Mike Daly

Wealth and Asset Management 4.0: Expert Views on Preparing for a New Era

July 1, 2021 / Comments Off on Wealth and Asset Management 4.0: Expert Views on Preparing for a New Era

The coronavirus pandemic has accelerated digital, social, economic, and demographic shifts across the world and across industries. Within the wealth and asset management industry, investor attitudes, needs, and expectations are undergoing lasting changes, and the playing field for investment providers is shifting. Investment providers will need to act quickly to compete in the next era […]

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Future-proofing Cities in a Post-pandemic World with Deloitte

May 21, 2021 / Comments Off on Future-proofing Cities in a Post-pandemic World with Deloitte

This article focuses on how cities can build resiliency in public health systems, government operations, and other city domains by focusing on four key capabilities— nimbleness, scalability, stability, and optionality. These recommendations are informed by a global survey of 167 cities conducted as part of the Smart City Solutions for a Riskier World research study […]

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The Future of Digital Workspaces with Lakeside

May 21, 2021 / Comments Off on The Future of Digital Workspaces with Lakeside

The future of digital workplaces hinges on one important factor: digital employee experience (DEX). The smoother the digital experience, the more productive employees can be. Conversely, the harder it is to access and use workplace technology, the less workers can do. More than a year spent supporting remote workers since the outbreak of Covid-19 has given […]

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Coalition of Industry Leaders to Conduct Ground-breaking Study into the Future of Wealth Management in the Post-pandemic Era

May 20, 2021 / Comments Off on Coalition of Industry Leaders to Conduct Ground-breaking Study into the Future of Wealth Management in the Post-pandemic Era

Study will analyze how digital, social, regulatory, and economic shifts are permanently transforming the wealth and asset management industry May 20, 2021 (Philadelphia, PA) – ESI ThoughtLab, a leading global research firm, has joined forces with a coalition of leading wealth management firms, WealthTech innovators, and industry experts to analyze how digital, social, regulatory, and […]

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Wealth & Asset Management 4.0: Digital , Social, and Economic Shifts

May 7, 2021 / Comments Off on Wealth & Asset Management 4.0: Digital , Social, and Economic Shifts

The ongoing pandemic has been a watershed event for businesses and their customers around the world, particularly for the wealth and asset management industry. The crisis has rapidly sped up digital, social, economic, demographic, and regulatory shifts that were already transforming the industry. But the pandemic also has prompted investors to reexamine their life priorities, investment plans, […]

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The ABCDs of Innovation with Broadridge

April 30, 2021 / Comments Off on The ABCDs of Innovation with Broadridge

Using next-generation technologies can significantly boost performance and profitability. As this study shows, leaders are accelerating their investments in the ABCDs of Innovation – AI, blockchain, Cloud, and digital – and moving further ahead of their competitors. Broadridge partnered with ESI ThoughtLab to conduct a robust phone-based survey of senior financial services executives. Fielded in […]

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