Women investors: how this powerful new generation will impact wealth Whenever advisors talk about a powerful new generation of investors, the assumption is they’re referring to millennials. In fact, women are the “new” investors that ... Read More
Overcome digital transformation challenges for wealth management Digital transformation is a strategic priority for most wealth management firms, yet the wealth industry continues to lag behind in terms of digital adoption. “68% ... Read More
Top technology trends driving client engagement When it comes to improving client experience, many wealth management firms have barely moved the needle. A recent Forrester report warns that client experience metrics ... Read More
Improve client engagement with technology We’ve been hearing about the wealth-management industry’s digital transformation for years now. Yet, there’s still a long way to go as the promise of digital ... Read More
Want digital transformation success? Choose the right strategic partner Are you a financial services firm looking to fend off digital upstarts and remain competitive? If so, it’s essential that you have a business transformation ... Read More
Don’t be afraid to set ambitious goals Many of us kick off the New Year with a list of resolutions we feel are reasonably attainable. While that’s great, what about reaching farther ... Read More
Video: PureFacts Client Forum 2018 >> Watch the video now PureFacts Client Forum featured updates from across the firm: Product enhancements and roadmap for our wealth management software platform Agile ... Read More
