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How banks can prepare for a future with AI

We strongly believe the human banker will remain the cornerstone of commercial and corporate banking relationships.  Going forward, AI will make bankers more effective in their client interactions by customizing presentations, generating personalized insights and recommendations, and contributing to solutions tailored to individual clients.

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Banks AI Prepare

Impact Investing: Individual Investors Seeking New Opportunities

Greenwich Report
February 16, 2017 By: Andrew McCollum

Greenwich Associates interviewed 52 platform decision-makers and 151 financial advisors across channels including broker-dealers, private banks, insurance companies, and registered investment advisors (RIAs) to better understand how the intermediary...

Global fixed-income electronic trading rose 1% on a volume-weighted basis in 2016 compared to the previous year, with 46% of investors trading at least some of their volume electronically. In 2016, Greenwich Associates interviewed 3,650 fixed-...

Is There a Future for Active Management?

Greenwich Report
February 9, 2017 By: Andrew McCollum, Davis Walmsley, Christopher Dunn, Mark Buckley

There is no doubt that institutional investors are shifting investment assets into lower-cost passive strategies. But, reports of the death of active management are not just premature, they are altogether incorrect. Greenwich Associates is...

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