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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

The Future of Institutional Relationship Management

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June 30, 2015 By: Andrew McCollum, Davis Walmsley

Andrew McCollum reviews the changes of the relationship management function within asset management organizations and the requirements for relationship management professionals in the future.

FX Market Structure Update 2015

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May 12, 2015 By: Kevin McPartland

Kevin McPartland, Head of Market Structure and Technology Research, presents a 30-minute review of FX market structure developments.

What You May Be Missing In Your Digital CE Strategy

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March 25, 2015

Jacqueline Vose presents a timely discussion of the latest banking trends and how you can identify gaps in your digital customer experience strategy.

Strategies for De-risking in the Corporate Pension Market

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February 26, 2015 By: Andrew McCollum

Andrew McCollum shares recently-released research with over 600 large corporate pension funds about the current state of affairs relating to de-risking strategies.

From Products to Solutions - The Evolving Role of Asset Managers

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January 28, 2015 By: Andrew McCollum, Davis Walmsley

Lydia Vitalis discusses the implications for managers as clients transition from seeking the best products to looking for partners to provide them with tailored, multi-product, multi-asset class solutions.

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