Integrating Bank and Brokerage Services

CMO, Strategy and Advisory, Financial Services

Research confirms that across all industries, including financial services, customers want seamless service in a format that allows easy access to accounts, consideration of relevant options, and the ability to make changes in a simple manner. As firms try to meet these client needs, they face rapidly changing technology, consumer demands, regulatory requirements, and operational improvement expense challenges. Legacy systems and inefficient established processes further complicate the issue. The race is on to solve this complex challenge and cash in on the significant money-in-motion opportunities with consumers.


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