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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

ETFs Present New Challenges for Equity Trading Desks

Greenwich Report
January 21, 2020

Institutions are increasingly attracted to ETFs as a cheap and efficient means of taking on the both tactical and strategic exposures needed for portfolio construction and adjustment.

Financial Advisors Differentiate with Trust, Technology

Greenwich Report
January 7, 2020 By: Brad Tingley

The financial advisor landscape is ripe for change. There are a multitude of tools and technologies available to not only improve advisor performance, but decrease costs and improve efficiencies.

Financial Advisors: The Next Generation

Greenwich Report
November 19, 2019 By: Daniel J. Connell, Brad Tingley

Understanding the changing demographics , habits and worries of financial advisors and their clients is the key to reaching them. Content from the right brand, on the right topic, in the right format, delivered at the opportune time will catch an...

Building the Multi-Sport Manager

Greenwich Report
October 28, 2019 By: Davis Walmsley

Institutional asset managers can follow the example set by Ironman triathletes to make continual improvements in the three legs of their own competition: Distribution, Client Service and Investments.

Pricing in Asset Management: From Art to Science

Greenwich Report
September 12, 2019 By: Andrew McCollum

Examine the causes and consequences of fee compression in the asset management industry and learn how our Fee Clearinghouse service can help managers win more mandates, grow revenues and maintain profit margins.

Canadian Institutions Turn to ETFs in Challenging Markets

Greenwich Report
May 29, 2019 By: Andrew McCollum

Canadian institutions made aggressive use of exchange-traded funds in their portfolios last year as they navigated a sharp market downturn, a surge in volatility and a series of unpredictable geopolitical events.

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