bucket-list thing for me, so I was really excited to be able to attend, and the experience was absolutely worth it. This show is huge—180,000 people were there. For those of you who think Money 2020 is a big deal...
Read Full Post

HOW CAN WE HELP?

If you have a question specific to your industry, talk with an Aite Group analyst.  Call us today to learn about the benefits of becoming a client.

 

Receive email updates relevant to you. Subscribe to entire practices or to selected topics within practices.