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Summary: Today, more financial advisors than ever are realizing that technology is an important tool to increase client satisfaction and profitability. However, recent studies, and no doubt your own experience, have found that new investments in technology don’t always go smoothly. Despite large investments in CRM systems, client reporting and portfolio management software, advisors are frequently unsatisfied with the outcomes and/or are not utilizing technology to its fullest capacity.
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Summary: PricewaterhouseCoopers predicts major changes coming to the financial services industry by 2020, especially in the makeup of a firm’s workforce and how it is recruited, organized and compensated. With automation replacing the bulk of transactional tasks, financial services firms need to rethink job roles and responsibilities to adapt
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Summary: Sheryl Sandberg’s 2013 book kicked off a public discussion on what it means to be a successful woman in the workplace, and it provided strategies and motivation for women to get ahead in their careers. More specifically to the financial services industry, Sallie Krawcheck has done some amazing work with her company, Ellevest, and has written some eye-opening articles detailing her experiences of successfully scaling the corporate ladder in the male-dominated world of Wall Street.
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Summary: At the office, my co-workers developed a disaster plan that they test regularly. On Thursday, they quickly put it into action. In addition, I have never been so grateful for compliance.
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Summary: We know the scope and range of employee benefits have changed dramatically. According to a recent study by the Society of Human Resources Management (SHRM), telecommuting benefits alone have risen threefold over the past 20 years, to 60% of employers surveyed. Fully 88% of organizations now offer professional memberships as a benefit, up from just 65% 20 years ago.
