Tag: Financial
Family Offices: Key Insights on Investment Strategies
If you're a business owner or independent sponsor, you may have heard the term "family office" thrown around in financial circles. Family offices are...
Solving the FinTech Back Office Problems with Technology
For the millions of American families receiving financial advice from over 300,000 financial advisors and wealth management professionals, their technology experience has never been...
Financial Services and Digital Customer Journeys after COVID-19
By Nirvikar Singh and Simon Yencken*
In June 2019, the Bank of England released a 147-page report, The Future of Finance, which noted that “Technology...
